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Weekly

Get a Friday summary of invoices you sent

At the end of each week you have a record of every invoice created in Wave and the total billed.

Runs
Weekly
Apps
Wave
AI
Not needed
Access
full access token

Send this to your assistant

Create a ClickRuntime automation: every Friday at 5pm, email me all invoices I created in Wave since Monday, with customer, amount and status, and the week's total.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Month after month, a bookkeeper or owner is asked a simple question: how many invoices did we send last week, and for how much? In Wave the answer means opening the Invoices page, filtering by date, and adding up the totals. When that is not done on a regular rhythm, billing gaps hide. A recurring client simply never got an invoice for the month, and it surfaces only when cash runs short.

Every week the automation queries Wave for invoices created in the past seven days and emails you the list: number, customer, date and amount, with a total at the bottom. It reads the createdAt value on each invoice, so the window is exact and nothing is counted twice across weeks.

It is useful for owners who want a Monday check that billing is keeping pace with the work that was actually done.

What you get out of it

  • Spot customers who were never billed

    If a retainer client is missing from the weekly list, you notice within days. A forgotten invoice found in week one costs nothing; the same one found in month three becomes an awkward back-bill and a delayed payment.

  • Weekly billing total at a glance

    The email adds up what you invoiced, so you see whether revenue billed this week is on track against the month's target without opening a report, exporting a file or asking the bookkeeper for a quick number.

  • Easy hand-off to an accountant

    Forwarding the weekly emails gives your accountant a running log of what was issued and when, which shortens the questions at quarter end and reduces the time they bill you for reconstructing invoice dates.

  • Catches duplicate invoices

    Two invoices for the same customer and amount in one list stand out. You can void the duplicate before the client pays twice or calls to complain, which protects the relationship and saves a refund.

  • Builds a habit of regular review

    A message that arrives on the same day each week creates a small ritual. Billing is checked weekly rather than only when money gets tight, which is when mistakes are most expensive to discover.

How it works

What happens, step by step

  1. Every Friday ClickRuntime gets the invoices created in Wave during the week.

  2. It lists each one with the invoice number, customer, amount and status, and adds up the total billed.

  3. The weekly record arrives in your inbox as one email.

Before it runs live

  • Connect Wave

What you get

RunsWeekly
Get a Friday summary of invoices you senttoday, 9:00Succeeded
Email · Invoices this weekWave invoices this week: 5,320.00 #1090 Northwind Traders: 2400.00 (SENT)

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Run it at a different time, more or less often, or only on weekdays
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Wave steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
new_invoice_log.pyexample
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, notify

BUSINESS_ID = "your-wave-business-id"

def wave(query, variables=None):
    token = credentials.connection("wave", "work")
    resp = http.post("https://gql.waveapps.com/graphql/public", headers={"Authorization": f"Bearer {token}"},
                     json={"query": query, "variables": {"biz": BUSINESS_ID, **(variables or {})}})
    return resp.json()["data"]["business"]

QUERY = """query($biz: ID!, $start: Date!) { business(id: $biz) { invoices(invoiceDateStart: $start, pageSize: 100) {
  edges { node { invoiceNumber status customer { name } total { value } } } } } }"""

@on_trigger
def run(event):
    monday = date.today() - timedelta(days=date.today().weekday())
    invoices = [e["node"] for e in wave(QUERY, {"start": monday.isoformat()})["invoices"]["edges"]]
    lines = [f"#{i['invoiceNumber']} {i['customer']['name']}: {i['total']['value']} ({i['status']})" for i in invoices]
    total = sum(float(i["total"]["value"]) for i in invoices)
    notify.email_me(f"Wave invoices this week: {total:,.2f}", "\n".join(lines) or "No invoices this week.")
    return {"count": len(lines), "total": total}

FAQ

Common questions

Does the log include draft invoices?
The query lists invoices created in the window, and drafts have a creation date, so they can appear. If you only want sent invoices counted, ask for a filter on status so unsent drafts are left out of the weekly list and the total.
What period does each weekly email cover?
It covers the seven days before the run, based on each invoice's creation timestamp. A weekly Monday email therefore lists invoices created from the previous Monday up to the moment the automation ran, with no gaps between consecutive emails.
Can the totals be split by currency?
Wave businesses can invoice in more than one currency. The email can group totals per currency so dollar and euro amounts are not added together, which is worth asking for if you bill international clients and want honest numbers.
What permissions does it need?
full access token. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get a Friday summary of invoices you sent” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.