Sales & Invoicing

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  • How do I record cash payments?
    Craypaws 12 views 2 comments Most recent by Craypaws January 23, 2019 1:20AM
  • I can see the payment in my dashboard and the invoice number associated with it but clicking on that number or the "view invoice" button puts me to a 404 error page. It's like the invoice never existed but somehow the payment for that invoice does.
    jcsumlin 5 views 0 comments Started by jcsumlin January 22, 2019 6:10PM
  • How do I enter the shipping cost in invoice for the item i sell and it is charged to the buyer, what account should I make for that?
    milzamsz 293 views 5 comments Most recent by Samd January 22, 2019 5:20PM
  • I have changed it every where I can find it and everything looks great except in the email it still says Estimate. Can anyone please tell me if there is a place to edit this. Thanks for your help!
    steelboxco 15 views 2 comments Most recent by Energyone January 22, 2019 2:17PM
  • Hello. I'm new here. How do I create receipt when a customer already pay the item they bought. I have not create an invoice for them but they already pay the item. Now they want a receipt for the item they bought. Please advise.
    Han2 6 views 0 comments Started by Han2 January 22, 2019 1:09PM
  • Am I able to download a complete list of Customers in excel?? The one which is already saved in my account.
    Shafi_1234 7 views 0 comments Started by Shafi_1234 January 22, 2019 9:47AM
  • Is there a way that you can add a slot for the deposit amount on the invoice after total?
    ASPS 274 views 27 comments Most recent by ASPS January 22, 2019 7:52AM
  • Hello, I would like to give users a chance to pay my invoices online, and I have seen the Wave instructions on how to add online payments, but I do not see the Payments option anywhere under Sales. If I try to create an Invoice, I do not see the "Make this available for online payment" option anywhere. I simply cannot find anything that points me…
    siggiboy81 19 views 3 comments Most recent by Ryan_W January 21, 2019 9:51PM
  • Good Morning Community, Please could you assist... Is there any way in which one can export a customer statement into PDF format? I have had a few corporate clients who have requested their statement as a pdf. I have tried to 'print to pdf' using the Nitro PDF creator software on my PC, but the attached is how it looks, and I cannot send…
    Lisa_7206 60 views 11 comments Most recent by AES_1 January 21, 2019 8:24PM
  • How do I generate purchase orders and print them, Most of my suppliers require written Purchase Orders which have to be mailed to them.
    AES_1 6 views 0 comments Started by AES_1 January 21, 2019 8:13PM
  • Hi community. How can I customise my "Invoice Reminders" or "Payment Receipts"? In my case, I want them to be written in German and a few more details. Is there a way to change the default text? Thank you
    Amadeus Hoffmann 162 views 14 comments Most recent by comoxvalleyarts January 21, 2019 6:47PM
  • Hello, My bank account is connected to Wave and I have automatic invoicing on for my client. When I look at the Income Statement dashboard, I see a section for my invoices (without the Wave processing fee applied) , a section for Merchant fees (just Wave processing) and also a Sales section which shows the income which was actually sent to my ban…
    thatonegirlt 44 views 8 comments Most recent by mjroads January 20, 2019 4:14PM
  • Hi Im having problems with the invoices. If i create the invoice with either stripe or paypal the invoice does not apppear on wave, the payment however does. Have I missed something?
    Seamus 8 views 0 comments Started by Seamus January 19, 2019 2:24PM
  • How can I restrict a contributor to creating invoices only?
    Waver_girl234 3 views 0 comments Started by Waver_girl234 January 19, 2019 2:06PM
  • Hi Wave - Newbie - Can someone please tell me how to do a report for sales invoices with a breakdown of Vat exclusive amounts - Many thanks
    Cedarwood10 21 views 2 comments Most recent by comoxvalleyarts January 19, 2019 7:01AM
  • Is it possible to rearrange items within Estimates? I see the option for Invoices but not for Estimates. It's really frustrating having to remove items and add them back just to have everything in my preferred order.
