Sales & Invoicing

Discussion List

  • I have received payments from clients yet I can find nowhere within my account that shows me a balance that WAVE is holding. That seems very absurd that wave is collecting my payments and unlike any other payment system (paypal, stripe, etc) there is not a balance showing me how much of my money they are holding onto.
    gtewks 39 views 1 comment Most recent by JamieD November 12, 2018 6:25PM
  • Hi, I am self employed and have two income streams. They both come into the same bank account for my tax return information. Is there a way I can separate the two out so I can just concentrate on the profit and loss of one of the income streams, without having to delete the other one? Thank you!
    InkSmudge 17 views 1 comment Most recent by JamieD November 12, 2018 4:28PM
  • Hi My client is a designer and when she raises an estimate she likes to break down the areas she is designing. E.g she would have Dining Room as a sub heading and then under that would be the furnishings listed with price etc then she might have Study, then under that would be the furnishings etc listed with price . At the moment we just put Dini…
    southambookkeeper 67 views 1 comment Most recent by JamieD November 12, 2018 4:17PM
  • I had a customer bail on payment after service the was completed. Do to their situation, I am understanding and willing to take the loss on it. I still need to have the invoice and nonpayment for the record, but I am annoyed by it being at the top of my invoice list. Chat support has no solution, but I am sure someone else has encountered this. Do…
    pacotm 18 views 1 comment Most recent by chrishall57 November 12, 2018 2:50PM
  • Hi all I have a customer who wants a printed invoice as she does not have a computer/printer how do you print an invoice in wave? thank you
    Kararthur 156 views 1 comment Most recent by Kararthur November 7, 2018 3:59AM
  • How do you add a contact email address to header/contact section of an invoice? There's a field for url, mobile phone and fax, but I can't see where to add an email address without poaching a field that's meant for something else.
    SteveR 21 views 5 comments Most recent by cbux November 6, 2018 6:44PM
  • Hello, I need to assess a membership fee to everyone at once. So I need to the ability to take a Product I have created (the fee) and create invoices for all of my customers at the same time. Please tell me this is possible and I don't have to individually create an invoice for each customer?? Thanks!
    sidefly 18 views 1 comment Most recent by JamieD November 5, 2018 9:35PM
  • Ok, So I hunted thru wave's forum and couldn't find anything specific to my question. So here ya go: I own a pool service company that I use different software for to invoice those customers and I use wave just for the book keeping. My question tho is this: if a customer pay mens say $85 and the stripe processing fee is $2.77, I get a net depos…
    trav2001 84 views 4 comments Most recent by trav2001 November 4, 2018 9:40PM
  • I am hoping someone can help. I am a photographer, and a fully paid photo session has been cancelled, so I must refund the payment. I have followed advice I have seen online, in that I have gone to Accounting -> Transactions -> Add Expense -> and selected the client's invoice under the category 'Refund to customer name' I have put the ref…
    graceelizphoto 37 views 1 comment Most recent by graceelizphoto November 3, 2018 11:39AM
  • I have recorded my expenses as per the instructions - Claim reimbursable expenses on an invoice (https://support.waveapps.com/hc/en-us/articles/115000588103-Claim-reimbursable-expenses-on-an-invoice). I now want to prepare an invoice (with my reimbursable expenses). How do I know which amount to charge? I have found an automatic way for the fi…
    bbwacker 15 views 1 comment Most recent by Charlotte November 2, 2018 11:47PM
  • I haven't encountered this anywhere within Wave, so I wanted to see if this was on the roadmap or a possible upcoming feature. Is there an option to submit payments via Wave? For instance a Bill Pay system? Currently I'm entering my bills in Wave, going to my Bank's bill pay system to pay them, and then going back to Wave to state they have been p…
    mhermsen 15 views 1 comment Most recent by Samd November 2, 2018 8:44PM
  • I have two accounts: one in USD and another in CAD. I received a payment in my USD account (e.g $10 USD). I then transferred the amount to my CAD account (e.g., $13 CAD). In Wave, I now have the following: Income - $10 - USD Account Expense - $10 - USD Account Uncategorized Income - $13 - CAD Account So, as you can see, the income g…
    joelg 43 views 1 comment Most recent by Samd November 2, 2018 8:15PM
  • Is there a way to add expenses to an invoice? I would like to add my managers commission as an expense to my invoices. I currently have it as a "Sales" and enter it as a negative amount, (-0.00), and it shows up like that in my income report. It just seems more sense to have have it as an operating expense on my income statement.
