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

Send approved Wave invoice reminder exception

by recued-core v1

Exception handler for Wave invoice reminders. Use this only when Wave's native invoice reminder automation is insufficient: the invoice customer has no primary email and the owner supplies an exception recipient, the reminder needs an additional recipient, or the owner provides a specific exception note. The recipe re-reads the business and invoice live from Wave, confirms the invoice still has an amount due, sends exactly one attended Wave invoice email, links the invoice to the customer, and seeds data.shared exception-watch state so wave-invoice-reminder-exception-watcher can close the loop when Wave shows the invoice paid or resolved. It never creates invoices, edits invoices, records payments, changes customers, deletes records, or calls arbitrary GraphQL.

Complete workflow

Wave Invoice Reminder Exception 3 pinned recipes

Workflow pack for Wave invoice-reminder exceptions. It adds a collections brief, an owner-approved Wave invoice email for cases native reminders cannot cover, and a scheduled watcher that closes the shared lifecycle when Wave reports the invoice paid or resolved. It depends on the Wave capability pack and does not create or edit invoices, record payments, change customers, or replace Wave native reminders.

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

waveinvoicecollectionsreminder-exception

by recued-core pinned v1

Wave invoice collections brief

Read-only Wave collections exception briefing. It reads a chosen invoice status bucket and asks the AI summarizer for exception-handling priorities: missing customer email, additional-recipient needs, unusual customer context, and largest or oldest receivables. Assume Wave native invoice reminders cover routine reminders. This recipe does not send invoice emails, mark invoices sent, record payments, update customers, or call arbitrary GraphQL.

waveinvoicescollectionscashflow

by recued-core pinned v1

Wave invoice reminder exception watcher

Background automation

Scheduled adopter for Wave invoice reminder exception rows in data.shared. It reads the exception-watch ledger, re-reads one watched invoice from Wave, and marks the shared row responded_closed when the source of truth says the invoice is paid or has no amount due. It preserves the origin recipe id and does not send email, notify customers, record payments, edit invoices, change customers, or call arbitrary GraphQL.

waveinvoicecollectionsreminder-exception

by recued-core pinned v1

View pack details, dependencies, and permissions →

How it works 70 steps

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

Data fetch

▼ shared_exception_watches ?

▼

Process (69 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

■ invoice_number default

Apply default

■ currency default

Apply default

■ due_date default

Apply default

■ customer_id default

Apply default

■ customer_name default

Apply default

■ customer_email default

Apply default

■ 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.

Where it runs

Device + server Runs on your device (browser) or your server.

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

Details

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

Send approved Wave invoice reminder exception

Complete workflow

Trust & control

Where it runs

Permissions it requires

Data it touches

About

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Details