Sales & Invoicing

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  • Is there a way to control the number of decimal places on Invoices. For example, at the moment it is showing two decimal places for the total amount, but I would rather have zero decimal places.
    GaryNiemen 73 views 13 comments Most recent by Erik December 20, 2018 4:02PM
  • Hi! I want to be able to see what my current profit margin is, at all times. However, the payment schedule that Amazon's Seller Central is on creates issues with my profit and loss. Amazon pays every 2 weeks. I spend my cost of goods before my payment comes. This means that my account is only truly accurate twice a month. For 28 days out …
    PlentifulEarth 15 views 1 comment Most recent by Erik December 19, 2018 3:30PM
  • Hello I am new to wave and want to know if I can merge the sales activity from my online store and expenses. How would a business account work in wave as long as my earnings in sales. Please help me understand how can I set up this options.
    Mayra 15 views 1 comment Most recent by Erik December 17, 2018 7:25PM
  • Hi! I've been struggling with handling security deposits through Wave. I browsed topics about this and realise that it isn't actually built in Wave to do that. But perhaps someone has an idea for a workaround that suits my needs. We rent out rehearsal spaces for bands and hence require a security deposit from them. Since we also have two months n…
    Tapetown 62 views 1 comment Most recent by Erik December 17, 2018 7:22PM
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 101 views 2 comments Most recent by deyamiraphotography December 13, 2018 1:51AM
  • some of the invoices that I send using Wave are going into customer's spam folder. is their a way to see a notification showing that an invoice has been received and viewed similar to the feature that is available for quotes?
    HarrisonEngraving 546 views 5 comments Most recent by Samd December 12, 2018 8:32PM
  • When I record invoices, I have Gst. But when It shows on transactions it does not show GST. If I record a payment separately and have the GST in that, then merge, it still chooses the one with no GST. Any way around this?
    SCW_Builds1 14 views 1 comment Most recent by Samd December 12, 2018 8:29PM
  • Hi all, I have 2 businesses which I want to use Wave with. For the 1st business, I have connected a Stripe account to that business bank account, no problem. However, for the 2nd business, I also want to accept payments via Stripe. 1) Is it possible to have to bank accounts within Stripe? 2) If not, can I just create a new Stripe accoun…
    SortIT 14 views 4 comments Most recent by Samd December 12, 2018 5:50PM
  • I received a promotional credit when opening my new corporate card account. How would I classify that in terms of income category in Wave?
    treblecove 14 views 1 comment Most recent by Samd December 12, 2018 5:14PM
  • Hi! I am a freelancer/contractor. I can’t figure out the easiest way to set up Wave for what I need. The customer would be the firm that hired me, but I need to be able to create sub-invoices for each legal case I work on. I’m Quickbooks, I just add a sub-client. Any ideas?
    Paralegal 24 views 3 comments Most recent by Samd December 11, 2018 8:46PM
  • Hi Am Zeth
    Zeth 15 views 2 comments Most recent by Samd December 11, 2018 7:26PM
  • I generate invoices and doing great. My problem is I don't know how to include final invoice amount in writing. Will appreciate help
    hnajee 26 views 4 comments Most recent by Samd December 11, 2018 4:46PM
  • according to HELP there is a dropdown menu next to my logo.... where is this screen?
    nelsmak 46 views 1 comment Most recent by Samd December 11, 2018 3:13PM
  • Hello I recently went back and noticed some errors in my income accounts and what products were attached to them. I went and edited each product to link to the correct income account BUT when I run the annual report it has not changed it for past sales. Is there a way to have this edit apply retroactively? Thank you !
    flipswitch 15 views 1 comment Most recent by Samd December 11, 2018 2:48PM
  • Hi, In the list of my products, I have items that I don't sell any more but since I have old invoices in which I have sold the mentioned items, I cannot delete the products. I'm talking about like 30 items that each time I want to add a new line to my invoice, I have scroll before I can get to the one product I am looking for. Does anyone know …
    Mehran 25 views 6 comments Most recent by Mehran December 10, 2018 2:24PM
  • I provide catering services and food on occasion as a donation. How can I account for ALL the expenses associated with the catering? I am currently creating an Invoice but I'm not sure if this is correct. The "value" of the catering is greater than just the food costs. I want to accurately account for the full value of the donation. Food costs, la…
    offthehoofbbq_1969 31 views 1 comment Most recent by eliteacchk December 9, 2018 2:41AM
  • Can you make the customer statement print with detail of all the prior invoices? From what I can see, you can only show invoices, not the detail of what the invoice was for.
