Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 
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Discussion List

  • Improvements to transaction splitting Occasionally, you may receive a payment that covers more than one invoice. When this happens, the easiest way to manage things is to split the transaction into the respective invoice amounts, and t... Read the full story here
    System 43 views 4 comments Most recent by daniellyu December 16, 2018 7:22AM
  • Possible integration issue with Capital One Wave has received reports that recent technology upgrades undertaken by Capital One may interrupt Wave's bank account integration for Capital One customers. The upgrades appear to disrupt all third... Read the full story here
    System 162 views 12 comments Most recent by FitzDesignz December 15, 2018 10:55PM
  • I have a client that pays me by bank payment. The last time he paid me the funds never reached me, and I got an incorrect bank information message. He had to go back and re-enter the information at then it work. Same information he put in before. Now another client has the same problem, except when he payed the invoice the money was put into …
    dmcfarlan 6 views 0 comments Started by dmcfarlan December 15, 2018 4:24PM
  • How to export receipts To export receipts Select the Settings menu on the bottom left and click Export under Other. On the Export Your Data page, click Export your receipts In a few moments you'll will receive an ema... Read the full story here
    System 156 views 2 comments Most recent by JordanFromWave December 14, 2018 10:19PM
  • How to record a transfer from a foreign currency bank account If your business frequently makes sales or purchases in a different currency than your primary Business Currency, there's a good chance you have one or more Foreign Currency Bank Accounts. Recordin... Read the full story here
    System 71 views 4 comments Most recent by Julka December 14, 2018 10:49AM
  • What are customer statements and when should I use them? Customer statements allow you to summarize all the invoices and payments for a customer between two dates in a single view.  Send a statement to your customers if they have more than one invoice ou... Read the full story here
    System 274 views 4 comments Most recent by sgsteyn December 14, 2018 7:06AM
  • Understanding bank connections Wave works with a specialist provider of secure bank data connections to offer you the ability to import your bank transaction data. We believe data connections are a huge asset when it comes to yo... Read the full story here
    System 25 views 1 comment Most recent by pcsmarts December 14, 2018 6:26AM
  • Handling business expenses with a personal bank account It’s a good idea to keep your business and personal finances separate, but every once in a while you might happen to make a business purchase with a personal bank account. If you need to account fo... Read the full story here
    System 184 views 5 comments Most recent by AnnaMM December 14, 2018 5:08AM
  • How to ensure receipt expenses are not duplicated If you have linked the same bank account to Wave to which your receipts are being charged, then you may see duplicate transactions. As soon as you verify the receipt in Receipts by Wave, an expense... Read the full story here
    System 265 views 4 comments Most recent by ilesinvestments December 13, 2018 1:29PM
  • Hi wave ! Would be appreciate if you can adjust the spacing for the 'Quantity' column. It's takes too much space and stretched the invoice to too long. making it looks very weird.
    secretfloral 2 views 0 comments Started by secretfloral December 13, 2018 10:49AM
  • How to create an invoice Creating an invoice is one of the first (and most common) things you'll do in Wave, and Wave makes creating and sending invoices easy. Click on Sales in the menu at the left of your screen and sel... Read the full story here
    System 205 views 2 comments Most recent by Samd December 12, 2018 9:39PM
  • Upload a bank or credit card statement in .csv format The easiest way to get transactions into Wave is to connect your bank account for automated updates. Sometimes, however, this may not be possible. You may prefer not to connect your bank or you may... Read the full story here
    System 828 views 7 comments Most recent by jdaniellewehunt December 12, 2018 4:24PM
  • TPATPA
    Morning, we have been using Wave seamlessly without too much of a hassle. Please can someone advise us, whats next once a refund has been issued. Example 1. We invoice the client for $10. They will pay us $1/month over 10 months. 2. Client pays $1 monthly for 5 months ($5) 3. Client cancels in month 6. We retain $1 as a cancellation fee …
    TPA 15 views 2 comments Most recent by TPA December 12, 2018 2:04PM
  • Why do journal transactions appear on the transactions page? Use journal transactions to make an adjustment to your accounts in Wave. Journal transactions you create will appear on your transactions page. The transactions page in Wave is intended to reflect ... Read the full story here
    System 43 views 1 comment Most recent by generalinq December 11, 2018 11:55PM
  • 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 239 views 2 comments Most recent by Samd December 11, 2018 8:35PM
  • How do I ensure my invoice income isn't duplicated? If you have the same bank account linked to Wave in which your Payments by Wave deposits are made, then you may see duplicate transactions. As soon as your customer makes a payment, the transactio... Read the full story here
    System 212 views 5 comments Most recent by Samd December 11, 2018 7:02PM
  • Hi. When I enter a receipt and select normal vat, why doesn't it automatically calculate the vat content of the total value? Surely this is a very straightforward feature and saves having to calculate the vat content of every entry?
