Sales & Invoicing
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74 discussions
129 comments
Most recent: No payment option on my account by vizion on
March 19, 2019
Discussion List
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When trying to process card payment I get this error message..... 'There was an error submitting the payment. Please check your information and try again.' This has now occurred on two occasions with two different customers and also they couldn't pay through the Wave Invoice. Any advice appreciated, thanks in advance
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Am new to this and whilst inputting customer details I need to have an opening balance as they have credit with us. How do I do this so it is clear on their statement
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Is it possible to split and recategorize payments in the transactions list? Most of my payments include different categories, like expenses, in addition to the income. But when I try to split or recategorize it changes the invoice status to not paid.
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Is it possible to cancel an invoice that I have already approved and sent to the client? The situation is as follows: a travel agent booked a room for a customer for two nights and I sent the invoice (not yet due). A month later they changed the booking to three nights. I sent a new invoice for the extra night. Now they inform me that they want on…
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I have card details stored for this customer and took a manual payment - but I should have left it to do the payment automatically on the due date. I've refunded the customer via Stripe - how do I now mark the invoice as not paid so it'll take the payment on the due date?
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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.
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Has anyone else had the problem where once they send out an invoice and mark it as paid, two transactions occur in Wave due to the payment being acknowledged once invoice is marked as paid and also when the money has been received in your bank account. How can I save myself the time of constantly deleting this double up of the transaction in W…
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a client is endeavouring to make a credit card payment and keeps getting the error message for the past hour An unexpected error occured. Try again in a few minutes. The card is fine,
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I have generated an invoice for my customer and he has paid up. How do i generate a receipt (same formatting as Invoice but document with title “Receipt”) for him as proof of payment?
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I would like to cancel an invoice and create a refund, but not sure how to do that. This is how I created the invoice: * Estimate Created * Estimated Converted to Invoice * Customer paid by Wire Transfer * Recorded a payment Now need to refund $19,700 out of $19,900; (payment was not processed by Wave) Please explain steps, how shoul…
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Hi, I have uploaded a couple of receipts today onto my IOS app expecting that these would stay processing for a while and then show up as usual with the name of the supplier (read through OCR) and the amount. However this did not happen today. All the receipts came in blank (no name of merchant) and the amount remained 0. The receipts have all bee…
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Hi There. Ive just printed an invoice out and its so small I can't even read it. How do I make it bigger before I send to client?
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In my Profit and Loss Report, I have both bank transactions and invoices that are manually entered as "client- income" showing up twice, and therefore doubling my income. How do I link these when I manually mark an invoice paid so they don’t appear twice? In other words, what is the best approach to manually marking invoices paid when they are als…
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I receive payments for which no invoice has been raised. How do I generate a receipt for this?
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How do I set up Checkouts to accommodate customer choosing multiple products and or multiple items within one product. Can I set it up so that the customer chooses a payment amount (for example for a donation or a tip?)
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Is there a way to get an email when final payment is due?
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Hi Guys, Wondering how we can integrate or merge invoice payments which we submitted as Cash on Hand to reflect E-Transfer payments which we received directly to our bank. The payments are showing as duplicates for our Sales and causing a conflict with our imported bank data. We don't want to delete the invoice or e-transfer payment and not …
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I saved a client’s details incorrectly, tried to edit it but the app will not save it so i opened a new client profile. How do I delete the incorrect customer profile? I cannot seem to find an option to do so.
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Hi Wave, Is there a way to let my sale agent to view& edit only his own quotation or invoice? Admin can manage all quotation and invoice. But sales agent can only manage his own quotation and invoice.
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Hi there, i have only a couple of customers that i invoice but each invoice i send to them contains the same items just with different costs attached and chronological invoice numbers for each client, How can i create templates for these, so i don't have to sit here and add 16 items in the correct order each week?
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I am new to wave, I am trying to putting my bank account number on the invoice but it’s proving difficult. Anyone know how to go about this please?
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Can anyone tell me hue king it takes to receive payment from stripe? I’ve received two payments and it’s saying a date I will receive in my bank but it’s over a week away...
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I am in the service industry and I had a customer pay me $25 over what the invoice is as a tip and now it shows I owe money back. I there a feature that can be added to the invoice?
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I'm trying to figure out how to setup the invoice email so it defaults with some standard text rather than being blank. The email for receipt email defaults with some text but not for sending an invoice. Is there someplace to change this or would that have to be a new feature?
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So each month a few customers get an automatic recurring invoice from me. Most pay by standing order, but one likes to use a credit card to pay. Each month he clicks the checkbox that asks if he wants to save his details to enable automatic payments, but still I cannot take automatic payments from him and it's beginning to annoy him. I use Stri…
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New to the software. I have issued my first invoice and received payment into my bank account (which is connected to wave) I acknowledged the invoice has been paid - which has accounted the income When my bank account synced it acknowledged the deposit My income is now showing the actual deposit, and the 'paid' invoice how do i eliminat…
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Not sure how to get rid of it , I dont like the recurring invoices so im just going to create new invoicebut can't find where to delete my draft recurring invoice
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Is it possible to sub total parts and sub total services when invoicing?
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I have an issue that is driving me crazy.... My prices are set including taxes and inside Wave there's no way they show the way they should. My tax rate is 21% and say my final price is 49€. If I enter the amount as 40.49€ the total shows as 48.99€ and if I enter 40.50€ the total goes up to 49.01€. I know I can add a line with +0.01€ or -0.01€ bu…
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Hi everyone! My question is two fold: I do many invoices per client per month and they prefer to receive a monthly statement, in stead of each invoice separately. Is there any way to send bulk statements to all my customers with invoices outstanding? (At the moment I go to each client and send a statement - it takes forever...) Then, when I r…
