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Wave Integration Settings

How to manage advanced Wave integration settings for assigning products and services

Updated over a week ago

Manage your Wave integration settings to customize invoicing behavior.

Configuring Wave Integration Settings

Customize how MinuteDock creates invoices in Wave by setting default products and services at the Account, Contact, Project, or Task level.

Setting Default Integration Services

Configure a default Wave service that applies to all invoice line items unless overridden by specific Contact, Project, or Task settings.

  1. Access integration settings - Click the Wave link at the top of your MinuteDock screen

  2. Set default service - Choose a default Wave service from your available products and services

  3. Save settings - Your default will now apply to all invoice line items

ℹ️ Note: This default applies to all invoicing unless you've set specific services for individual Contacts, Projects, or Tasks.

How Tax Settings Work

Wave products and services can include default tax settings that will automatically apply to your MinuteDock invoices.

💡 Tip: If you've configured default tax rates for your Wave products or services, these will automatically apply to invoice line items in MinuteDock.

Managing Contact, Project, and Task Services

Assign specific Wave products or services to individual Contacts, Projects, or Tasks to override the default integration setting.

Setting Contact-Specific Services

  1. Go to Contacts - Click the Contacts tab in MinuteDock

  2. Find your Contact - Use the search bar if you have many Contacts

  3. Open Contact settings - Hover over the Contact and click the edit button

  4. Configure Wave service - Scroll to the Wave integration settings section at the bottom

  5. Select service - Choose a specific Wave product or service for this Contact

  6. Save changes - Click save to apply your settings

Success! This Contact will now use the assigned service for all invoice line items, unless overridden by Project or Task settings.

Setting Project and Task Services

Follow the same process for Projects and Tasks to create more specific service assignments.

For Projects:

  1. Go to Projects - Click the Projects tab in MinuteDock

  2. Edit Project - Find and click edit on your chosen Project

  3. Set Wave service - Choose the appropriate service in the Wave settings section

  4. Save changes - Click save to apply

For Tasks:

  1. Go to Tasks - Click the Tasks subtab under the main Projects tab

  2. Edit Task - Find and click edit on your chosen Task

  3. Set Wave service - Choose the appropriate service in the Wave settings section

  4. Save changes - Click save to apply

Service Priority Hierarchy

MinuteDock applies Wave services in this order of priority:

  1. Task-specific service (highest priority)

  2. Project-specific service

  3. Contact-specific service

  4. Default integration service (lowest priority)

ℹ️ Note: More specific settings always override more general ones. A Task service will override Project, Contact, and default settings.

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