Wave

Wave is accounting and invoicing software for small businesses. Connecting Wave to Resool shows each contact's Wave 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 with its link straight into the chat. Workflows can create customers and invoices in Wave too.

#What you can do with Wave

In the Inbox and on the contact page

• See the Wave 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 its total, due date and a "View and pay" link when Wave provides one.
• Create invoice and Create customer in Wave from the panel.
• View in Wave to open the customer in Wave.

In Workflows

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

#Before you begin

• You need a Wave account with at least one business. If you have several, you choose which one Resool uses after connecting.
• Wave invoice lines use a product or service, so create at least one in Wave.
• 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 Wave to Resool

1. Go to Settings › Apps.
2. Find Wave under Available now (or open the Accounting tab) and click Connect.
3. The Connect Wave dialog lists what Resool will be able to do: see your user and businesses, see and create customers, and see and create invoices with your products and sales taxes, and download their PDFs. Click Continue.

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Settings › Apps, Accounting tab › Wave › Connect

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

File: screenshots/wave-connect-dialog.png

1. Sign in to Wave in the window that opens and allow access.
2. You're returned to Resool and see Wave connected.
3. Click Manage and check that Business shows the Wave business you want to use.

#How to configure Wave

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

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Settings › Apps › Wave › Manage

The "Wave settings" side sheet with Business, Invoice defaults (Product or service, Tax rate, Due in, Invoice status) and Customers (Create customer automatically).

File: screenshots/wave-settings-sheet.png

Business

• Business: the Wave business that customers and invoices are read from and created in. Switching it forgets which customer each contact was matched to.

Invoice defaults

• Product or service: the Wave product or service invoice lines use; its income account and tax settings apply. First product or service uses the first one in your list.
• Tax rate: a Wave sales tax applied to invoice lines that don't pick one.
• Due in: days from the invoice date until it's due. 0 means due on receipt.
• Invoice status: Draft stays editable in Wave; Finalized (issued) issues the invoice.

Customers

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

#How to use Wave in the Inbox

1. Open a conversation and click the Wave 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 it, or Open to open it in Wave.

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

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

File: screenshots/wave-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 product or service, the form shows a Revenue account field that lists them. Pick the one to use.
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 a Wave customer 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 Wave in Workflows

Add a step from the Accounting group:

• Create invoice: set App to Wave, add Items, and optionally set 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 Wave by email or phone; when there is no match a customer is created.

#How to disconnect Wave

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

Resool stops accessing your Wave account.

#FAQ and troubleshooting

#I have several Wave businesses. Which one does Resool use?

The one selected under Business in Manage. Changing it makes Resool match contacts again in the new business.

#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 Wave customer to the contact.
• Or click Create customer.

#Can I send a draft invoice?

No. Send in chat appears on issued invoices only. Create the invoice as Finalized (issued), or approve it in Wave first.

#"Wave refused the connection"

The connection expired or access was removed. Reconnect Wave from Settings › Apps.

#What's next?

• Workflow steps
• FreshBooks
• QuickBooks
• Getting started with apps