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Send approved Stripe invoice recovery exception

by recued-core v1 7 views

Use “Send approved Stripe invoice recovery exception” in Recued. It completes the approved the Stripe invoice recovery exception queue workflow. Changes remain behind Recued's approval controls.

Complete workflow

Billing Back Office Workflows - Stripe 15 pinned recipes

Use Billing Back Office Workflows - Stripe in Recued for solo, cold start, cashflow, and invoice recovery. It includes 11 ready-to-run workflows and 2 related packs 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 Stripe invoice recovery exception
This recipe

Use “Send approved Stripe invoice recovery exception” in Recued. It completes the approved the Stripe invoice recovery exception queue workflow. Changes remain behind Recued's approval controls.

billingstripeinvoice-recoveryrecovery-exceptions
by recued-core pinned v1
Invoice recovery exceptions - Stripe

Use “Invoice recovery exceptions - Stripe” in Recued. It provides a read-only Stripe invoice recovery exception queue.

billingstripeinvoice-recoveryrecovery-exceptions
by recued-core pinned v1
Payment exceptions - Stripe

Use “Payment exceptions - Stripe” in Recued. It provides a read-only payment exception queue for Stripe.

billingstripepaymentspayment-exceptions
by recued-core pinned v1
Send approved Stripe payment exception follow-up

Use “Send approved Stripe payment exception follow-up” in Recued. It completes the approved the Stripe payment exceptions queue workflow. Changes remain behind Recued's approval controls.

billingstripepaymentspayment-exceptions
by recued-core pinned v1
Customer cleanup - Stripe

Use “Customer cleanup - Stripe” in Recued. It provides a read-only Stripe customer cleanup queue.

billingstripecustomer-cleanupdata-hygiene
by recued-core pinned v1
Show all 15 recipes
Stripe billing resolution watcher
Background automation

Use “Stripe billing resolution watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.

billingstripeinvoice-recoveryrecovery-exceptions
by recued-core pinned v1
Schedule an approved meeting hold

Use “Schedule an approved meeting hold” in Recued. It carries out the named workflow using the connections and settings you choose.

emailmailcalendarmeeting
by recued-core pinned v1
View pack details, dependencies, and permissions →
How it works 78 steps

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

Data fetch
▼ shared_billing_followups ?
▼
Process (77 steps)
■ target_invoice_id trim
Trim whitespace from setting invoice id
■ has_invoice_id compare
Check if target invoice id has data
■ has_sender compare
Check if setting sender mail instance has data
■ 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_exception_note compare
Check if configured exception note has data
■ has_configured_recipient compare
Check if configured recipient email has data
■ has_subject_override compare
Check if configured subject override has data
■ allow_repeat_while_open_enabled compare
Check if setting allow repeat while open equals true
■ invoice ?
skip: step.has_invoice_id not_equal true
■ invoice_customer_raw default
Apply default
■ invoice_customer_id default
Apply default
■ has_customer_id compare
Check if invoice customer id has data
■ customer ?
skip: step.has_customer_id not_equal true
■ defaults defaults
Apply defaults
■ has_due_date compare
Check if due date has data
■ due_date_ms math
Calculate: {{step.due_date}} * 1000
■ days_past_due date_diff
Calculate days between due date ms and now
skip: step.has_due_date not_equal true
■ subscription_id default
Apply default
■ has_subscription_id compare
Check if subscription id has data
■ defaults_2 defaults
Apply defaults
■ has_invoice_attempted compare
Check if invoice attempted equals true
■ subscription_attempt_threshold_met compare
Check if attempt count is at least setting subscription exception min attempts
■ subscription_attempt_seen all
Check if all conditions are true
■ defaults_3 defaults
Apply defaults
■ has_customer_email_from_read compare
Check if customer email from read has data
■ customer_email ternary
Apply ternary
■ has_customer_email compare
Check if customer email has data
■ target_recipient_email ternary
Apply ternary
■ has_target_recipient_email compare
Check if target recipient email has data
■ customer_name default
Apply default
■ has_remaining_balance compare
Check if amount remaining is greater than 0
■ subscription_recovery_candidate all
Check if all conditions are true
■ normal_invoice_old_enough compare
Check if days past due is at least setting normal invoice grace days
■ normal_invoice_recovery_candidate all
Check if all conditions are true
■ invoice_recovery_candidate any
Check if any of the conditions are true
■ invoice_exception_reason ternary
Apply ternary
■ missing_customer_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_recovery_disabled_exception compare
Check if setting exception reason equals native_recovery_disabled
■ native_recovery_exhausted_exception compare
Check if setting exception reason equals native_recovery_exhausted
■ exception_eligible any
Check if any of the conditions are true
■ 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_send any
Check if any of the conditions are true
■ subject_text ternary
Apply ternary
■ send ?
skip: step.skip_send equal true
fail: config.sender_mail_instance is_empty
■ defaults_4 defaults
Apply defaults
■ sent_record_id default
Apply default
■ has_sent_thread compare
Check if sent thread id has data
■ has_sent_record compare
Check if sent record id has data
■ thread_key_colon replace
Replace text in sent thread id
■ thread_key_slash replace
Replace text in thread key colon
■ thread_key_dot replace
Replace text in thread key slash
■ thread_key_at replace
Replace text in thread key dot
■ thread_key_space replace
Replace text in thread key at
■ thread_key_left_angle replace
Replace text in thread key space
■ thread_key_right_angle replace
Replace text in thread key left angle
■ thread_key_plus replace
Replace text in thread key right angle
■ thread_key_equals replace
Replace text in thread key plus
■ thread_key_question replace
Replace text in thread key equals
■ skip_watch_seed any
Check if any of the conditions are true
■ seed_invoice_recovery_exception_watch ?
skip: step.skip_watch_seed equal true
■ link_sent_mail_to_invoice ?
skip: step.skip_watch_seed equal true
■ skip_customer_link any
Check if any of the conditions are true
■ link_sent_mail_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 12 configurable

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

tone setting = concise_professional
stripe setting =
invoice id setting =
exception note setting =
recipient email setting =
business context setting =
exception reason setting = custom_context
subject override setting =
sender mail instance setting =
allow repeat while open setting = false
normal invoice grace days setting = 14
subscription exception min attempts setting = 2

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

Data it touches

Warehousedata.shareddata.maildata.billing

About

recued-core

Tags

billingstripeinvoice-recoveryrecovery-exceptionscashflowemailmailsend-classclosed-loopone-person-companystate:outbound-follow-up-response-watcherpack:billing-back-office-workflowsai_surface

Details

78 steps 12 configurable settings recipe_id: send-approved-stripe-invoice-chase