ServeManager + Wave Integration

Connect ServeManager to Wave in 1 click

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Wave + ServeManager Integration

Create ServeManager company from new Wave invoice

If you're a small business owner who uses Wave to manage your finances, you may be wondering if there's a way to automatically create a company profile in ServeManager whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with ServeManager and Wave!
ServeManager + Wave Integration

Create Wave customer from new ServeManager company

If you have created a company in ServeManager, it's important to create a customer in Wave. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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ServeManager + Wave Integration
1.
  • ServeManager
    Job is created in ServeManager
  • ServeManager
    Attempt is logged in ServeManager
  • ServeManager
    Affidavit is created in ServeManager
  • ServeManager
    Company is created in ServeManager
  • ServeManager
    Invoice is issued in ServeManager
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • ServeManager
    Create job in ServeManager
  • ServeManager
    Create court case in ServeManager
  • ServeManager
    Search court case in ServeManager
  • ServeManager
    Search job in ServeManager
  • ServeManager
    Create company in ServeManager
  • ServeManager
    Search company in ServeManager
  • ServeManager
    Create note in ServeManager
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave
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