Sales & Invoicing

 

Discussion List

  • While trying to determine the best way to set up a Notes Receivable, I had created a recurring invoice. I then attempted to delete the recurring invoice. The option doesn't exist. It it listed as 'ended' in the "all recurring invoices' tab. Pretty messy. Easy Fix.
    GoodAccounting 4 views 4 comments Most recent by GoodAccounting October 15, 2018 4:59PM
  • Hello, How i can record future income transactions that will be done by my customers. and how i can get a statement of future payments (payables) either by customer or any account ? example: a customer bought a solution ($1000) 4 monthly payments starting from 1 sep 2018.. he paid 1st sep payment, knowing that i created a recurring invoice e…
    Tameem_ALZOABI 21 views 2 comments Most recent by Tameem_ALZOABI October 15, 2018 3:30PM
  • Can anyone help me with rounding the TOTAL amount on my customer invoices? I'm often left with 1 cent extra, EG: $25.01 instead of $25.00. All my products include 15% GST.
    MissLipsticks 12 views 2 comments Most recent by RogueOysters October 15, 2018 3:01PM
  • I had a customer in Wave and had setup a recurring invoice for them. Unfortunately they decided to cancel my services, so I deleted them from Wave (as a customer). I've just noticed however that their recurring invoice is still active! I'd suggest: * Automatically deleting any recurring invoices for customers when that customer is deleted,…
    PackWeb 2 views 1 comment Most recent by Charlotte October 12, 2018 11:54PM
  • I'm considering setting up Wave Payments (EFT & credit card). Here are my company details: Located: Canada My Home Currency: CAD Customer Invoices: Are in multi-currency (customers are located in various countries in Asia, and my invoices are in either USD or their home currency (depending on customer) -- never in CAD. Invoice Payment…
    powermod 21 views 2 comments Most recent by powermod October 12, 2018 10:03PM
  • Are there any POS Magnetic Reader Swipers that are compatible with the Wave Invoice form? i.e. — is the a POS card reader that will auto-fill the wave invoice payment fields?
    onsombal 25 views 1 comment Most recent by Sophia October 12, 2018 6:27PM
  • Hi guys, I'm new to accounting software and have an issue you may be able to resolve. When I mark an invoice as paid, let's say its $60 that payment is logged but my customer paid with a credit card so I only get say $57 ish which shows on my uploaded bank statement. I would like to merge these two payments and assign the difference as bank fees b…
    hannahplews 24 views 4 comments Most recent by Katie_Silkina October 12, 2018 4:01PM
  • Once created the only options I find for the new BETA CheckOut feature is either to edit or to turn off. No way to delete?
    Delta_Fly_1976 2 views 1 comment Most recent by Michelle_A October 12, 2018 2:51PM
  • My non-profit org holds an installation dinner once annually where we have a silent auction. Is there currently a way to enter a credit card payment and associate it with an income account without creating an invoice first? Creating an invoice and then having the customer pay is cumbersome and time-consuming.
    Delta_Fly_1976 12 views 1 comment Most recent by Michelle_A October 12, 2018 2:45PM
  • I have about 5 main clients that I invoice regularly, and I first began with invoice #1 for each of these clients. I’d like to continue with this numbering scheme- is there a way I can give multiple invoices the same number using the Wave App? As it is right now it won’t let me do this.
    Breathe_with_Lauren 13 views 2 comments Most recent by dpDesignz October 11, 2018 7:08PM
  • I have added a customer to my credit card transactions that are for the customer. So, how do I pull these splits into an invoice? I don't even see a way to get a report of expenses by customer...
    Airik 11 views 2 comments Most recent by prestonswann October 11, 2018 6:23PM
  • How do you editing customer address in estimates?? Grrrrr
    Qawsed415263 3 views 0 comments Started by Qawsed415263 October 9, 2018 4:58PM
  • Hello! I'm new to the freelancing world and I had a quick question which I think is simple enough but I need a little clarification of the right way for doing it. Basically I have a client that I work with (magazine) that simply pays me whenever they use my work and I don't invoice for it. How should I be putting this into Wave? Obviously it co…
    ryanjohnstonco 11 views 2 comments Most recent by ryanjohnstonco October 8, 2018 9:45AM
  • Can someone please tell me how to delete a refunded invoice that was paid and refunded via stripe? It's just sitting there 'Overdue'.
    DGreen 21 views 3 comments Most recent by Charlotte October 8, 2018 4:42AM
  • After an estimate has been accepted and paid, How does one save that estimate? I do understand that different estimate statuses are not yet available. BUT if one goes to the "Filter" tab then there is a "saved" option under the Status drop down. Thus my question, How does one save an estimate?
    carel 1 view 1 comment Most recent by Alexia October 5, 2018 5:59PM
