1.Detect unbilled invoices
Integrate Wave and invoice workflows to monitor new or unbilled invoices and to pull source fields for processing.
Create invoices from customer list for billing staff
Automatically detect new or unbilled invoices in Wave across Wave accounting workflows. Create invoices and update source records so you can reduce reconciliation effort and avoid missed billings and keep billing staff aligned without manual reconciliation.
How this automation creates invoices from unlogged items
When unbilled invoice entries sit unprocessed in Wave, billing workflows slow down and reconciliation gets harder. This automation pulls source fields, creates invoices, and updates the Wave source record—so your team can invoice faster with fewer gaps.
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2.Look up matching customer
Integrate Wave and customer matching tools to identify the right customer record to continue invoice creation.
3.Create invoice with mapped fields
Integrate Wave and invoice line item tools to create an invoice using mapped source fields to invoice details.
4.Update source as processed
Integrate Wave and reporting systems to update or tag the source record to indicate processing completion.
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