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Wave - Create PDF, Word, Excel Documents
Wave connects with Documentero to turn your invoice data into ready-to-use documents. When new invoices appear in Wave, Documentero can instantly generate PDFs, Word files, or spreadsheets using your custom templates. This makes it easy to keep consistent records, share professional documents with clients, or prepare files for accounting and reporting. The integration works through API, Make, Zapier, or n8n, giving you flexible options to set up your workflows.
Wave
Documentero
Triggers
Watch Invoices — Returns invoices since the last check.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Wave using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Wave using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Wave data
Create Excel reports from Wave invoices for accounting
Export Wave invoices into Word documents for client communication
Generate monthly financial summaries from Wave invoices
Create professional receipts from Wave transactions
Build tax-ready reports from Wave invoices in Excel
Export Wave invoice data into PDF files for record keeping
Create detailed client billing reports from Wave invoices
Generate custom contract documents using Wave invoice information
Create year-end financial reports from Wave invoice history
How you can use Wave + Documentero
Invoice PDF generation
Automatically create a branded PDF invoice whenever a new invoice is issued in Wave.
Client summary reports
Generate a monthly client report in Word format using Wave invoice data.
Accounting spreadsheets
Export invoice details from Wave into an Excel file for bookkeeping or tax preparation.
Custom receipt creation
Produce personalized receipts in PDF format for each paid invoice in Wave.
Batch invoice archive
Collect invoices from Wave and generate a single PDF file for archival or compliance purposes.
Setup Guides
Zapier Tutorial: Integrate Wave with Documentero
- Create a new Zap in Zapier.
- Add Wave to the zap and choose one of the triggers (Watch Invoices). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Wave trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Wave with Documentero
- Create a new scenario in Make.
- Add Wave to the scenario and choose one of the triggers (Watch Invoices). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Wave trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Wave with Documentero
- Create a new workflow in n8n.
- Add Wave to the workflow and choose one of the triggers (Watch Invoices). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Wave trigger.
- Execute (or activate) your workflow and verify the output.
