Plumsail Documents + Wave Integrations
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Process NameRequired
Try ItBusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
Account Number
Currency
First Name
Last Name
Email
Phone Number
Toll Free Number
Mobile Number
Fax Number
Website
Must begin with
http://orhttps://(e.g.,https://www.zapier.comand notwww.zapier.com).Address1
Address2
City
Country
Postal Code
Shipping Contact
If any shipping details are set, this value is required.
Shipping Delivery Instructions
Shipping Phone Number
Shipping Address1
Shipping Address2
Shipping City
Shipping Country
Shipping Postal Code
BusinessRequired
Business to operate on.
NameRequired
The name of the product or service.
Description
Additional information about the product or service. This can be displayed on invoices you create in Wave.
PriceRequired
The price per unit in the major currency unit of the business (rounded to nearest 5 decimal places with ties going away from zero).
Process NameRequired
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
YYYY-MM-DD.
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Sales Order or Purchase Order Number.
Due Date
YYYY-MM-DD.
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Business to operate on.
Sale DateRequired
Date when the sale took place.
DescriptionRequired
Match a description field from your source app, or type a description to use for all transactions.
Number FormatRequired
How your source app represents amounts (check your sample data if you're not sure). Are they given in major units with decimals (e.g. $1.21) or in minor units with no decimals (e.g. 121ยข)?
Sale AmountRequired
The total amount of your sale, including any sales taxes. Must be in the same currency as the bank or other account into which you receive payment for the sale.
Sales Tax Abbreviation
The sales tax's abbreviation, exactly as you have set it up in Wave. How do I set up a Sales Tax in Wave? Sales Tax Amount required if providing Sales Tax Abbreviation.
Sales Tax Amount
The amount of tax included in the total Sale Amount. Must be the same currency and Number Format as Sale Amount. Sales Tax Abbreviation required if providing Sales Tax Amount.
Payment Processing Fee Amount
The amount of Payment Processing Fee deducted from the Sale Amount before you receive it. Must be the same currency and Number Format as Sale Amount. Payment Processing Fee Account required if providing Payment Processing Fee Amount.
Notes
Information from your source app that may be helpful to you. You can include more than one field from your source app, and also type extra text that tells you where this record came from.
Created At
The date and time the Sale was created in your source app.
External ID
Will not be shown in Wave, but if you provide a unique External ID from your source app, Wave will make sure you don't enter the same Sale more than once.
How to connect Plumsail Documents + Wave
- Step 1: Authenticate Plumsail Documents and Wave.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- Thatโs it! More time to work on other things.
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