Sales & Invoicing

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  • 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 12 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 779 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 975 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 19 views 1 comment Most recent by Alexia September 25, 2018 9:04PM
  • 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 15 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 27 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 16 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 63 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 15 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 144 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 274 views 8 comments Most recent by Alexia September 13, 2018 4:04PM
  • Can i edit invoice P.O. /S.O. Number Filled..
    nilan 18 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 5 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 17 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 93 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 33 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 22 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 75 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 225 views 15 comments Most recent by PhillyTaxGuy1 September 6, 2018 3:52PM
  • 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 25 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 295 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 14 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 34 views 1 comment Most recent by Alexia August 31, 2018 8:48PM
    Hi, is there a way to record partial payments on an invoice?
    MSW 45 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 125 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 29 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 14 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 241 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 297 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 13 views 1 comment Most recent by JenHopf August 21, 2018 6:33PM