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Accounting
Wafeq + Resool integration
Connect Wafeq to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wafeq, and send invoice PDFs in chat.
What you can do with Wafeq and Resool
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.
Connect Wafeq in minutes
Go to Settings › Apps in Resool, click Connect on Wafeq and follow the steps. No code needed.
Read the setup guideFrequently asked questions
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.
"Wafeq refused the connection"
The connection expired or access was revoked. Reconnect Wafeq from `Settings > Apps`.
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