    lahilliar 15 views 1 comment Most recent by Samd December 7, 2018 4:16PM
  • ak7ak7
    Hi, I sent an invoice to my client and they have paid 50% for booking of my service. The partial payment works well with displaying of the paid amount and balance to be paid which is another 50%. Upon job completion, i want to charge my client another 50% for the last payment. I try to send the same original invoice which has now shown the a…
    ak7 33 views 1 comment Most recent by Samd December 7, 2018 3:31PM
  • Hello, I often receive payments from customers in the form of one check to cover multiple invoices. I use the "Split this Deposit" button then select the category, "Payment received for an invoice in Wave" for each split when creating an income transaction in order to select individual invoices and record one large payment against many. The iss…
    markollides 25 views 3 comments Most recent by markollides December 7, 2018 6:41AM
  • Hi All My question is After an estimate has expired how do you clear it so that it doesn't keep on showing as Expired? if I delete them I wont be able to see them later for reference sake. What do i do?
    LyRich_co1 14 views 1 comment Most recent by Samd December 6, 2018 4:30PM
  • Hi everyone Please help. How can I delete stock items that was initially created for an invoice? I no longer stock it.
    EC_Free2bBeautiful 21 views 3 comments Most recent by Mikewave December 5, 2018 10:19AM
  • Is there a way in Wave to mark more than one invoice paid at once? I send out monthly statements to several clients, which are compilations of several invoices. When I receive payment for a whole month of invoices, right now I have only been able to figure out how to mark each invoice as paid individually. There's got to be a simpler way...
    roundrightfarm 17 views 1 comment Most recent by Ryan_W December 4, 2018 8:32PM
  • As an example, I work in IT. I purchase a piece of hardware for 100. I want to re-sell for 110. I thought I would put the purchase of this hardware under 'Bills'. I go to Bills, but when I choose 'Expense Category', there is no option of the 'Cost of Goods' (which is where I thought it would go under) - (I have created a 'Hardware' under the C…
    SortIT 192 views 5 comments Most recent by SortIT December 4, 2018 5:07PM
  • Hi all, Just joined Wave and have spent the last few days getting familiar as I won't start using the app until Jan 2019, so plenty of time to practice. Question: I have a client who I Invoice monthly. So, I keep a log of all work done throughout the month and at the end of the month create an Invoice with this work-log within. Until now, I wa…
    SortIT 15 views 2 comments Most recent by SortIT December 4, 2018 4:05PM
  • Hi.. pls advice how to add GSTIN Tax classification in Wave Invoice.. We are trying for SGST,CGST and IGST classification
    ANBARASAN 23 views 1 comment Most recent by Ryan_W December 4, 2018 3:26PM
  • I have a problem regarding pre paid expenses.As an example if I received a bill worth $250 but I have paid $300 So in the bills they have shown $-50 and again I have received a bill from the same vendor but the accured expense won't a jest with the pre paid expenses. So could you please give me an answer for this
    Hidy 15 views 2 comments Most recent by Hidy December 4, 2018 10:02AM
  • How do I process a purchase receipt that is a refund? I uploaded the receipt and I try to put in a negative value for the refund, but I get an error when trying to save or post to accounting. Looks like I can only put in positive values. Please help
    Gotlight 31 views 2 comments Most recent by JamieD December 3, 2018 9:05PM
  • Hi All :-) I am a newbie on the Wave Community Could I pls ask for assistance. Client paid me $ 1000 which I invoiced and sent him a receipt. Now I am refunding him the $ 1000 How do I process the refund ? Thank you in advance
    JayshreeSawant001 27 views 3 comments Most recent by JamieD December 3, 2018 8:25PM
  • when i convert an estimate to invoice, the notes set to apply on new invoices are not applied. i have different notes as for estimate and invoicing . am i doing something wrong
    Dibbo 13 views 1 comment Most recent by JamieD December 3, 2018 5:18PM
  • I need to bill /invoice my customers for a Marine Park Fee that must not reflect in my sales revenue, as this is paid over direct to the National Marine Park fee. I don't want to issue 1 Wave invoice and 1 hand-written "Marine Park Fee" invoice if possible. Does anyone know if it's possible to have a "product" that can be invoiced to a client, …
    AdyvdP 5 views 0 comments Started by AdyvdP December 2, 2018 5:49AM