Sales & Invoicing


Discussion List

  • 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 334 views 22 comments Most recent by JamieD April 23, 2019 5:52PM
  • Hi, Please fix your sales tax reports so that they tally the totals based on monies COLLECTED as opposed to just invoiced. We do not pay sales tax on invoices that have not been paid yet, as we have not yet "collected" that amount. Sales tax is a pass through that we "collect" from the customer and then pass on to the state. Thank you.
    WhiteGlove 11 views 2 comments Most recent by JamieD April 23, 2019 3:41PM
  • As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?
    jason1234 2.7K views 76 comments Most recent by njqt April 23, 2019 10:17AM
  • Is there a way that you can add a slot for the deposit amount on the invoice after total?
    ASPS 687 views 77 comments Most recent by Hawp April 22, 2019 10:45PM
  • 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…
    pepacobos 9 views 4 comments Most recent by waveuser2 April 22, 2019 8:59PM
  • Hi i want to get a choice to link the service or the product to a certain income account and a certain expenses account and be able to generate a report of the product and service profitability
    eyadkat 15 views 1 comment Most recent by Charlotte April 22, 2019 8:49PM
  • Just downloaded an estimate and the date stamp is off. Anyone else having this issue?
    SoloAnt 7 views 2 comments Most recent by Zoe_caff April 22, 2019 6:22PM
  • Please someone explain how I can create an invoice to have the 20% CIS TAX deducted from the Labour TOTAL rather than 20% being added
    zekeb007 25 views 6 comments Most recent by Charlotte April 22, 2019 5:29PM
  • Has any one else and problems in last couple of days in that when you send an invoice , the recipient/customer receives invoice as normal from wave, however the account number is changed to a fraudulent one. This happened to me , and my customer also received an email , supposedly from me to advise change of details? My customer has paid this …
    Tracyjersey1 14 views 5 comments Most recent by Tracyjersey1 April 22, 2019 5:26PM
  • Hi Experts, I am currently issuing payment voucher (hardcopy) to my vendor/ suppliers (whom do not have company registered). E.g. my office cleaner. The reason why i am still using hardcopy is because i need to add in my vendor name and Identity card number. I find it very troublesome. Just wonder if i can replace this with BILL? Can i confi…
    Veeco 9 views 1 comment Most recent by Zoe_caff April 22, 2019 3:21PM
  • hi i need to add some custom columns as such vehicle no order no etc can i do that thanks
    girish98500 6 views 1 comment Most recent by Charlotte April 22, 2019 2:21PM
  • Anytime I create an invoice, for which the terms are due upon receipt/same day, Wave shows them as being "overdue" or mose recently due "Yesterday". Please fix this. I assume it has to do with your timestamping. In any case, it's throwing off the aging and looks unprofessional when it says it was due yesterday but was not even created until today.…
    WhiteGlove 11 views 2 comments Most recent by WhiteGlove April 22, 2019 2:54AM
  • Hello, I was wondering if there is any report that shows invoices and bills using the due date instead of invoice date. E.g If I create 2 invoices Invoice 1 Invoice Date: 2018-09-31 Invoice Due; 2018-10-31 Amount: $1,000 Invoice 2 Invoice Date: 2018-09-31 Invoice Due; 2018-11-31 Amount: $1,000 Is there any report that will …
    derrick123 12 views 3 comments Most recent by RMenschel April 21, 2019 2:42AM
  • 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 148 views 16 comments Most recent by SuitedConnector April 20, 2019 11:28PM
  • We are a Photography studio. We pay our Lab a fixed price for the prints(1.00 $) but charge the costumer a higher price(2.00 $). We get a monthly bill from our Lab which contains the Print cost for multiple clients, which makes it complicated to define what belongs to each Invoice to calculate the profit! How do I define a product that we're sell…
    atronmania 14 views 0 comments Started by atronmania April 20, 2019 2:24PM
  • Hi - I invoice for services and that will include some expenses from time to time. I've captured receipts using the mobile app, and I've approved them under Receipts. How can I now add these to an Invoice? Or do I have to do this manually? Thanks!
    shakey 446 views 12 comments Most recent by adventuresofnate April 20, 2019 7:45AM
  • Hi, would definitely be a neat feature in wave if there was a possibility of linking stock to future invoices as this will help in keeping accurate track of the stock availability.
