FINANCE
Stripe Credit Note Deferred-Revenue Clawback Adjuster
When a Stripe credit note is issued, calculates the unrecognized deferred-revenue balance to reverse, writes the proposed adjusting entry to Snowflake staging.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe credit_note.created webhookStripe
- ActionRead original schedule and recognized-to-date from SnowflakeSnowflake
- LogicSplit credit into recognized vs deferred reversal portions
- ActionStage proposed adjusting entry in SnowflakeSnowflake
- OutputSend approval request to controller in SlackSlack
What it does
Handles the revenue side of refunds and credits. On a Stripe credit note, it computes how much of the original invoice's deferred revenue is still unrecognized and must be clawed back versus what was already earned, then stages the proposed reversing entry.
When to use it
When credits and partial refunds routinely hit mid-period and you need the deferred-revenue impact computed correctly instead of reversing the whole invoice blindly.
How it works
- 1A Stripe `credit_note.created` webhook delivers the credit note and its source invoice.
- 2The flow reads the original invoice's deferred-revenue schedule and recognized-to-date from Snowflake.
- 3A logic step splits the credit into already-recognized (P&L reversal) and still-deferred (liability reversal) portions.
- 4The proposed adjusting journal entry is written to a Snowflake staging table for the close.
- 5A Slack approval message goes to the controller with both portions and the source invoice link.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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