Sales & Invoicing

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  • I recently had to create an invoice for a client for end of financial year and simply listed it as paid with the correct dates before emailing to the client. I realise that I've already reconciled the payment made direct to the bank account without applying it to the newly created invoice. I just want to make sure that creating that invoice did no…
    Tevilyne 1 view 3 comments Most recent by lylavuono July 31, 2018 7:23PM
  • Hi, When I create an invoice I find that the customer name is repeated in twice. eg. John Smith John Smith 5 Common Road Common Town I understand the first is the Company name, which is mandatory. As the Company Name in my case always = clients name I would like to know if there is a way to display either the Company Name or First / L…
    thebookkeeper 1 view 3 comments Most recent by Alexia July 31, 2018 6:40PM
  • I enter my credit card transactions manually. Any way when I'm adding expenses I don't have to choose the credit card each time?
    LauraMC 11 views 3 comments Most recent by Alexia July 31, 2018 6:31PM
  • I think I almost have things working, i have a vendor that i've made a pre-payment to, now I want to use that. I created an asset account under vendor prepayments. put in the amount of the prepayment. I created a bill for an amount for that vendor (less than the prepayment). Then I went to pay the bill on the bills page, the pop up comes up, i …
    wavasaurus 115 views 3 comments Most recent by Alexia July 31, 2018 2:49PM
  • Good day, I absolutely love your app, it is unreal! I am looking to process payments through wave but I am based in South Africa - do you know when payments will be supported in South Africa and payroll for South Africa? Thank you
    sebenza 11 views 1 comment Most recent by Alexia July 30, 2018 3:26PM
  • I rent campers or travel trailers for people to go camping. I was wondering how your payments processing would handle taking security deposits? I need to return the deposits after final return inspection. Would I actually charge them and have to return the charge dollars or would I be able to place a hold on their credit card, and then remove i…
    TroyG 61 views 5 comments Most recent by Alexia July 26, 2018 6:54PM
  • in the invoice page, the "status" drop down menu , I can't click on "PAID" it is disabled. I have marked few of my invoices paid but I can't see them because PAID menu is disabled how can I get that enabled thank you
    Stacy 12 views 3 comments Most recent by Alexia July 25, 2018 6:45PM
  • I paid for 3 products by my personal card 2 days before my business account went live. I have upload the receipts etc. I have tagged them as owner investment drawings. But I think this may be incorrect? many thanks in advance
    Wavergmail 12 views 3 comments Most recent by Alexia July 25, 2018 3:46PM
  • Hi, We have a couple of invoices that are marked "Overdue." The situation is we have clients from different countries. We invoice them the amount, but the transfer has fees that we shoulder (i.e. PayPal fees) so we don't receive the full amount on the invoice. We manually record the exact amount that we receive, so it doesn't match with the inv…
    francine 22 views 7 comments Most recent by Alexia July 25, 2018 2:45PM
  • Hi, I would like to change my invoice number to the new year. I can't find this option in any setting. I can change it manually, but it won't stick to the following invoice. Anyone???
    Remco 192 views 17 comments Most recent by Alexia July 24, 2018 7:57PM
  • Is there an option to choose the merchant descriptor that customers would see on their statement? If not, what will appear by default? When accepting payments, is there an option for AVS to be used? Is there an option for 3D secure processing? Can a customer be required to provide their address when making a payment even if AVS is not being use…
    ATepfer 12 views 3 comments Most recent by Alexia July 23, 2018 2:37PM
  • I have an invoice created in wave. It was paid on June 28 2018, but didn't hit my bank account until July 3rd 2018. How do I reconcile this transaction so everything balances? I can't change the date the invoice was paid in Wave.
    chrisadl 11 views 4 comments Most recent by chrisadl July 16, 2018 12:17AM
  • When a sales invoice is processed it records as a deposit into the bank account or a holding account until the Deposit transaction appears from the Bank. However the Bank Deposit transaction shows as an Income transaction doubling the Sales (initial Invoice transaction + Bank Deposit)... This is deposit could be a combination of multiple de…
    dwarrilow2002 581 views 22 comments Most recent by Judit July 9, 2018 7:18PM
  • I invoiced a client, they paid by bank transfer so I marked the invoice as paid. This is showing up as two transactions in my transactions list. When this happened with a Paypal payment I could use the merge function to make them into one transaction. When I tried another strategy of trying to mark the payment as payment of an invoice it only show…
    atwithkathy 11 views 2 comments Most recent by atwithkathy July 6, 2018 3:30PM
  • Hi I created an invoice for R525, the client short paid by R70. This amount I manually added onto the next month's invoice which the client paid fully, thus leaving the previous invoice Unpaid. So now I have an invoice showing Unpaid, whereas in fact, the client has paid it now. How should I handle this, please?
