Name: Send approved Wave invoice reminder exception
Author: recued-core

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Send approved Wave invoice reminder exception

by recued-core v2 30 views

Use “Send approved Wave invoice reminder exception” in Recued. Exception handler for Wave invoice reminders.

Complete workflow

Wave Invoice Reminder Exception 3 pinned recipes

Use Wave Invoice Reminder Exception in Recued for invoices, collections, cashflow, and closed loop. It includes 2 ready-to-run workflows and 1 related pack in one install.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Send approved Wave invoice reminder exception

This recipe

Use “Send approved Wave invoice reminder exception” in Recued. Exception handler for Wave invoice reminders.

waveinvoicecollectionsreminder-exception

by recued-core pinned v2

Wave invoice collections brief

Use “Wave invoice collections brief” in Recued. It provides a read-only Wave collections exception briefing.

waveinvoicescollectionscashflow

by recued-core pinned v4

Wave invoice reminder exception watcher

Background automation

Use “Wave invoice reminder exception watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.

waveinvoicecollectionsreminder-exception

by recued-core pinned v3

View pack details, dependencies, and permissions →

How it works 65 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch

▼ shared_exception_watches core.storage.shared.list

List storage shared

▼

Process (64 steps)

■ target_business_id trim

Trim whitespace from setting business id

■ target_invoice_id trim

Trim whitespace from setting invoice id

■ configured_exception_note trim

Trim whitespace from setting exception note

■ configured_recipient_email trim

Trim whitespace from setting recipient email

■ configured_subject_override trim

Trim whitespace from setting subject override

■ has_business_id compare

Check if target business id has data

■ has_invoice_id compare

Check if target invoice id has data

■ has_exception_note compare

Check if configured exception note has data

■ has_subject_override compare

Check if configured subject override has data

■ include_invoice_url_enabled compare

Check if setting include invoice url equals true

■ allow_repeat_while_open_enabled compare

Check if setting allow repeat while open equals true

◆ business recued-core.wave.business.read

Read business on wave

skip: step.has_business_id not_equal true

◆ invoice recued-core.wave.invoice.read

Read invoice on wave

skip: step.has_invoice_id not_equal true

■ has_invoice compare

Check if invoice result data business invoice id has data

■ email_send_enabled compare

Check if business result data business emailSendEnabled equals true

■ invoice_status default

Apply default

■ invoice_chaseable_status compare

Check if invoice status is one of setting eligible statuses

■ amount_due default

Apply default

■ has_amount_due compare

Check if amount due is greater than 0

■ defaults defaults

Apply defaults

■ has_native_customer_email compare

Check if customer email has data

■ has_configured_recipient compare

Check if configured recipient email has data

■ target_recipient_email ternary

Apply ternary

■ has_recipient_email compare

Check if target recipient email has data

■ missing_primary_email_exception all

Check if all conditions are true

■ additional_recipient_exception all

Check if all conditions are true

■ owner_documented_exception compare

Check if has exception note equals true

■ native_reminders_unavailable_exception compare

Check if setting exception reason equals native_reminders_unavailable

■ reminder_sequence_exhausted_exception compare

Check if setting exception reason equals reminder_sequence_exhausted

■ exception_eligible any

Check if any of the conditions are true

■ invoice_url ternary

Apply ternary

■ active_watch_rows_for_invoice filter

Filter by condition

■ blocking_watch_rows filter

Filter by condition

■ blocking_watch_count count

Count items in blocking watch rows

■ has_blocking_watch compare

Check if blocking watch count is greater than 0

■ block_existing_watch all

Check if all conditions are true

■ skip_exception_send any

Check if any of the conditions are true

✦ draft core.ai.generate

AI generates content from a template

skip: step.skip_exception_send equal true

■ draft_body default

Apply default

■ has_draft_body compare

Check if draft body has data

■ skip_approve compare

Check if setting approve before send does not equal true

◆ approved_invoice recued-core.wave.invoice.approve

Approve invoice on wave

skip: step.skip_approve equal true

■ subject_text ternary

Apply ternary

■ skip_send any

Check if any of the conditions are true

◆ sent_invoice recued-core.wave.invoice.send

Send invoice on wave

skip: step.skip_send equal true

■ sent_invoice_id default

Apply default

■ has_sent_invoice compare

Check if sent invoice id has data

■ invoice_key_colon replace

Replace text in target invoice id

■ invoice_key_slash replace

Replace text in invoice key colon

■ invoice_key_dot replace

Replace text in invoice key slash

■ invoice_key_at replace

Replace text in invoice key dot

■ invoice_key_space replace

Replace text in invoice key at

■ invoice_key_left_angle replace

Replace text in invoice key space

■ invoice_key_right_angle replace

Replace text in invoice key left angle

■ invoice_key_plus replace

Replace text in invoice key right angle

■ invoice_key_equals replace

Replace text in invoice key plus

■ invoice_key_question replace

Replace text in invoice key equals

■ skip_watch_seed any

Check if any of the conditions are true

◆ seed_wave_invoice_exception_watch core.storage.shared.write

Write storage shared

skip: step.skip_watch_seed equal true

■ has_customer_id compare

Check if customer id has data

■ skip_customer_link any

Check if any of the conditions are true

◆ link_invoice_to_customer core.memory.link.create

Create memory link

skip: step.skip_customer_link equal true

■ summary to_summary

Format results as a summary card

■ draft_preview to_table

Format results as a data table

▼

Output

summary summary

table draft_preview

Settings 16 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

tone setting = concise_professional

cc myself setting = false

max words setting = 130

attach pdf setting = true

invoice id setting =

business id setting =

from address setting =

exception note setting =

recipient email setting =

business context setting =

exception reason setting = missing_primary_email

subject override setting =

eligible statuses setting = OVERDUE,UNPAID,PARTIAL,SENT,VIEWED

approve before send setting = false

include invoice url setting = true

allow repeat while open setting = false

Uses (8 operations)

Shared store List storage shared core.storage.shared.list

Pack operation Read business on wave recued-core.wave.business.read

Pack operation Read invoice on wave recued-core.wave.invoice.read

AI models AI generates content from a template core.ai.generate

Pack operation Approve invoice on wave recued-core.wave.invoice.approve

Pack operation Send invoice on wave recued-core.wave.invoice.send

Shared store Write storage shared core.storage.shared.write

Memory Create memory link core.memory.link.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Wave connection

Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Shared store core.storage.shared.list read-only

Read AI models core.ai.generate read-only

Write Shared store core.storage.shared.write external change

Write Memory core.memory.link.create external change

4 more aren't listed here. You'll see them at install.

Data it touches

SurfacesShared storeAI modelsMemory

Warehousedata.businessdata.invoicesenddata.shareddata.billing

About

recued-core

Details

65 steps 16 configurable settings recipe_id: send-approved-invoice-reminder-exception-wave

Send approved Wave invoice reminder exception

Complete workflow

Uses (8 operations)

Trust & control

Permissions it requires

What it's allowed to do

Data it touches

About

Tags

Details