Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 

Discussion List

  • Invoice like a proLet’s get you paid! Your Wave account includes sophisticated invoicing features like estimates, recurring invoices, automatic reminders and more, but it all comes down to one thing: Getting money i... Read the full story here
    System 7.3K views 33 comments Most recent by Colin_Elvey June 25, 2021 6:27AM
  • How do I issue a refund?Sometimes, for any number of reasons, you may have to issue a refund. We do our best to make this process quick, easy, and intuitive. Click Sales > Payments in the left-hand navigation menu. ... Read the full story here
    System 16.3K views 108 comments Most recent by Lenka1_ June 25, 2021 4:15AM
  • How to upload a receiptHow to Upload a Receipt Take a picture of your receipt and upload it to your computer. Click on Receipts tab on the left side of your screen. Click on the Upload Receipt button and select your rec... Read the full story here
    System 16.1K views 65 comments Most recent by Nigel_Parry June 25, 2021 1:04AM
  • [Video] Attaching receipts to transactions in WaveThis video will walk you through the importance of maintaining records of your receipts for accounting purposes, as well as how you can attach receipts to your transactions in Wave.  For more info... Read the full story here
    System 249 views 25 comments Most recent by userfromBC June 24, 2021 11:15PM
  • Coming soon: Wave's new Receipts featureIn June, Wave is launching a new version of the Receipts feature and will be retiring the original Receipts feature set and mobile application. This page will introduce you to the new experience as... Read the full story here
    System 5.8K views 301 comments Most recent by bearmayor June 24, 2021 7:42PM
  • Understanding your new & improved chart of accountsWhen you navigate to your Chart of Accounts page, you’ll notice that it has received a serious facelift. We’ve upgraded and reorganized to make navigation more friendly and easier to understand. On... Read the full story here
    System 20.3K views 128 comments Most recent by MikeWhite85 June 24, 2021 2:47PM
  • How to account for donationsIn addition to your business' usual income and expenses, you might also give or receive monetary donations. This article explains how to record both the giving and receiving of monetary donations &... Read the full story here
    System 1.4K views 17 comments Most recent by JulianP June 24, 2021 1:58PM
  • Checkout by Wave: An easy, professional way to get paid up frontDo you want to get paid for a service or product you offer, without needing to create an invoice every time? Checkout does just that! You can probably think of lots of situations where it makes sen... Read the full story here
    System 9.1K views 104 comments Most recent by JulianP June 24, 2021 1:51PM
  • How to account for transaction feesIf you're one of the many business owners who uses credit card processing as a method of payment, then you’re more than familiar with transaction fees (also known as merchant fees). Most credit car... Read the full story here
    System 18.3K views 174 comments Most recent by mschristine65 June 23, 2021 8:52PM
  • A couple of problems with bank connection. One account that was connected - and was set to automatically import transactions - has disappeared from the list of connected accounts. Another two accounts (checking and credit card) that were automatically importing transactions, stopped. Are there issues with bank connections? Is this something that …
    JimC 16 views 3 comments Most recent by KiahD June 23, 2021 8:17PM
  • How to view or edit a billWhether you just need to check some details, or correct an earlier entry, viewing and editing Bills in Wave is easy. Here's how. Click Purchases on the left side of your screen and select Bills. F... Read the full story here
    System 1.9K views 21 comments Most recent by KiahD June 23, 2021 8:13PM
  • How to add your company logo to your invoiceTo learn how to add your company's logo to your invoices, follow the step-by-step instructions: From any page, click on Settings in the bottom left. Select Invoice/Estimate customization under the... Read the full story here
    System 7.3K views 17 comments Most recent by KiahD June 23, 2021 8:08PM
  • How to edit your business informationTo edit your business information such as your address, follow these steps: Click on your business name in the top left corner of your screen. Click Manage your profile in the drop-down menu. Clic... Read the full story here
    System 6.7K views 58 comments Most recent by KiahD June 23, 2021 7:32PM
  • Foreign Currency Invoices and BillsIf your business issues invoices or makes purchases in a foreign currency, Wave will automatically keep track of how these values convert to your business currency to keep your bookkeeping accurate... Read the full story here
    System 5.2K views 62 comments Most recent by KiahD June 23, 2021 6:56PM
  • Payments (Credit Cards)One of the most popular features in your Wave account is the ability to accept credit card payments on the invoices you send. What makes it so awesome? Invoices get paid in 2 days or less, on aver... Read the full story here
    System 17K views 113 comments Most recent by bnicole June 23, 2021 4:16PM
  • I'm confused about how to record refunds I've received from merchants I've purchased business equipment for. For instance: If I make a purchase for $500 of camera equipment but ended up returning $300 of it (and receiving a refund), what's the best way to record this in my transactions?