    Greystar 10 views 1 comment Most recent by Samd December 11, 2018 6:23PM
  • Community fundamentals Welcome to your community! We'll walk you through some of the things you'll need to do to get started so that you can get the most out of the forum.  Update your profile page Your profile page is w... Read the full story here
    System 12 views 0 comments Started by System December 11, 2018 12:49PM
  • How to account for a loan You’ve received a loan, so you need to account for it in Wave! This article will walk you through the process of bookkeeping, both receiving your loan, and paying it off. Accounting for receiving y... Read the full story here
    System 70 views 1 comment Most recent by Karma December 11, 2018 3:48AM
  • What to do if Wave can't read your statement in CSV format If your CSV file doesn't upload properly, you might see one of the error messages below. Read on for troubleshooting tips, or try using our CSV template, which you can download here. Error: "T... Read the full story here
    System 142 views 1 comment Most recent by Grahamg December 10, 2018 12:02PM
  • How to add a product or service A product in Wave is anything you sell that might bring you income, or anything you buy or pay for. It doesn't have to be something tangible. You can also add services you buy an sell are also to W... Read the full story here
    System 65 views 3 comments Most recent by Leesa December 9, 2018 4:41PM
  • What is a compound tax? A compound tax, or stacked tax, is calculated on top of a primary tax.  Here's an example of how compound tax would is calculated. We're using an item that costs $100: Item Price $100.00 GST (... Read the full story here
    System 156 views 0 comments Started by System December 8, 2018 3:30PM
  • How do automatic payments work? Automatic payments enable you to set up your recurring invoices to bill your customers automatically. A few simple clicks will ensure your repeat customers are notified and billed and you receive p... Read the full story here
    System 55 views 2 comments Most recent by Samd December 7, 2018 7:10PM
  • Adding sales taxes Adding a transaction to your Wave account typically comprises of three steps: categorizing the transaction, including a sales tax if appropriate, and marking the transaction as reviewed. We’ve made... Read the full story here
    System 55 views 2 comments Most recent by Samd December 7, 2018 4:03PM
  • How to handle sales tax returns and refunds from your government Attention: This FAQ does not apply to all businesses. Please consult a tax professional to learn more about what your business can claim and about which sales taxes are recoverable taxes. Depending... Read the full story here
    System 127 views 1 comment Most recent by edival December 6, 2018 11:08PM
  • Pausing Payments by Wave Pausing Payments by Wave Once you are fully set up with Payments by Wave you have two options for pausing this feature. You can toggle Payments On/Off on individual invoices directly from your Inv... Read the full story here
    System 69 views 2 comments Most recent by Samd December 6, 2018 7:33PM
  • How to create a transfer between two accounts (e.g. categorize a credit card payment) In Wave, when you move money from one bank account to another, you need to record a transfer. This makes sure your account balances are correct, and that you won't mistake a simple movement between... Read the full story here
    System 390 views 1 comment Most recent by nutritioncoach December 6, 2018 5:12AM
  • Send pre-filled Checkout forms to your customers Did you know you can customize the Checkout url you send your customers so that all the essential information is already filled in for them? All they’ll need to enter is their credit card details, ... Read the full story here
    System 39 views 2 comments Most recent by Ryan_W December 5, 2018 8:09PM
  • All about automatically categorizing transactions Oops! Looks like this content is meant for a different version of our accounting application. Head back to the Help Centre home page to search another topic or check out the related articles on the... Read the full story here
    System 295 views 2 comments Most recent by Ryan_W December 5, 2018 7:46PM
  • Bookkeeping changes to Payments by Wave You’re sending out invoices, and you’ve set up online payments. You’re all set to take payments with Wave – but what about the bookkeeping? Payments by Wave's new auto-reconciliation makes tracking... Read the full story here
    System 172 views 3 comments Most recent by Ryan_W December 5, 2018 7:13PM
 
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