Wafeq + Nerve

Find Contact

Find Contact. Search your Wafeq contacts by name, email, phone, or tax number. Useful for checking if a customer already exists before creating a new one

Convert Quote to Invoice

Convert Quote to Invoice. Turn a customer-accepted quote into a real invoice. The new invoice copies the customer, line items, and totals from the quote

Download Invoice PDF

Download Invoice PDF. Download an invoice as a PDF. You can attach the file to a Gmail / Outlook email, save it to Google Drive or Dropbox, or upload it anywhere else in the flow

List Items

List Items. List products and services from your Wafeq catalog. Useful for syncing your catalog to a spreadsheet or another system

List Accounts

List Accounts. List accounts from your Wafeq chart of accounts. Useful for exporting your chart of accounts or finding account IDs you need elsewhere

Create Invoice

Create Invoice. Create a new sales invoice for a customer

Report Invoice to Tax Authority

Report Invoice to Tax Authority. Submit an invoice to the tax authority (ZATCA in Saudi Arabia, FTA in UAE). The invoice must already be finalized in Wafeq before you can report it

Create Contact

Create Contact. Add a new customer or supplier to your Wafeq address book so you can invoice them or record bills from them

Create Bill

Create Bill. Record a bill you received from a supplier (e.g. a vendor invoice you need to pay)

Record Payment

Record Payment. Record money received from a customer (paying an invoice) or money sent to a supplier (paying a bill)

Create Simplified Invoice

Create Simplified Invoice. Create a simplified (retail) tax invoice — used for walk-in / over-the-counter sales, especially in Saudi Arabia under ZATCA. Use a regular invoice for B2B sales instead

Create Credit Note

Create Credit Note. Issue a credit note to a customer — used when you refund them, correct an overcharge, or take back goods. A credit note reduces how much the customer owes you

Create Quote

Create Quote. Send a customer a quote (also called an estimate). Quotes can later be converted into an invoice with the "Convert Quote to Invoice" action

Create Item

Create Item. Add a product or service to your Wafeq catalog. Catalog items can be quickly added to invoices, bills, and quotes without retyping descriptions or prices

Custom API Call