Use “Convert a Wave estimate to invoice” in Recued. It runs the Wave estimate conversion workflow with approval before changes are made.

How it works 7 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (7 steps)

■ estimate ?

■ skip_mark_accepted compare

Check if setting mark accepted first does not equal true

■ accepted_estimate ?

skip: step.skip_mark_accepted equal true

■ converted ?

■ conversion_succeeded compare

Check if converted result data convertEstimateToInvoice didSucceed equals true

■ invoice ?

skip: step.conversion_succeeded not_equal true

■ card to_summary

Format results as a summary card

Settings 4 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

wave setting =

business id setting = [object Object]

estimate id setting = [object Object]

mark accepted first setting = false