Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 

Discussion List

  • (Image) Protect yourself with a payments Terms of ServiceAccepting payments online reduces the work for you and your customer, and can get you paid faster. This guide teaches you how to write a terms of service that works for your business. It also shows... Read the full story here
    System 3.7K views 10 comments Most recent by Micha3l_B3ll July 4, 2020 6:58PM
  • I went through every transaction I had and categorized each item. I just want to run a report and export my transactions by category (account) and that doesn't seem possible. I have tried every kind of report available and none of them are working for this simple task. I've written to support and no one is responding. If anyone from WAVE actually …
    Lyndajoy 5 views 5 comments Most recent by Mikeg July 4, 2020 6:33PM
  • (Image) Pay your employeesYou're all set up! Running your payroll is just a button away. Here's how.  Before you run your first payroll, please ensure you've completed the previous steps: Added your employee(s) Completed y... Read the full story here
    System 3 views 1 comment Most recent by Milenita July 4, 2020 5:05PM
  • (Image) Is my information secure?As we've moved further into the digital age, you've probably become more and more comfortable sharing things over the internet. But of course, you need to be especially cautious when any type of ba... Read the full story here
    System 1.7K views 9 comments Most recent by Gashtasb July 4, 2020 4:19PM
  • (Image) Everything looks backwards! A debits & credits overviewJumping into the accounting world can be a bit scary. There are lots of new concepts to learn, and things may look a little backwards from you personal bank accounts until you get used to the new w... Read the full story here
    System 5.6K views 23 comments Most recent by WartyNZ July 4, 2020 10:41AM
  • Is there a way to associate a bill to a customer? Currently, whenever a bill is payed, I need to associate the customer to that bill payment through Accounting > Transactions. For example, when an invoice is raised, it automatically associates the customer to that invoice & hence there is no need to associate it through Accounting > Tra…
    Nish 2 views 0 comments Started by Nish July 4, 2020 7:09AM
  • (Image) How to handle invoice deposits or pre-paymentsIf you work with clients on an ongoing basis, or if you're beginning a large project, you may want to accept a deposit or pre-payment from your customer. We'll walk you through how you can easily h... Read the full story here
    System 14.2K views 96 comments Most recent by Kimpton July 3, 2020 6:33PM
  • (Image) [UK] Prepare your VAT returnThis article reviews how to prepare to file VAT, how to make necessary adjustments, and how to run the reports that you will use in your bridging software. Disclaimer The explanations and advice i... Read the full story here
    System 1.4K views 11 comments Most recent by Mariusm July 3, 2020 6:07PM
  • (Image) Report and fileNow that you've categorized all your transactions and made any necessary adjustments, you have a full picture of the income earned during your financial year, and the expenses incurred to support t... Read the full story here
    System 3K views 14 comments Most recent by Luciel July 3, 2020 4:58PM
  • (Image) How much does Payroll by Wave cost?With no setup fees or hidden charges, Payroll by Wave is as affordable as it is accurate! If you're ready to make the switch to Wave, select your country below to see how Payroll by Wave's pricing ... Read the full story here
    System 32.9K views 47 comments Most recent by queengeek July 3, 2020 4:39PM
  • (Image) What is a payment account?A payment account is any account into which you deposit income, or out of which you pay bills.  Common payment accounts include: Savings accounts Checking accounts Lines of credit Cash on Hand Cre... Read the full story here
    System 23.9K views 23 comments Most recent by Whiteoaksranch July 3, 2020 4:35PM
  • Apologies for being a rookie. I used Wave in 2018. Worked fine. Now I am ready to enter and categorize all the 2019 transactions. I only see the last month or so of 2020, nothing I entered previously. Do I just keep entering "load more transactions" until I see all the transactions? Any concerns with creating dups? Why doesn't ever…
    scolesworthy 3 views 0 comments Started by scolesworthy July 3, 2020 3:52PM
  • (Image) 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 10.8K views 55 comments Most recent by ConnorM July 3, 2020 3:26PM
  • (Image) How to add a product or serviceA 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 3.3K views 36 comments Most recent by Kccool July 3, 2020 3:12PM
  • (Image) Introduction to the transactions pageThe Transactions page is where all of your transactions live. You can create, filter, sort, and edit your transactions here. Take a moment to check out everything you can do. From the Transactions... Read the full story here
    System 6.4K views 62 comments Most recent by David_MKN July 2, 2020 9:02PM
  • (Image) Track your Shopify online sales with Wave's free Shopify add-onIf you sell online with Shopify, Wave's free add-on App can automate your bookkeeping of paid orders, refunds, and payouts. Read on to learn how to install and set up the App, and to understand how... Read the full story here
    System 365 views 11 comments Most recent by JennyKay July 2, 2020 8:58PM
  • (Image) How to set up an invoice reminderAn invoice reminder is an automatic email message to remind your customer that an invoice is coming due or that it is overdue. This is a great way to stay on top of reminding your customers that yo... Read the full story here
    System 5.9K views 110 comments Most recent by AW_Lessons July 2, 2020 8:54PM
  • I have tried on numerous occasions to get support and no one is getting back to me. What's the magic word?
