This update brings WaveApps Integration to Aroopa Apps, enabling seamless invoice management directly from your workflows. You can now create or update invoices in WaveApps from within your flows by adding a WaveApps Invoice Node. This integration allows for efficient handling of invoice data, enabling you to dynamically push line items (such as project efforts, services, or product details) into WaveApps based on data captured during the workflow.

Key Features:

1. WaveApps Integration Setup:
2. Integrate WaveApps by adding it through Manage Integrations. Once connected, you can leverage the WaveApps Invoice Node within your workflows to automate invoice creation and updates.
3. Push Line Items into WaveApps:
4. Capture data from the workflow (such as services rendered, project work, or other relevant line items) and push it directly into WaveApps as part of an invoice. This integration ensures that the invoicing process is streamlined and accurate.
5. Project Efforts as Line Items:
6. You can also track and push project efforts into WaveApps as individual line items, making it easier to invoice clients based on the time or work completed on a project. This is particularly useful for service-based businesses or project-driven workflows.
7. Automatic Invoice Creation or Update:
8. Based on workflow triggers, invoices can be automatically created or updated in WaveApps, saving time and reducing manual errors in invoicing.

Use Case Examples:

1. Service Invoice Automation:
2. Scenario: A service-based business uses workflows to track the services provided to a client. Each time a service is completed, the system captures the service details and automatically adds them as line items to a new or existing invoice in WaveApps.
3. Benefit: This automates the invoicing process, ensuring that clients are billed accurately for services rendered without manual data entry.
4. Project-Based Billing:
5. Scenario: For a project-based business, you need to invoice clients based on the efforts tracked throughout the project. As the project progresses, data related to time spent or milestones achieved is captured in the workflow, and those efforts are pushed as individual line items into WaveApps.
6. Benefit: This ensures that each phase of the project is invoiced properly, allowing clients to be billed for completed efforts on a continuous basis without delay.
7. Custom Invoices from Workflow Data:
8. Scenario: After completing a form submission or client onboarding, you want to create a detailed invoice in WaveApps based on the captured information (such as purchased products, services, or custom pricing).
9. Benefit: The flow captures the relevant data and pushes it directly to WaveApps as an invoice, eliminating the need for manual invoice creation.
10. Recurring Billing:
11. Scenario: For businesses that require recurring invoicing (e.g., subscriptions or ongoing services), you can automate the process of creating invoices on a recurring basis using workflows and the WaveApps integration.
12. Benefit: Reduces administrative effort by automatically generating and updating recurring invoices based on predefined intervals or trigger actions within the workflow.

Impact:

1. Efficiency: Automates the invoice creation process, reducing manual intervention and errors.
2. Flexibility: You can tailor invoices to reflect project efforts, services, and other data captured in your workflows, making your billing more dynamic and precise.
3. Seamless Integration: The WaveApps integration ensures smooth synchronization between your workflows and WaveApps, giving you an end-to-end solution for managing client billing.

With this new integration, Aroopa Apps users can now manage invoicing in WaveApps directly from their workflows, creating a seamless bridge between automation and finance.