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Wave invoice reminder exception watcher

by recued-core v1

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.

Complete workflow

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.

Wave invoice reminder exception watcher
This recipe 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

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

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.

waveinvoicecollectionsreminder-exception
by recued-core pinned v1
View pack details, dependencies, and permissions →
How it works 19 steps

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

Data fetch
shared_exception_watches ?
Process (18 steps)
now date_add
Add 0 days to
watch_rows filter
Filter by condition
watch_rows_with_invoice_id filter
Filter by condition
watch_rows_with_business_id filter
Filter by condition
candidate_count count
Count items in watch rows with business id
has_candidate compare
Check if candidate count is greater than 0
has_wave_connection compare
Check if setting wave has data
skip_invoice_read any
Check if any of the conditions are true
invoice ?
skip: step.skip_invoice_read equal true
invoice_status default
Apply default
invoice_amount_due default
Apply default
invoice_terminal_status compare
Check if invoice status is one of setting terminal statuses
invoice_amount_due_zero compare
Check if invoice amount due is at most 0
close_by_zero_amount_due all
Check if all conditions are true
invoice_resolved any
Check if any of the conditions are true
skip_close any
Check if any of the conditions are true
close_exception_watch ?
skip: step.skip_close equal true
summary to_summary
Format results as a summary card
Settings 3 configurable

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

wave setting =
terminal statuses setting = PAID
close when amount due zero setting = true

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.shared

About

Tags

wave waveinvoicecollectionsreminder-exceptioncashflowclosed-loopstate:wave-invoice-reminder-exception-watcherone-person-companypack:wave

Details

19 steps 3 configurable settings recipe_id: wave-invoice-reminder-exception-watcher