Add Cash Flow Frog projections to forecasts with new invoices in Wave
When you issue a new invoice on Wave it means that you expected to get paid a certain amount of money by a certain customer, and that should be reflected in your cash flow forecast. To achieve those updates effortlessly, set up this Zap. Once you do, a new cash flow projection will be automatically added to your forecast based on the invoice's amount, due date, and customer, as soon as the invoice is added in Wave.
When you issue a new invoice on Wave it means that you expected to get paid a certain amount of money by a certain customer, and that should be reflected in your cash flow forecast. To achieve those updates effortlessly, set up this Zap. Once you do, a new cash flow projection will be automatically added to your forecast based on the invoice's amount, due date, and customer, as soon as the invoice is added in Wave.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Projection
Creates a cash flow projection
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BusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
Account Number
Currency
First Name
Last Name
Email
Phone Number
Toll Free Number
Mobile Number
Fax Number
Website
Address1
Address2
City
Country
Postal Code
Shipping Contact
Shipping Delivery Instructions
Shipping Phone Number
Shipping Address1
Shipping Address2
Shipping City
Shipping Country
Shipping Postal Code
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Due Date
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired