Mercury + Wave
Record new Mercury transactions as sales in Wave
Keep your financial records accurate and tidy with this workflow. As soon as a new transaction occurs in Mercury, it promptly logs a sale in Wave. Using this process not only reduces manual errors but also saves you time, allowing you to focus on enhancing your business operations.
Keep your financial records accurate and tidy with this workflow. As soon as a new transaction occurs in Mercury, it promptly logs a sale in Wave. Using this process not only reduces manual errors but also saves you time, allowing you to focus on enhancing your business operations.
- When this happens...New Transaction
Triggers when a new transaction is created on any bank account (eg. Checking or Savings). Optionally, can also include any Credit account (eg. Physical/Virtual Credit or Debit). This trigger fires before the transaction settles.
- automatically do this!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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Account Balance
Triggers when an account's balance changes.
Try ItFailed Transaction
Triggers when a transaction fails.
Try ItSettled Transaction
Triggers when a transaction settles.
Try ItBusinessRequired
Try It
Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItInclude Credit Accounts?
Try ItTransaction Update
Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.
Try ItBusinessRequired
Try It
