Wafeq

Wafeq is cloud accounting and e-invoicing software for businesses in Saudi Arabia, the UAE and the wider Gulf. Connecting Wafeq to Resool shows each contact's Wafeq customer, invoices and balance due next to the conversation, lets agents create invoices and customers without leaving the inbox, and sends an invoice's PDF straight into the chat. Workflows can create customers and invoices in Wafeq too.

#What you can do with Wafeq

In the Inbox and on the contact page

• See the Wafeq customer matched to the contact, with name, email and phone.
• Balance due: what the customer still owes, per currency.
• Invoices: each invoice with number, date, due date, total, the amount left to pay and its state: Paid, Unpaid, Overdue or Draft.
• Send in chat: send the invoice PDF in the conversation with a short summary (invoice number, total and due date).
• Create invoice and Create customer in Wafeq from the panel.
• View in Wafeq to open the customer in Wafeq.

In Workflows

• Create invoice: create a Wafeq invoice for the contact; later steps can send {{invoice.number}} and other invoice details.
• Create customer: create the contact as a Wafeq customer, or find the matching one.

#Before you begin

• You need a Wafeq organization and a user who can approve app access.
• Your Wafeq chart of accounts needs at least one revenue account for invoice lines.
• In Resool, only workspace Owners and Admins can connect apps. Creating invoices and customers from the panel needs permission to manage contacts.
• Customers are matched to a contact by email address or phone number.

#How to connect Wafeq to Resool

1. Go to Settings › Apps.
2. Find Wafeq under Available now (or open the Accounting tab) and click Connect.
3. The Connect Wafeq dialog lists what Resool will be able to do: see your organization's name and currency, see and create contacts (customers), and see and create invoices using your revenue accounts and tax rates. Click Continue.

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Settings › Apps, Accounting tab › Wafeq › Connect

The "Connect Wafeq" dialog with its description, the three permissions and the Cancel and Continue buttons.

File: screenshots/wafeq-connect-dialog.png

1. Sign in to Wafeq in the window that opens and approve access.
2. You're returned to Resool and see Wafeq connected. The card shows your organization and the Manage and Disconnect buttons.

#How to configure Wafeq

Click Manage on the Wafeq card to open Wafeq settings. Changes are saved with the save bar at the bottom; Discard reverts them.

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Settings › Apps › Wafeq › Manage

The "Wafeq settings" side sheet with Invoice defaults (Revenue account, Tax rate set to a 15% VAT rate, Due in, Invoice status) and Customers (Create customer automatically).

File: screenshots/wafeq-settings-sheet.png

Invoice defaults

• Revenue account: the Wafeq revenue account invoice lines are posted to. First revenue account uses the first one in your chart of accounts.
• Tax rate: applied to invoice lines that don't pick a tax, for example your VAT rate.
• Due in: days from the invoice date until it's due. 0 means due on receipt.
• Invoice status: Draft stays editable in Wafeq; Finalized (issued) issues the invoice.

Customers

• Create customer automatically: when an invoice is created for a contact with no matching Wafeq customer, Resool creates one. When it's off, the invoice isn't created.

#How to use Wafeq in the Inbox

1. Open a conversation and click the Wafeq icon in the right-hand sidebar.
2. Review the customer, Balance due and Invoices.
3. Click Send in chat on an issued invoice to send its PDF, or Open to open it in Wafeq.

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Inbox › open a conversation › Wafeq icon in the right sidebar

The Wafeq panel for a matched contact with amounts in SAR: the customer card, Balance due, invoices with Paid and Overdue badges and their Send in chat and Open buttons, and the Create invoice and "View in Wafeq" buttons.

File: screenshots/wafeq-inbox-panel.png

#Create an invoice

1. Click Create invoice.
2. Enter each line's Description, Qty and Unit price, and pick a Tax or No tax. Click Add item for more lines (up to 20).
3. If you have more than one revenue account, choose one in Revenue account.
4. Set Due (On receipt, or in 7, 14, 30 or 60 days) and Status (Draft or Finalized (issued)).
5. Click Create invoice.

If the contact isn't in Wafeq yet, click Create customer.

The same panel opens from the contact's page under Connected apps; sending in chat works from a conversation only.

#How to use Wafeq in Workflows

Add a step from the Accounting group:

• Create invoice: set App to Wafeq, add Items, and optionally set Currency (an ISO code such as SAR or AED; empty uses your Wafeq organization's currency), Due and Status, or keep Use app default. Later steps can use {{invoice.number}}, {{invoice.total}}, {{invoice.currency}}, {{invoice.due_date}}, {{invoice.status}} and {{invoice.id}}.
• Create customer: the contact is matched in Wafeq by email or phone; when there is no match a customer is created.

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Workflows › a workflow › Add a step › Accounting › Create invoice

The Create invoice step with App set to Wafeq, one item (description with a variable, quantity 1, unit price, VAT tax), Currency SAR, and Status "Finalized (issued)".

File: screenshots/wafeq-workflow-step.png

#How to disconnect Wafeq

1. Go to Settings › Apps and click Disconnect on the Wafeq card.
2. Confirm in the Disconnect Wafeq? dialog.

Resool stops accessing your Wafeq organization.

#FAQ and troubleshooting

#I get "Wafeq has no revenue account to post the invoice to"

Add a revenue account in Wafeq's chart of accounts, then create the invoice again.

#Does the customer get a payment link?

Send in chat sends the invoice PDF with the invoice number, total and due date. To collect payment online, share your payment link separately.

#Why doesn't the panel find the customer?

Customers are matched by email or phone.

What you can do:

• Add the email or phone from the Wafeq contact to the Resool contact, with the country code.
• Or click Create customer.

#"Wafeq refused the connection"

The connection expired or access was revoked. Reconnect Wafeq from Settings › Apps.

#What's next?

• Workflow steps
• Odoo
• Zoho Books
• Getting started with apps