    Lyndajoy 2 views 0 comments Started by Lyndajoy July 2, 2020 8:02PM
  • (Image) What to do if Wave can't read your statement in CSV formatIf 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 14.7K views 86 comments Most recent by wearecruxlabs July 2, 2020 6:51PM
  • I just started my new business and got my first payment through Wave Payments. The next day I received an email that the account was temporarily disabled and requested an email response with attachments such as bank statements. The email address is not the Wave Apps domain. The email replies to: @waveaccounting2.zendesk.com Is this request a leg…
    828_DEV 6 views 1 comment Most recent by 828_DEV July 2, 2020 5:46PM
  • (Image) 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 3.2K views 35 comments Most recent by AlexL July 2, 2020 4:16PM
  • (Image) 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 6.2K views 72 comments Most recent by David_333 July 2, 2020 2:04PM
  • (Image) Taxes: Recoverable vs. Non-RecoverableYou most likely collect sales taxes from your customers and then remit the money you collected to the government tax authorities.  You also very likely pay taxes on items you buy for your business ... Read the full story here
    System 43.8K views 57 comments Most recent by AlexL July 2, 2020 1:27PM
  • (Image) Reconciling invoicesWhat do you need to do when your clients pay your invoices using Payments by Wave? When your client pays you through Payments by Wave, your invoice will automatically be marked as PAID and recorded... Read the full story here
    System 5.7K views 21 comments Most recent by sgb July 2, 2020 4:47AM
  • I am trying to find the option to amend the existing GST item but cannot see it anywhere allow to do that. Can anyone please show me ?
    Cestlavievic 2 views 0 comments Started by Cestlavievic July 2, 2020 2:42AM
  • (Image) How to set a default businessWhen you create a Wave account with a business and a personal tab, or with multiple businesses, Wave will automatically choose which to show when you log in. If you would like to change where Wave ... Read the full story here
    System 254 views 6 comments Most recent by murray July 2, 2020 1:55AM
  • (Image) Switching to Wave from FreshbooksGet your Wave account set up the way you like it If you have not already done so, complete the steps in Setting up your Wave account before switching. Create any outstanding (unpaid) invoices Out... Read the full story here
    System 2.1K views 10 comments Most recent by Naim July 2, 2020 12:08AM
  • (Image) 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 18.4K views 189 comments Most recent by suzybaz757569 July 1, 2020 8:14PM
  • (Image) [Limited Release] Everything you need to know about Instant PayoutsAs they say, time is money. With Instant Payouts, you’ll be able to push funds to your bank account via your Visa or Mastercard debit card and receive the money nearly instantly, even on evenings, ... Read the full story here
    System 5K views 23 comments Most recent by AlexL July 1, 2020 5:14PM
  • (Image) 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 8.8K views 75 comments Most recent by Beff July 1, 2020 3:51PM