Sales & Invoicing

 

Discussion List

  • Hi - I have a customer who is pretty far behind, and I'd like to encourage him to pay a little bit on a regular basis. He pays by bank transfer, so I'm not sure what the interface looks like when he pays. Does he just get a button to pay the invoice in full, or does it allow him to enter an amount that he would like to pay?
    Abikin 11 views 2 comments Most recent by Abikin September 24, 2018 3:12AM
  • JonJon
    If a business is located in Thailand, is it possible to allow credit card payments on invoices?
    Jon 23 views 2 comments Most recent by Reza September 24, 2018 2:26AM
  • Hi all, I have problems with categorising income and invoice's items, I'll try to explain. I do textile consultancy and my clients pay different prices each time. The service is the same (Consulting Services), but the price is different depending on the agreement. Since in "Sales" - "Product and Services" section you can't set up services …
    Fanlike 12 views 1 comment Most recent by Alexia September 21, 2018 7:58PM
  • I am paying for a monthly online subscription service which allows multiple user access and am invoicing those users who reimburse me for their "portion" of the monthly fee. They want invoices monthly for their contribution however when I go to make an invoice, it seems I can only add an Income account for where the paid invoice will be deposited.…
    epitoma 42 views 1 comment Most recent by Alexia September 21, 2018 3:35PM
  • Dear Folks, I'm a new user of WAVE and i need to create invoice but i need to add additional columns such as capacity/units, quantity/carton, pice per unit , price per carton, total price. And we need also purchase order and packing list. does WAVE have such kind of templates or you can recommend another software. Thank you very much in advance
    Mine 13 views 3 comments Most recent by Dante_Bulluck September 21, 2018 1:11PM
  • some customers buy services direct using stripe - and are sent a statement straight away, How do I record this correctly in wave? 1) Do I upload it as an invoice 2) say it is paid 3) merge with the transaction from the bank account. or can I tie it direct to the bank account import? thanks in advance
    Wavergmail 94 views 7 comments Most recent by Alexia September 14, 2018 6:38PM
  • Hi I need to add a customer VAT (Value Added Tax) number to my invoices but cannot find any place to enter it. This is a requirement in South Africa. Any help will be much appreciated. Elton Landman
    Elton 226 views 8 comments Most recent by Alexia September 13, 2018 4:04PM
  • Can i edit invoice P.O. /S.O. Number Filled..
    nilan 11 views 3 comments Most recent by Alexia September 11, 2018 8:05PM
  • This may be a daft question - forgive me, I'm brand new to Wave. Is there any way to add a memo to a statement? I'd like to put my bank details on it to save the customer looking them up. Anything to get paid quicker! -- mac jordan @ramtops
    ramtops 2 views 3 comments Most recent by Alexia September 11, 2018 6:27PM
  • This discussion was created from comments split from: Receipts not showing in transactions and P&L.
    System 13 views 3 comments Most recent by Alexia September 11, 2018 5:51PM
  • Hello, I use one email account to login & authenticate to Wave (a Gmail one) and a separate email account that I want to use to communicate with customers. I noticed that when I send an estimate or invoice to a customer, the reply-to address (the one that happens when they click "reply" to the estimate) is my Wave login email address. How ca…
    RRTS 60 views 2 comments Most recent by RRTS September 10, 2018 7:09PM
  • Hi, I have connected my business bank account in the bank connections section of Wave accounting and assigned that account for Payments by Wave to record Stripe credit card payments to, in settings. Once the payment from Stripe shows up in my bank account and is recorded in Wave, the funds are not transferred from the Payments by Wave account to …
    Stevie 31 views 1 comment Most recent by Alexia September 7, 2018 5:52PM
  • Hey there, I see that Wave and Stripe work together. My website takes monthly recurring payments from my users, and i want them to automatically caulculate into Wave for me. Does anybody know how I can set this up? Thank you
    LaranjaHoldings 21 views 1 comment Most recent by Alexia September 7, 2018 5:45PM
  • How do we allocate an payment taht is larger than the invoice, does wave reconcile with next invoice?
    Hadders 52 views 2 comments Most recent by Hadders September 7, 2018 7:31AM
  • When you first create an invoice in Wave, we ask you to choose one of three invoice templates. This choice is obviously an important one, an invoice is just as much a business card and a reflection of your business as it is, well, an invoice. We would love to know which one you prefer, and why you chose that template over another. We believe ea…
    Alexia Poll 222 views 15 comments Most recent by PhillyTaxGuy1 September 6, 2018 3:52PM
