Set up
Navigate to the ERP/Integrations tab, select Wave from the menu, and click the icon. The Connection Wizard will appear.
Achieve precision in your accounts receivable management by integrating Credit-IQ with Wave. No coding required
Navigate to the ERP/Integrations tab, select Wave from the menu, and click the icon. The Connection Wizard will appear.
Navigate through the wizard steps and select Wave from the dropdown menu. You will be shown which data Credit-IQ will have access to via Wave. A new window will open, log into your Wave account and authorise the connection by clicking “approve”.
Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.