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 recued-core.wave.estimate.read

Read estimate on wave

■ skip_mark_accepted compare

Check if setting mark accepted first does not equal true

◆ accepted_estimate recued-core.wave.estimate.mark_accepted

Mark accepted estimate on wave

skip: step.skip_mark_accepted equal true

◆ converted recued-core.wave.estimate.convert_to_invoice

Convert to invoice estimate on wave

■ conversion_succeeded compare

Check if converted result data convertEstimateToInvoice didSucceed equals true

◆ invoice recued-core.wave.invoice.read

Read invoice on wave

skip: step.conversion_succeeded not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

Settings 3 configurable

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

business id setting = [object Object]

estimate id setting = [object Object]

mark accepted first setting = false