Wave

See every business tied to your connected Wave account without leaving the chat.

Pull a business profile with its name, currency, and address in seconds.

Ask for a full customer list to review who you bill without opening Wave.

Look up one customer's complete details the moment you need them.

Set up a new customer record from a quick chat message.

Change a customer's contact or billing details on request.

Delete a customer record you no longer need to keep on file.

Review invoices filtered by status or customer to see what's outstanding.

Open a single invoice with its line items and totals right in chat.

Describe the work and your assistant builds the invoice with line items.

Adjust amounts or line items on an existing invoice before it goes out.

Move a draft invoice to approved so it's ready to send.

Email an invoice straight to the customer with a single request.

Flag an invoice as sent when you delivered it outside of Wave.

Log a manual payment against an invoice to keep receivables accurate.

Clear out an invoice that was created by mistake.

Browse everything a business sells to reuse on invoices and estimates.

Create a new product or service you can drop onto future invoices.

Revise pricing or details on an item you already sell.

View your chart of accounts to check where money is tracked.

Add a new line to your chart of accounts as your books grow.

See recorded money in and out for a business at a glance.

Log money in or out with proper double-entry from a plain chat request.

Check the quotes you've sent and where each one stands.

Turn a scope of work into a customer quote without manual entry.

Email a quote to the customer as soon as it's ready.

Turn an accepted quote into an invoice the moment the client says yes.

Review the tax rates set up in a business before you bill.

Set up a new tax rate to apply on invoices and estimates.

Fires when a new customer is created in Wave.

Fires when a new invoice is created in Wave.