• DRAFT
  • FINAL
  • REVIEW
  • SYNC

How to create and approve invoices with your AI

Connect Wave Accounting to your AI client once. From then on, you can handle your billing through simple chat commands.

Ask AI about this page

Short answer

How can I use my AI to manage Wave invoices?

You can tell your AI to draft new invoices or approve existing ones. This lets you manage your billing without logging into the Wave dashboard. You'll see how the drafting and approval process works below.

Invoice outcomes

Billing results

What happens when you give your AI a billing command.

DRAFT

New invoice drafts

The AI builds an invoice based on your chat details. It stays in draft mode until you're ready to send it.

FINAL

Approved for payment

Once you're happy with a draft, the AI marks it as approved. This moves the invoice into your active billing cycle.

REVIEW

Human oversight

You decide when a draft is ready. The AI won't send anything to a client until you explicitly approve it.

SYNC

Wave updates

Every action happens directly in your Wave account. Your records stay current without manual data entry.

The workflow

What your AI does when you request an invoice.

The AI handles the data entry and status changes in Wave.

  1. Create the draft

    The AI takes your client name, items, and amounts to build a new record in Wave.

    create_draft_invoice

  2. Review details

    You check the draft information in your chat to ensure the math and client details are right.

    create_draft_invoice

  3. Approve the invoice

    When you give the word, the AI changes the invoice status so it's ready for the client.

    approve_draft_invoice

  4. Finalize billing

    The invoice is now live in Wave, ready for payment processing.

    approve_draft_invoice

Try it

Copy these to start.

Use these prompts to trigger the Wave tools.

Starting points

Replace the bracketed text with your actual client names, service descriptions, and dollar amounts.

Wave Accounting Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_akfLJnhhwMgIgUvPyo8uJYV7KzfIA6TU4C8O9lfM/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Wave Accounting capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "wave-accounting-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_akfLJnhhwMgIgUvPyo8uJYV7KzfIA6TU4C8O9lfM/mcp"
    }
  }
}
Copy into chat04

  • Create a draft invoice for Acme Corp for web design services totaling $1,500.

  • Draft an invoice for Blue Sky Inc for consulting work at $200 per hour.

  • Approve the draft invoice I just created for Acme Corp.

  • Can you approve the draft invoice for the $500 maintenance fee for TechFlow?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Wave Accounting once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your AI immediately.

Connect Wave Accounting to your AI

FAQ

How this task behaves

  • 01

    Will the AI send the invoice to my client automatically?

    No. The AI only creates drafts or approves them. You must handle the actual sending through Wave or your preferred method.

  • 02

    Can the AI delete an invoice if I make a mistake?

    No. This MCP only has tools to create drafts and approve them. Deletions must be done manually in Wave.

  • 03

    Do I need to keep the Wave website open?

    No. Once connected, all invoice actions happen through your AI client.

  • 04

    Can the AI change the price on an existing approved invoice?

    No. The tools are limited to creating new drafts and approving existing ones.

  • 05

    How does the AI know which client to invoice?

    You provide the client name in your prompt, and the AI uses that information to build the draft in Wave.

  • More questions about Wave Accounting? The Connector page answers them. See everything the Wave Accounting Connector can do

Connect Wave Accounting to Claude, Cursor, ChatGPT & more