Sales & Invoicing

Category List

 

Discussion List

  • Why Am I unable to accept credit card payments?
    Bossmomma 17 views 4 comments Most recent by DRL August 26, 2019 2:53AM
  • Hi, I sometimes offer my clients a discount, how can I apply it on the invoice?
    zoesblooms 52 views 2 comments Most recent by amandak August 25, 2019 6:54PM
  • We are running a trial on WAVE for SME, but we are missing basic Customer invoice fields like "customer registration number" and "VAT number" - tax field... Any solution for this or possibly free format text fields that could be added to the address fields so additional information can be added?
    Marcelle 8 views 1 comment Most recent by amandak August 25, 2019 6:52PM
  • 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 4.1K views 101 comments Most recent by amandak August 25, 2019 6:07PM
  • Hello Basically I want to record expenses of let's say a yearly hosting plan I bought which I can deduct from my tax as busieness related expense. In waveapps I create a Bill but with the bill I want to attach a PDF invoice from the hosting company, if a tax Audit happens I will provide the original invoice PDF and other related files, would…
    idealdesigns 121 views 4 comments Most recent by amandak August 25, 2019 6:02PM
  • How do I find customers and products list? I did not find that menu on the dashboard? Thanks.
    Dadandarm 2 views 0 comments Started by Dadandarm August 24, 2019 3:05AM
  • Hello, I am unsure how to setup proper accounting for my expenses under this scenario: I recently reworked a website for a company. Let's say that work paid my company $5,000. I have received payment for my services in full, meaning my profit with that customer is currently $5k. As part of the contact with my customer, I agreed to provide and…
    bsashcraft 18 views 0 comments Started by bsashcraft August 23, 2019 6:36PM
  • Hello, since wave dont have cash basis, how you prefer us to do if we deliver to customer and they pay at the same time. Please show me with picture attached.
    masadid1990 31 views 6 comments Most recent by ckeen_1244 August 22, 2019 5:13PM
  • Hi, I am just in the process of going to send out my first invoice and within my business I offer discounts from time to time, but I didn't realise you can't add discounts to an invoice. So I now don't know how to change the total price on my invoice so that it's the discounted price. Is there anything I can do or is this not really a feature on W…
    Bethany 9 views 0 comments Started by Bethany August 22, 2019 4:24AM
  • I was curious of the invoice and estimate generator could allow you to add a watermark in the background of these documents? On my previous work orders/invoices I always had my company logo in the center of every paper printed or saved in a semi transparent level. It was through MS Word, which I am trying to get away from in regards to everyday us…
    ziggysgarageservices 5 views 0 comments Started by ziggysgarageservices August 22, 2019 12:16AM
  • Hi! I'm a newbie. Want to delete "country" below Company's name in invoice. Can someone tell me how to? Thanks..
    Skye 5 views 0 comments Started by Skye August 21, 2019 8:32AM
  • The system has skipped an invoice number. I have looked in drafts, transactions and invoices, and a number does not exist on the system. What has happened? Can anyone help?
    Gina 14 views 3 comments Most recent by Zoe_caff August 19, 2019 6:48PM
  • I uploaded a customers list in CSV format but now I want to make changes to all of them. How can I delete all of them and reupload?
    albionwatch1 350 views 10 comments Most recent by Zoe_caff August 19, 2019 6:04PM
  • Hi, When I click the dropdown for State in my country (Cayman Islands) all of the options that are given to select from are incorrect options. This field also can't be left blank. Can it be made to just type in the correct State like I can for "City" It's making my contact information incorrect. Thanks
    rrrcayman 8 views 0 comments Started by rrrcayman August 19, 2019 5:48PM
  • Hi, I have just set up my first invoice and have included our banking details in the ‘notes’ section. When I generate the invoice however, these details don’t appear. I sent a dummy invoice to myself and it’s definitely not appearing despite it being on the template. What am I doing wrong?
    Tuddles 6 views 0 comments Started by Tuddles August 19, 2019 8:52AM
