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Katana + Wave

Create sales orders in Katana from new Wave invoices

Effortlessly streamline your invoicing and sales order processes with this workflow. When a new invoice is created in Wave, a corresponding sales order will be generated in Katana, eliminating the need for manual data entry and ensuring seamless order management. Keep your tasks synchronized and stay on top of your sales with this time-saving automation.

Effortlessly streamline your invoicing and sales order processes with this workflow. When a new invoice is created in Wave, a corresponding sales order will be generated in Katana, eliminating the need for manual data entry and ensuring seamless order management. Keep your tasks synchronized and stay on top of your sales with this time-saving automation.

  1. When this happens...
    WaveWave
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    KatanaKatana
    Create Sales Order

    Creates a new sales order.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • Customer or Company NameRequired

    • Account Number

    • Currency

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Toll Free Number

    • Mobile Number

    • Fax Number

    • Website

    • Address1

    • Address2

    • City

    • Country

    • Postal Code

    • Shipping Contact

    • Shipping Delivery Instructions

    • Shipping Phone Number

    • Shipping Address1

    • Shipping Address2

    • Shipping City

    • Shipping Country

    • Shipping Postal Code

    Action
    Write

    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write

    • BusinessRequired

    • EmailRequired

    Action
    Search

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write

    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write

    • BusinessRequired

    • NameRequired

    Action
    Search
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About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
Learn more

Related categories

  • eCommerce
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wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn moreHelp

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