    kakuni 3 views 0 comments Started by kakuni June 23, 2021 2:41PM
  • First post here so very sorry if I am in the wrong place. I tried searching and everything I found had to do with Invoicing or receiving recurring payments. What I am curious about is how to setup recurring bills. For instance, every month I pay XX dollars to an insurance company. It's direct withdraw from our checking. I could wait to see it…
    DaveHaughs 6 views 0 comments Started by DaveHaughs June 23, 2021 2:30PM
  • Cannot see the "Create a new" button on Dashboard both on windows 10 and mobile (iphone, safari). Please help
    supakdee 3 views 0 comments Started by supakdee June 23, 2021 12:09PM
  • Hi there, I need help to finalise the migration to Zoho Books from wave. I have uploaded all reports in cvs but I'm stuck at the final stage where I have to add the Migration date and the Trial balance report, which I did already. I get the following notification: 'Opening balance can be added only once. To make any changes, you can edit them.' I…
    Emma_Advisory 10 views 1 comment Most recent by KiahD June 22, 2021 8:52PM
  • Wave Connect: Easily import and export data with Wave's Google Sheets add-onWave Connect is Wave's official add-on for Google Sheets. Use it to quickly upload customers, products, invoices, bank transactions and bulk journal entries to your Wave business. You can also down... Read the full story here
    System 27.5K views 305 comments Most recent by KiahD June 22, 2021 8:51PM
  • How do I troubleshoot my bank connection?Oh no, it's a redirect message! This article applies to a different kind of bank connection. Read more about bank connections. Bank connections are a great way to get data into Wave. Those buildi... Read the full story here
    System 17K views 333 comments Most recent by KiahD June 22, 2021 8:22PM
  • How do I pass credit card fees onto my customer?According to Visa, MasterCard and American Express merchant rules, merchants generally cannot charge a service fee when customers use their credit card. However, Visa, MasterCard, and American Expr... Read the full story here
    System 32.1K views 89 comments Most recent by KiahD June 22, 2021 7:42PM
  • User permissionsWave account owners can invite trusted individuals to collaborate on their account as a Viewer, Editor, or Payroll Administrator. As a guest user of a Wave business, you may see that the navigation... Read the full story here
    System 33.6K views 167 comments Most recent by KiahD June 22, 2021 7:34PM
  • How to create an estimateCreating professional estimates in Wave is quick and easy. When your client accepts the estimate, you can go right ahead and convert it straight to an invoice to save even more time! Click on Sale... Read the full story here
    System 8.4K views 54 comments Most recent by KiahD June 22, 2021 7:27PM
  • How to export your accounting dataFrom time to time, you may want to generate a backup copy of your account information, whether for tax purposes or simply for your personal records. Your data export contains your accounts, general... Read the full story here
    System 21.8K views 98 comments Most recent by nickreading June 22, 2021 7:27PM
  • Hi team Our business bought gift certificates to be given as gifts to clients. How do I appropriately record this transaction? I am a bit confused as I am trying to connect our receipt to support this transaction but I am not sure how to properly do it in Wave. NOTE: We're not selling those gift certificates. We are giving them as gifts.
    Racedg 4 views 1 comment Most recent by KiahD June 22, 2021 7:10PM
  • Claim reimbursable expenses on an invoiceA reimbursable expense is a cost you incur on behalf of a customer. Travel expenses and special materials or supplies are examples of common reimbursable expenses. When you bill your client, includ... Read the full story here
    System 18.4K views 99 comments Most recent by KiahD June 22, 2021 6:12PM
  • How to add and pay contractorsYou can pay independent contractors using Payroll by Wave. Because of their special tax status, contractors are considered vendors in Wave. This keeps your accounting accurate and your business com... Read the full story here
    System 19.9K views 49 comments Most recent by aks100 June 22, 2021 5:43PM
  • NEW: Direct deposit with WaveThis article applies to Wave Payroll in Canada. We’re bringing the direct deposit process in-house to give you more control and deeper insights into the payroll process. Read on for what’s changed.... Read the full story here
    System 3.7K views 10 comments Most recent by JonathanD June 22, 2021 4:09PM
  • Is Wave available in my language?Wave is only available in English, but there are some easy ways to make it work for you, wherever you are in the world! Wave is always working to improve our platform and broaden our offerings for ... Read the full story here
    System 5.6K views 50 comments Most recent by person June 22, 2021 9:35AM