Sales & Invoicing

 
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Discussion List

  • 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 109 views 3 comments Most recent by adamleeschwartz February 19, 2019 6:52PM
  • Greetings is there a way of saving a template eg estimate so that when i generate the next estimate i dont have to redo banking details under notes, footer etc?
    Adolf 7 views 0 comments Started by Adolf February 19, 2019 1:18PM
  • Is it possible to design the invoice so that the client can use multiple payment methods or pay in installments?
    Primalroots 1K views 31 comments Most recent by Sach_011 February 19, 2019 12:46PM
  • 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 106 views 13 comments Most recent by Sach_011 February 19, 2019 12:40PM
  • Hello All, I am new to Wave and am familiar with the basics of bookkeeping. I have an problem and I am hoping others might have suggestions. I have a customer who I have invoiced for $500. They paid using online bank debt / transfer. The issues is that when the payment came in, the bank / payment processor took their small fee directly from …
    JaysonWonder 27 views 3 comments Most recent by GreenWithEnvyTurf February 19, 2019 11:22AM
  • Hi, is there a way for my sales reps to only see the outstanding invoices section and not the entire transaction and reports section. I know the phone app just has the invoices but is there to only give a log in for the invoices mobile app and not the rest of the information. In summary, I want an easy way for my reps to see the outstanding inv…
    whitty99 7 views 2 comments Most recent by whitty99 February 19, 2019 10:09AM
  • Is there any way (or can it be added), when viewing a list of invoices to add/see an invoice notes? (not visible to client) In my case, I invoice customers for various services but I would like to see at a glance what they are when not my usual services (to refer back to). For example, under all invoices list have: Status | Date | Number | Custo…
    OldGoat 5 views 0 comments Started by OldGoat February 19, 2019 7:06AM
  • When I reached 50 invoices there suddenly ads that appeared as links on key words. Has anyone else seen this happen? I am wondering if it is my computer or it is WAVE.
    Dyanna 11 views 1 comment Most recent by Charlotte February 19, 2019 2:51AM
  • 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 25 views 8 comments Most recent by Ryan_W February 18, 2019 9:08PM
  • Hi, during creating of a new customer, is it possible to have an option that allows us to key in multiple email addresses for those customers that have more than one contact person? This option would,in my opinion, save so much time in copying and pasting the different emails when sending Receipts and Invoices. Tx, Eliud.
    CarpetGuru_254 4 views 0 comments Started by CarpetGuru_254 February 18, 2019 4:30PM
  • One of our promises to our clients are affordable payment plans over a period of time. These schedules change and can include anywhere between 2 weeks between installments and 4 weeks. We would love to utilize a system where we can create payment plans and tailor the dates for our guests. At this time, we send reminders before each installment as …
    TheatreJuice 24 views 3 comments Most recent by Your_Little_Bundle1 February 17, 2019 1:35AM
  • I've got a workflow question. I build custom furniture so every invoice has line item for labor and materials. When starting a project, I'll estimate materials cost and when closing out an invoice, will invoice the customer (on the same invoice) for the actual materials cost. Is there a way to apply/assign an Expense directly to an invoice? For ex…
    thelast10sf 14 views 3 comments Most recent by Mark_FR February 16, 2019 8:22AM
  • I have a few clients that I provide ongoing services to and accure several invoices for their work for one of my business. I would love for my clients to access their invoices via my website so they can pay for those invoices. Email inboxes can be full and confusing at times. My business website already has a client login portal and I would love …
    TXGlamCEO 9 views 0 comments Started by TXGlamCEO February 15, 2019 12:38PM
  • 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 127 views 19 comments Most recent by amandak February 14, 2019 10:27PM
  • Hi, I need the customer VAT number to be printed on the invoice, but cannot find a field for this. Where do I put it? For now I have made it part of the address, but that is not really pretty. Best regards, Peter
    Peter Voigt Knudsen 764 views 29 comments Most recent by Rahim February 14, 2019 9:03PM
  • hello how to we create a total column for the Qty
    jamshid 6 views 1 comment Most recent by JamieD February 14, 2019 9:01PM
  • Hi, I am pretty new to Wave Financial. Just wondering if there is a way to add a "Dates" column in the invoice template. For a small business that provides home care services, I would like to bill my clients once a week but would like to have a " Dates" column to itemise when the services were provided. Eg 5/2/2019, Services xxxxx, 2 hr, $50/…
    TheMatrix 17 views 1 comment Most recent by Rahim February 14, 2019 8:41PM
  • Hi, my business sells items that comes in different units of measures. Is there any way I can add a column in the Invoice fr this. TIA
    cwinfred 76 views 5 comments Most recent by Rahim February 14, 2019 8:38PM
  • Hi! In my invoices I need to create a tax code that is being deducted rather than added to the amount outstanding. Can you please guide me? Thank you!
    C_Constructions_1 8 views 2 comments Most recent by Rahim February 14, 2019 8:07PM
  • We provide different services to customers and usually this is done quarterly basis or on a regular set schedule. It would be very helpful to me if I was able to categorize customers by the type of service they receive. For instance all commercial pest svc in a group, termite treatments in another and mosquito misting system customers in a group. …
    Awashington1977_ 11 views 1 comment Most recent by Rahim February 14, 2019 8:03PM
  • Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
    jgarsena 5 views 1 comment Most recent by JamieD February 14, 2019 4:42PM
  • Hi, I am a makeup artist, and am signed to an agency who provide me with work. For this, the agency deduct a commission of 15%. They also deduct tax (PAYE) of 25% which they submit on my behalf. Therefore, the final payment that I receive, is less the commission and the tax. I am looking to find a solution in how to correctly capture these c…
    SamScarborough 17 views 5 comments Most recent by NeilR February 14, 2019 10:34AM
  • I currently use invoicely and would like to switch to wave. I’m happy importing my customers, but wondered if I can import my invoices? Any help would be appreciated
    RJWSolutions 24 views 3 comments Most recent by PaulC February 13, 2019 5:18PM
  • It is difficult to talk, chat or contact someone from Wave. How do you set up or edit the way you are to receive payments?
    Cesarparra1 16 views 1 comment Most recent by Charlotte February 13, 2019 12:33AM
  • Is there a way that you can add a slot for the deposit amount on the invoice after total?
    ASPS 481 views 30 comments Most recent by Siobhan_Hitchmough February 12, 2019 10:21PM
  • Hi guys I'm new to wave, I just did my first invoice and have sent it.. but I'm not sure if it has sent as there is nothing in my yahoo sent box. Also when I look at the invoice is says sent am I suppose to have an email in my yahoo ? HEEELLLPPP PLEASE
    Lenna 12 views 1 comment Most recent by Erik February 12, 2019 7:33PM
  • 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?
    RonP 349 views 12 comments Most recent by kboykin23 February 12, 2019 6:36PM
  • Hi Can anyone tell me if it is possible to move sales from one account/Business to another withing same user platform?
    Alan123 10 views 1 comment Most recent by Katie_Silkina February 12, 2019 6:23PM
  • I want my name to show in the subline of the email (right now the name of my company shows 3 times). I don't care witch one of they I can edit, but I will like my name to also show in this part. Also, I will like to change that here if it is possible. Please advice and thanks, Agustin
    agustint 18 views 1 comment Most recent by Katie_Silkina February 12, 2019 6:07PM
  • Is there a methodology for invoices that are sent to tax-exempt entities (churches etc.)? How do I wave tax on those invoices? What do you do?
    plockerman 15 views 1 comment Most recent by Sophia February 12, 2019 5:49PM
 
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