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Send approved Wave invoice reminder exception

by recued-core v1 8 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.

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 v1
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 ?
▼
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 ?
skip: step.has_business_id not_equal true
■ invoice ?
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 ?
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 ?
skip: step.skip_approve equal true
■ subject_text ternary
Apply ternary
■ skip_send any
Check if any of the conditions are true
■ sent_invoice ?
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 ?
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 ?
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
Settings 17 configurable

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

tone setting = concise_professional
wave setting =
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

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.

Data it touches

Warehousedata.businessdata.invoicesenddata.shareddata.billing

About

recued-core

Tags

wave waveinvoicecollectionsreminder-exceptioncashflowemailsend-classclosed-loopone-person-companystate:wave-invoice-reminder-exception-watcherpack:waveai_surface

Details

65 steps 17 configurable settings recipe_id: send-approved-invoice-reminder-exception-wave