    chrisP 84 views 2 comments Most recent by Stepp January 19, 2019 1:08AM
  • Hi, I just subscribed and want to set invoice number in a particular format. Where should I go and set it. Thanks in advance. Busywings
    busywings 704 views 11 comments Most recent by Mick January 19, 2019 12:09AM
  • Hi community, i would to know how can i get statements or statistics about the sales. So i can see faster how many products (of the same or different) i have sold, or sort by client. Thanks
    SHM16 10 views 1 comment Most recent by AndrewFromWave January 18, 2019 6:30PM
  • Is there any way I can set my recurring invoice date to something between invoice date and 7 days? I invoice weekly for the following week, but want this to be 5 days. I seem to be only able to change this once the invoice is created - which means I can't set it to automatically send, which I want to have happen!
    fido 84 views 9 comments Most recent by Headroom January 18, 2019 6:14PM
  • Hi, I can't see a way in Wave where I can keep invoices from companies I have paid? I have my bank imported and the reference pops up, but don't I also need an invoice or receipt to back this up with? Or are bank reference sufficient evidence? I always pay with card and never cash. Also when a company invoices me, where do I keep that als…
    customlogoshop 20 views 1 comment Most recent by ailsa January 18, 2019 3:34PM
  • Paying vendors for goods and services with a credit card is common. How does Wave Handle this use case? I want to be able track my vendor purchases - see how much I have purchased from OfficeDepot. So the expense needs to be associated with the vendor but the payment associated with the credit card. Does Wave provide a guide for this use case?
    Barry8Schneider 12 views 1 comment Most recent by Laura_Kavanagh January 18, 2019 12:17AM
  • Hi! Wave newbie here. On any given week, I have multiple customers--some recurring, some one-time service users. I'm going to set up my repeat customers as a CUSTOMER, but what about my one-timers? Should I create a CUSTOMER sale for them or make a transaction only? To give you an example: In a 5 day work week, I can have up to 25+ customers …
    Tish518 11 views 1 comment Most recent by Kirk January 17, 2019 11:17PM
  • Hi there everyone! We have a dance and drama academy and just started using Waves to do our accounting. I have to re-create the last 6 months of invoices for each of our students, and then record the payments. Simple enough most of the time. But here is the scenario I haven't figured out how to solve: We send an invoice monthly. One month, Stu…
    LimitlessArts 13 views 1 comment Most recent by AndyFromWave January 17, 2019 10:38PM
  • Had an Invoice paid 5days ago, how long does it take to clear to account.
    Ashkeo20 5 views 0 comments Started by Ashkeo20 January 17, 2019 9:16PM
  • Hello, what does Skip Sending do? Does it just Skip sending the email? It seems like the Invoice is still posted on the Customers Portal even if Skip Sending is pressed. I guess I will need to leave Invoices in Draft state until I am ready to send?
    tekfranz 6 views 0 comments Started by tekfranz January 17, 2019 3:24PM
  • How do you enter in a partial payment
    homeprotec 269 views 2 comments Most recent by ThomasDaly January 17, 2019 10:01AM
  • There are two strange things happening whenever we export an invoice from the web or give a print out. * The exported PDF doesn't have enough margins. This poses issues while punching and filing the hard copies of invoices. * If we give a print directly from the web, the accent colored bar in the invoice vanishes.
    Mits 100 views 16 comments Most recent by Adrian22 January 16, 2019 9:50PM
  • I'm in the rental property business and it is often that we charge late fees for rent not received by the 5th of each month. It would really be nice if the late fee would auto add. I use freshbooks which does this and also been a quickbooks user for years. I came across Wave and would like to continue use but didn't realize such a simple featur…
    Goff Poll 266 views 7 comments Most recent by UHRP3 January 16, 2019 4:32PM
  • Hello, I have a photo booth rental company and I just had a customer cancel due to weather. I refunded them their payment less deposit. My invoice now shows a payment due. How can I close this invoice without deleting it altogether? Thanks for your input!
    circlegphotos 5 views 0 comments Started by circlegphotos January 16, 2019 4:25PM
  • Hi there, Just wondering if there's a way to select multiple invoices and send them to the same customer all in one email, rather than as individual ones?
    alistairm 15 views 3 comments Most recent by mahout January 15, 2019 3:13PM