Integration Recipes

Introduction

Wave invoice integration app provides 3 integration recipes in addition to the board view. The recipes are tailored to fit your CRM, sales & business process.

1 - Create/Send Invoice & Update Invoice Status

Description

This recipe will create/send an invoice to the customer in customerColumn for the products in productColumn. Watch a demo of this recipe.

Fields

1. status: This is a column of type status that will trigger the automation.
2. someting: This is one of the list of status labels for the trigger.
3. create/send: You can choose one of 'create' OR 'create & send'. To be able to 'create & send' make sure your wave account supports sending email invoices.
4. invoice: This is a mapping of the columns in your board to wave invoice properties. More details is in the Invoice mapping section of this doc here.
5. customerColumn: This column can be a text column or a connected column.
   • Text column: The text should match the customer name in wave.
   • Connect board column: The connected board should have customers imported/created using wave board view. If customerColumn or productColumn is a 'Connect board column', this recipe requires customer & product board view's to be set up as described in FAQ: Wave invoice integration.
6. productColumn: This column can be a text column or a connected column.
   • Text column: The text should match the product name in wave.
   • Connect board column: The connected board should have products imported/created using wave board view.
7. invoiceStatusColumn: This is the status of the invoice after its been created. This column will be updated by the integration recipe. You do not have to change this.
8. totalAmountColumn: This is the total amount of the invoice including taxes & discounts. This column will be updated by the integration recipe. You do not have to change this.
9. pdfUrlColumn: This is the url to download the invoice as a pdf. This column will be updated by the integration recipe. You do not have to change this.
10. waveAccount: This is the wave account to create the invoice. The wave account linked during the 'wave integration board view' setup will be displayed.

2 - Find/Create Customer, Create/Send Invoice

Description

This recipe will try to find a customer using email & name field in customer mapping. If no customer was found will create a new customer, And create/send an invoice to the customer for the products in linkedProductColumn. Watch a demo of this recipe.

Prerequisite

If customerColumn or productColumn is a 'Connect board column', this recipe requires customer & product board view's to be set up as described in FAQ: Wave invoice integration.

Fields

1. status: This is a column of type status that will trigger the automation.
2. someting: This is one of the list of status labels for the trigger.
3. customer: This is a mapping of the columns in your board to wave customer properties. More details is in the Customer mapping section here.
4. create/send: You can choose one of 'create' OR 'create & send'. To be able to 'create & send' make sure your wave account supports sending email invoices.
5. invoice: This is a mapping of the columns in your board to wave invoice properties. More details is in the Invoice mapping section of this doc here.
6. productColumn: This column can be a text column or a connected column (sub item is supported).
   • Text column: The text should match the product name in wave.
   • Connect board column: The connected board should have products imported/created using wave board view.
7. productQuantity: This column can be a text, number column (SubItem is supported).
8. invoiceStatusColumn: This is the status of the invoice after its been created. This column will be updated by the integration recipe. You do not have to change this.
9. totalAmountColumn: This is the total amount of the invoice including taxes & discounts. This column will be updated by the integration recipe. You do not have to change this.
10. pdfUrlColumn: This is the url to download the invoice as a pdf. This column will be updated by the integration recipe. You do not have to change this.
11. waveAccount: This is the wave account to create the invoice. The wave account linked during the 'wave integration board view' setup will be displayed.

3 - Create/Send Invoice

Description

This recipe will create/send an invoice to the customer in customerColumn for the products in productColumn. The recipe will not update any columns in the board.

Prerequisite

If customerColumn or productColumn is a 'Connect board column', this recipe requires customer & product board view's to be set up as described in FAQ: Wave invoice integration.

4 - Update Invoice Status

Description

This recipe will periodically update the status of the invoice in invoiceStatusColumn.

Invoice Mapping

All 3 recipes have an invoice field, this is a mapping of the columns in your board to wave invoice properties. The image below shows all the fields mapped. The fields in the left in the image are wave invoice properties & the fields selected are columns of the board.

Even though you can create a mapping without specifying any fields, we recommend at-least mapping the 'Invoice Number'.

• Invoice Number: Required for easy invoice identification
• Invoice Title: Optional text column
• Invoice Date: Uses today's date if missing
• Due Date: Uses today's date if missing
• Discount: Supports fixed (eg - 100) or percentage (eg - 10%)

Customer Mapping

The 2nd recipe has customer filed, this is a mapping of the columns in your board to wave customer properties. The image below shows all the fields mapped. The fields in the left in the image are wave customer properties & the fields selected are columns of the board.

Customer Name & Customer Email are required filed. The recipe ( Find/Create Customer ) uses name & email to find the customer. If the customer is not found, name & email are required to create a new customer.