  • Hello I recently began using Wave for a non profit I am involved with and I mistakenly send an invoice with credit card payments enabled. I have received a payment on an invoice now, I don’t want to accept these payments. How can I reverse the payment? Thank you, Noah
    Noah132 12 views 1 comment Most recent by Alexia October 5, 2018 1:32PM
  • Hi, I tried creating a biweekly invoice and experienced the issue captured below. Thank you
    wale 23 views 3 comments Most recent by Michelle_A October 4, 2018 9:56PM
  • Whenever I enter payments and transactions, the default "Payment Account" is the cash on hand account, which I very rarely use, so I have to manually select my bank account every time (and sometimes forget to do, which causes confusion and later editing). Is there a way to change the default "Payment account" selection to a bank account?
    naggs 12 views 1 comment Most recent by Alexia October 4, 2018 6:32PM
  • Hi everyone, I actually have two questions - hopefully easy - relating to Wave Accounting. My first question is whether it's possible to customize or tweak what shows up on the transaction screen for payments. I work in health services, so customer names are confidential. When I record a new payment for example, it shows up on the transactio…
    MichelleGB 33 views 1 comment Most recent by Michelle_A October 4, 2018 4:52PM
  • If you banking info wasn't update under you account, but the bank account doesn't exsist any longer, where does the money go? I have changed the account number to my new one. Is the money able to be reversed and put into the new account. Thanks
    MariahPS12394 11 views 2 comments Most recent by MariahPS12394 October 4, 2018 3:35PM
  • My customer has underpaid an invoice by a small amount. Rather than the hassle of chasing up payment I want to create a credit note that will adjust both the income and the corresponding sales tax by the underpayment amount. How are credit notes created in Wave? I can't seem to find it anywhere.
    lizd 1.5K views 10 comments Most recent by Alexia October 4, 2018 3:32PM
  • Hello I often encounter situations like: I invoice a customer, and he pays one invoice in 2 times (the first part as deposit); Or I send few invoices, and customer pay once with the total amount; Or I pay two times (the first part is deposit) for one receipt. So is it possible to combine a few payments record and tie to one invoice or one…
    Kopup 12 views 0 comments Started by Kopup October 4, 2018 10:48AM
  • I have successfully reconciled my first month credit card expenses in Wave. Now how would I enter the bill to be paid to the credit card company?
    AZbusiness 13 views 0 comments Started by AZbusiness October 3, 2018 7:22PM
  • Does anyone know how to cancel or "charge off" an invoice? I have a client who no longer exists and just want to null the invoice.
    plockerman 1 view 2 comments Most recent by plockerman October 3, 2018 7:07PM
  • Howdy! I'm sure there are limitations to the credit card payment service, but it sure would be appreciated that if one pays 2.9% of the transaction, one should be paid pretty quickly, which I would suggest is immediately. That would definitely make me turn on payment services right away... Just a thought. John
    johnbartlett 11 views 1 comment Most recent by Michelle_A October 1, 2018 3:21PM
  • Is it possible to setup invoice reminders for recurring invoices on an ongoing basis? I can only see the invoice reminder settings once the invoice has been generated. Thanks!
    bluedog 25 views 1 comment Most recent by Michelle_A October 1, 2018 3:00PM
  • Hi Wave & Community, Love the re-design! The new estimates and invoices look very sleek. When I export an estimate I still get the old design, so it looks different then it does online. Does anyone else have this problem? Can I somehow resolve it? Thanks!
    Laura1992 11 views 2 comments Most recent by Laura1992 October 1, 2018 12:50PM
  • I have a great problem. I have a couple customers that receive invoices for the same amount quarterly. A couple of these customers, since they know what their invoice will be in the future will send a check, not only for this quarter but for the next 1 or 2 quarters as well. But when I apply their payment to the invoice, this invoice will show …
    dsiebe00 604 views 9 comments Most recent by Alexia September 28, 2018 5:55PM
  • I have two questions: * How do I see how much of a product I have sold, ie hand cream * How much of the product I have left - stock on hand and stock sold
    lynette_2018 894 views 3 comments Most recent by Skafte September 27, 2018 6:07PM
  • Hi, I have 2 main sources of revenue and I want too be able to see that on my P&L. The same way that I have created 2 categories in my Cost of Sales I also have created 2 categories under Income in the chart of accounts. My question is: how do I allocate a particular invoice to a particular line of income? I have tried to go in Transaction…
    Helene79 13 views 1 comment Most recent by Alexia September 25, 2018 9:04PM