  • Hi there, I was wondering why it only shows my "due within the next 30 days" for singular invoices and not my recurring invoices. I work on retainer so all of mine are recurring and it would be useful to still be able to utilize the future projection feature
    Jeremy12345 5 views 2 comments Most recent by Jeremy12345 August 16, 2019 7:34PM
  • Hi, I've been trying to create an estimate but I can't seem to edit the columns. I was able to edit in on invoice but not in estimate.
    arnievlz 10 views 1 comment Most recent by Barsin August 16, 2019 6:19PM
  • 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
    noboundariesvi 62 views 3 comments Most recent by Barsin August 16, 2019 5:52PM
  • Hi, Anyone know how to attach a separate pdf to my invoice (eg timesheet)? I'm wanting to send the invoice plus a few pdf's at the same time
    anitsav 8 views 2 comments Most recent by anitsav August 16, 2019 5:32PM
  • Hi. How do I get my email address to appear on an invoice?
    Dewald 13 views 1 comment Most recent by amandak August 15, 2019 8:05PM
  • Hi , Whats the quick way of deleting multiple customers at once ?
    Yking 28 views 4 comments Most recent by xenium August 14, 2019 11:43AM
  • Hi, can anyone tell me how I can create a tax invoice with Wave, as opposed to a regular invoice? I have never created one before, but a government contract requires one to pay my fees. Thanks!
    virtuallycass 20 views 2 comments Most recent by Hot_Glass August 13, 2019 10:49PM
  • Hi I use Eventbrite and SumUp for my business. Both take a transaction fee before the sales amounts are transferred to me. How do I show their fees in the transaction recording. For example if I sell £500 of tickets and receive £480 in income how do I record the £20 as an expense? Thanks OutoftheWoods
    OutoftheWoods 16 views 2 comments Most recent by Barsin August 13, 2019 8:27PM
  • Hello, My statement is usually the 21 day of the month. For example, my July statement from the bank will have June and July transactions — half from each month — which Wave doesn't like. So, I change June transactions to July to make the July account in Wave balance. I don't think this is the right thing to do, but it's the only way I can get it …
    GrittComm 15 views 3 comments Most recent by alexlewiszarkos August 13, 2019 6:18PM
  • I have customers that have 3, 4, or even 12 invoices open at once. The customer would like to pay off all of them. I am looking for a way to select ALL Of them at once, and charger the customers credit card, for one total amount. Not 12 seperate transactions. Please advise, thank you! 😁
    Prestige 25 views 4 comments Most recent by Barsin August 12, 2019 8:44PM
  • Hi there, I work as a freelancer, and in South Africa, places of work pay tax to the government directly on my invoices. This is 20%. So, for example, if I invoice Company A for $1,000, they will pay $800 to me and pay $200 to the tax authority here. How is the best way to setup my invoices to account for this for income tracking - I invoice fo…
    blindcripple 16 views 1 comment Most recent by Myron August 6, 2019 6:20PM
  • Hi, just wanted to know if I can upload multiple receipts (via the app, email or scanning) to a single payment transaction.
    LamiGujarati 13 views 1 comment Most recent by JamieD August 6, 2019 4:54PM
  • My credit card statement is dated the 3rd of the month. The transactions are listed from the 3rd of the prevous month, upto the 3rd of this month, with the total owed on the 3rd. The reconciliation page will only let me reconcile against the last day of the month. Am I missing something? How to reconcile against the credit card statement?
    philip456 22 views 10 comments Most recent by Mikeg August 5, 2019 10:35PM
  • When sending the invoice via waveapps email, my logo is not appearing in the email format. It looks very unprofessional the olde format was much better looking. how do I rectify this? [email protected]
    K1mCP_2017 10 views 1 comment Most recent by James_Hudson August 5, 2019 2:56PM
  • From time to time I have to detail quite a lot of my work and my invoices can have a number of items with lengthy text in the description. The program only lets me have 1000 characters (not enough) before it will not allow me to save it. Surely there either must be a work around for this or a change to the program needs to be made. Not all trad…
    Hoffy002 8 views 1 comment Most recent by Myron July 31, 2019 8:20PM