    Hester 21 views 1 comment Most recent by Alexia July 5, 2018 8:53PM
  • Hi, I would like to edit a bill payment account. I followed this link but when I open the bill I can only delete the payment and not edit it. Any idea?
    Rami 35 views 6 comments Most recent by Alexia July 5, 2018 8:06PM
  • Hi, I've made a mistake of tagging the wrong Invoice when I create invoice payment from Accounting\Transaction, is there a way to reverse or correct this? Thanks in advance!
    minr 168 views 5 comments Most recent by Alexia July 5, 2018 6:11PM
  • Hi Folks, I recently had an issue come up which I'm hoping you can help me out with. I have invoice #1 which the client overpaid by about $200. I knew this and I should have split the deposit when I was reconciling the banking, however, I did not do that. I applied the whole payment to invoice #1. When invoice #2 came due the client underpai…
    AaronBenedict 54 views 4 comments Most recent by Charlotte July 2, 2018 7:07PM
  • I have customers that I invoice throughout the month and they pay for all those invoices with one check. I do not see a simple way to link that payment to all those invoices. This must be very common among small business. I'm impressed with Wave but this a deal breaker! Using Quickbooks for 17 years btw.
    Macsteamer1 293 views 12 comments Most recent by Charlotte June 28, 2018 12:36PM
  • The app shows the "last" time a customer viewed an invoice but not each time. I have invoices that show they were "sent". Client claims that they only received the reminders. Now it shows last viewed as today. So either, there was an email problem on June 2nd and Wave didn't send the invoices (or they went to spam, but that wouldn't explain why…
    apercu 129 views 1 comment Most recent by Alexia June 27, 2018 8:33PM
  • JoJJoJ
    I deleted an invoice by accident. How do I recover it?
    JoJ 135 views 1 comment Most recent by Ellie_Writes_Things June 27, 2018 6:45PM
  • We have added a collaborator with permission to View, Edit and Send however they don't see the invoices tab when logged in from their user, Any help is much appreciated,
    ShariqIsak 2 views 1 comment Most recent by Alexia June 27, 2018 4:56PM
  • Question: when we upload and process receipts in the menu purchases ---> receipts, the receipt is automatically added to the menu accounting and a transaction is generated. Does this apply to invoices too? Does an invoice issued in sales ---> invoices automatically generate a transaction and if yes, at what point. Thanks for clarifying! The…
    Therese 62 views 3 comments Most recent by Alexia June 27, 2018 3:26PM
  • I want to do exactly what is explained in this article. However, when I go to transactions, there is no button for "Split Deposit/Withdrawal" as step #1 indicates. If I click the down arrow to the right of the transaction, there is a "Split Transaction" option in the dropdown, but it does not have a dialog like the one shown in step 1 or step 2 of…
    EscapedArtist 21 views 3 comments Most recent by Alexia June 27, 2018 2:14PM
  • Refer to the image above, I have changed my invoices Setting on Default title to Tax Invoices and Added my GST number into the Default Subheading, but why my invoices is not detect? Please help !
    evelyntong 22 views 1 comment Most recent by Alexia June 26, 2018 8:17PM
  • Just want to ask how to create tax inclusive invoice?
    usmanfromak 73 views 3 comments Most recent by Alexia June 26, 2018 7:27PM
  • I am making use the the Invoice feature and would like to know how I can add another business to my profile. When I go to Switch Business it only has 1 business listed. How do I add another business in order to switch and do separate invoices for? Please let me know
    LeanneWilkinsZA 2 views 2 comments Most recent by LeanneWilkinsZA June 19, 2018 10:17AM
  • Hi all. I need to be able to create a purchase order which I then send to the supplier as confirmation of my order to them. How do I go about this as all I see is Bills which is not what I require? Thanks,
    bruskieza 3K views 94 comments Most recent by Purr_907 June 18, 2018 6:11PM
  • Hello, I have a few recurring invoices going out with an incorrect email message. when I first created the recurring invoices it allowed me to put a custom message in there where the customer will see. Now this message goes out each month automatically and I don't see a place to edit it.
    lsaulters 1 view 1 comment Most recent by Alexia June 18, 2018 2:55PM
  • RokRok
    Does anyone know how to look at quotes on the phone app
    Rok 12 views 1 comment Most recent by Alexia June 15, 2018 5:36PM