FINANCE
Reschedule Recognition When a Stripe Credit Note Claws Back Mid-Term Revenue
On a Stripe credit note for an active subscription, it reduces the remaining contract value, re-spreads the deferred balance over the remaining term.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe credit_note.created eventStripe
- ActionLoad current schedule from SnowflakeSnowflake
- LogicRe-spread balance and compute reversal
- ActionWrite revised schedule to SnowflakeSnowflake
- OutputEmail schedule and reversal entry via GmailGmail
What it does
A mid-term credit note is effectively a downward amendment: it lowers what will ultimately be recognized. This workflow reads the credit, reduces the contract's remaining deferred balance, re-spreads what is left across the remaining recognition periods, and produces the reversal entry so already-recognized revenue is corrected too.
When to use it
Use it when you issue Stripe credit notes against in-term subscriptions — concessions, partial cancellations, service credits — and need the recognition waterfall and any catch-up reversal handled in one pass instead of a manual journal.
How it works
- 1A Stripe `credit_note.created` event for an active subscription triggers the run.
- 2An action loads the subscription's current deferred-revenue schedule from Snowflake.
- 3A logic step applies the credit to the remaining contract value and re-spreads the balance over the remaining term, computing any reversal of already-recognized amounts.
- 4The revised schedule is written back to Snowflake.
- 5The new schedule and the reversal journal entry are emailed to the accounting distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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