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Accounting
Wave + Resool integration
Connect Wave to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wave, and send invoice PDFs and links in chat.
What you can do with Wave and Resool
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.
Connect Wave in minutes
Go to Settings › Apps in Resool, click Connect on Wave and follow the steps. No code needed.
Read the setup guideFrequently asked questions
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.
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`.
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Start your free trial, or talk to our team and we will help you set everything up.