Copilot + Wave

Record sales in Wave when new invoices are paid in Copilot

Streamline your sales workflow with this efficient automation. When an invoice gets paid in Copilot, the corresponding sale record is updated in Wave, ensuring your financial data stays updated without any manual effort. This will help you maintain your financial records accurately and save you time to focus more on other important aspects of your business.

Streamline your sales workflow with this efficient automation. When an invoice gets paid in Copilot, the corresponding sale record is updated in Wave, ensuring your financial data stays updated without any manual effort. This will help you maintain your financial records accurately and save you time to focus more on other important aspects of your business.

  1. When this happens...
    CopilotCopilot
    Invoice Paid

    Triggers when an invoice is paid

    TriggerInstant
  2. automatically do this!
    WaveWave
    Record Sale

    Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
wave logo
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 more

Related categories

  • Accounting

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