    Yking 11 views 1 comment Most recent by Zoe_caff April 19, 2019 4:39PM
  • Hi, i have 3 salesperson currently working in my business.Is there a way to add their names whenever i issue an invoice to my customers.Would also be nice if waves could also enable the option to track the progress made by each salesperson.
    Yking 4 views 1 comment Most recent by Zoe_caff April 19, 2019 4:05PM
    RISHABH_12 14 views 1 comment Most recent by Samd April 19, 2019 4:03PM
  • Hello, Could anyone please advise how to allocate one payment to multiple invoices. When i go to Accounting/Transactions it only lets me select one invoice to pay in the drop down column. Im new to wave and still trying to figure it out
    Fiona_Pipkin1 12 views 1 comment Most recent by Zoe_caff April 19, 2019 3:28PM
  • We are looking to start using wave, but scared as it asked for my business banking login details. Not even my own bank asks for that. Neither does stripe who tells me when money passes thru. Is this real? Do you really give your most personal bank login details???
    Simon79 9 views 1 comment Most recent by Samd April 19, 2019 3:25PM
  • I am new to wave and I look for your helps and advises for my situation. I offer tutorial service to customer. I will charge the customer in current month and offer service in next month (that means I receive the payment before the service offer). If using recurring invoice function, the invoice will be create 1st next month, which I cannot rec…
    nicokainlei 16 views 2 comments Most recent by Samd April 19, 2019 1:53PM
  • Hello, I'm new to Wave, switching over from QuickBooks. I handle the bookkeeping of my three-unit self-managed condo association. I had setup in QuickBooks that each unit is a customer, and I generate invoices each month for the condo fee due from each unit. I also have liability accounts setup for when a unit makes a purchase for the condo …
    Evan 10 views 1 comment Most recent by JordanFromWave April 18, 2019 5:24PM
  • Hi, Is it possible to set up both payment options i.e. credit/debit card and bank transfers for customers to choose from? I can only see either or options given. thanks
    Glyn 15 views 1 comment Most recent by JordanFromWave April 18, 2019 2:06PM
  • How do you enter in a partial payment
    homeprotec 459 views 10 comments Most recent by HandymanHeadlee April 17, 2019 5:50PM
  • Hi I have added a Standard memo for my invoices but for some reason this is not appearing on the old recurring invoices only on the new invoices i create. is there a way to update all the invoices because there is a lot to go and recreate all of them ? Please can someone assist me. Morne
    Morne_07 8 views 1 comment Most recent by alexlewiszarkos April 16, 2019 4:08PM
  • Hi! I invoice about 20 customers with the very same invoices...same services, amounts etc.. do i have to do each one separately? is there not a way to invoice a batch of customers?
    KLDJ 57 views 11 comments Most recent by DrFixit April 16, 2019 3:32PM
  • Hello, We have a business wherein the cash transaction contributes 10% of the total turnover. We need to pay cash to local vendors and same can be recorded in the transaction tab. Is it possible to print the transaction or can be exported/saved as PDF? Regards Vipin
    UHRP3 344 views 14 comments Most recent by Samd April 15, 2019 11:44PM
  • Hi I want to add another JPEG to my invoices in the body of the invoice right at the bottom. I have a company that protects me from clients that don't pay but i just want to make their logo visible on my invoices so everyone can see i am protected by them please. How can i add the logo to my invoices. Morne
    Morne_07 16 views 1 comment Most recent by JamieD April 15, 2019 9:31PM
  • Hi all, Wanted to know as to how i can record the payment received for invoices in the wave system and also upload the receipt for the same
    Yking 32 views 2 comments Most recent by Yking April 15, 2019 10:48AM