  • Hello, I use Recurring invoices a lot for my clients with website maintenance contract and hosting. And that's great! But then I realised that, in the recurring invoice set up, I cannot save the scheduling payment reminders in the settings below: However, it is possible, only once the invoice has been issued (from the recurring schedule). …
    Hervé 86 views 4 comments Most recent by Piano_Teacher_01852 September 5, 2018 8:08PM
  • Hello, I’m trying to setup the ability to recieve credit card payments but this option is not showing anywhere, even the invoices that are sent to the clients, that option is not there. Kindly advise what needs to be done to get it to work and where I need to enter my bank account to recieve the payments. What are the fees/charges? Thank you
    Salhidiq 24 views 3 comments Most recent by Alexia September 5, 2018 5:20PM
  • I just got a "Congratulations. You got paid" email. In the email it says you can now send a receipt to your customer. But how? I can't figure it out. Help?
    wikisi9 145 views 1 comment Most recent by Reza September 4, 2018 10:16PM
  • How do I add Tax numbers of customers while creating new customer? How to make this information appear on Invoices?
    avarjana 11 views 1 comment Most recent by Alexia September 4, 2018 8:35PM
  • I manage my small biz using a few credit cards. I have the cards and bank accounts entered into wave. What I am unclear on is how do I handle CC transactions? I see them under transactions but I dont know how to handle them when I make a payoff.
    bthomas 32 views 1 comment Most recent by Alexia August 31, 2018 8:48PM
  • MSWMSW
    Hi, is there a way to record partial payments on an invoice?
    MSW 32 views 1 comment Most recent by Centanni August 31, 2018 6:45PM
  • The option to cancel the credit card option is not appearing me to disable it, how can I do it? Due to appearing the option for a customer who is not paying through credit card is showing my invoices in 2 pages instead of 1. Thanks for your prompt reply
    sebavicto 79 views 4 comments Most recent by Alexia August 31, 2018 5:28PM
  • HI, Im very new to wave and trying to work it all out, so forgive me if my questions are basic: I deal with customer face to face ( Im a therapist) . At the end of a session my clients may pay me in cash or with a card payment. I'm not an 'invoice' type business. When I get paid in cash - should i record it as a sale into my 'cash on hand' acc…
    Hazelb 24 views 1 comment Most recent by Alexia August 22, 2018 5:38PM
  • Having an issue in the invoicing tab when I want to add the amount of hours worked. For example if I try to type .65 the point will disappear or it will turn it into 6.5, I'm struggling to mark the hours, I have tried this on to different wave logins and both are doing this.
    NadiaGEN 12 views 7 comments Most recent by Alexia August 22, 2018 3:47PM
  • I feel like I'm losing it. I need to split some payments to multiple invoices but I don't have that option. I've read the two (very different) guides on how to do it, but there is no option in my account to split payments. Is this something I need to turn on in the settings somehow? When I click the arrow to the right of the transaction, the on…
    LeaningDog 205 views 5 comments Most recent by Alexia August 22, 2018 3:21PM
  • Hello, I am using Wave for a couple of weeks. I added bank details already to my default memo but I have realised when I convert an estimate to an invoice, it is showing the memo from the estimate - which is annoying! Any solution for this?
    ArtisanFlower 226 views 4 comments Most recent by Alexia August 21, 2018 7:10PM
  • Thanks for taking the time to read my email. I have a few questions to ask about how to effectively set up a recurring invoice to my customers. I run a badminton academy teaching kids & adults how to play badminton. And I charge students either monthly or per term (3 months). However, I use a drop-in system where the student pays only wh…
    Gerald 11 views 1 comment Most recent by JenHopf August 21, 2018 6:33PM
  • Hi everyone, I hope you're well. When I look at my transactions it look like my sales are recorded twice: 1. When I have recorded a payment on my invoices this reflects in my transactions 2. Payments for the same invoices are imported from my bank statement Does this mean my accounting will show that I have double the income that I do?…
    Sarahc 16 views 3 comments Most recent by Alexia August 21, 2018 2:30PM
  • Hello, I've been playing around with some dummy accounts on Wave trying to configure it to do what I hope, but I'm having no luck. I wish to setup Wave to monitor payments for our skating club. At the start of the season, members contract a set number of ice hours for a set fee. They can pay this up front or pay it as monthly installments. I w…
    Sk8rAdmin 11 views 1 comment Most recent by Alexia August 20, 2018 6:28PM
  • I would like to know if there is any way that the "Customer Statement" shows the invoices that have been paid and also Pending. What I mean is that the word Paid doesn't appear next to the transactions in the invoice list. Right now only shows the transactions without indicating the status. Paid and unpaid next to the amount in one report will mak…
    Pablo_M 1 view 1 comment Most recent by Dante_Bulluck August 15, 2018 6:47PM