    CANONBALL 22 views 1 comment Most recent by Charlotte November 1, 2018 2:58PM
  • Hi, I send invoices to clients via wave and when I get paid from a client via bank transfer I record the invoice payment and it adds it to my accounting transactions (which is correct) but because I have my bank account connected, that also adds a transaction when it syncs with my bank, so my accounting transactions are showing 2 sales for the …
    Wyre_Web_Design 35 views 2 comments Most recent by Wyre_Web_Design November 1, 2018 12:26AM
  • Hi there - New Wave user here. I'm looking for a way to archive declined and/or expired estimates. Sometimes customers will contact me several months down the road and so I want a way to bring up the old estimate. Any suggestions?
    thelast10sf 33 views 2 comments Most recent by thelast10sf October 25, 2018 2:51AM
  • Hi For my adventure business we just integrated an online booking system that integrates with Stripe for online booking and payment. The booking system is used by all major tourism outlets in New Zealand and they can sell our product through their channels, so don't really have a choice. As we all know, Stripe removes the fee from each booki…
    Markus 131 views 8 comments Most recent by Markus October 25, 2018 1:38AM
  • Hello! Many of my clients pay with cash or by cheque. I make invoices in wave and record the payments as going into ''Cash on Hand''. When I do a bank deposit it will include numerous payments. Do I then have to match this deposit to every single payment that it might possibly include? Is there an easy way to do this? thanks for any help/adv…
    CarolAnne123 26 views 1 comment Most recent by apples October 24, 2018 10:54PM
  • ndjndj
    Hello, I followed the documentation on handling reimbursements, and everything was fine until my automatic bank import created another payment transaction. I tried to merge the payment transaction and the transfer transaction but that is not allowed. Should I just delete the imported transaction? Is there something else I can do differentl…
    ndj 24 views 1 comment Most recent by Zoe_caff October 24, 2018 10:52PM
  • Hi there, I been very happy with how I'm able to track my business finances with Wave. I use the receipts app often. Now I'd like to start tracking my personal expenses like groceries etc. with Wave and the receipts app. I'm looking for a way to add a payment account type on the "personal" side of the Wave app. Currently the only option I have is…
    katedelorme 14 views 2 comments Most recent by katedelorme October 24, 2018 10:34PM
  • Hi, I'm not sure whether this belongs in this section on the community site, but I'm hopeful someone can help. I have just been setting up an account with Wave, and have added all of my customers details and generally the system seems to work really nicely. My question is this, when setting up my customer details, I noticed you can assign ea…
    BenG 28 views 1 comment Most recent by Tyler October 24, 2018 9:57PM
  • Hi, I am an old user of waveapps and recommending waveapps to many clients regularly. Currently I am facing a problem that the item price is in USD but need to send invoice in some other currency. Wouldn't it be nice if the total invoice amount automatically gets translated in other currency set for the customer. For example my item price is $100…
    Armaghan 8 views 1 comment Most recent by Erik October 24, 2018 9:48PM
  • I create invoices in Wave and save to a PDF file on my laptop. I then open and attempt to print and they will not print. All other PDF's I have saved print.
    speciality16 15 views 0 comments Started by speciality16 October 21, 2018 3:41PM
  • Hi One of my clients is from Europe and I invoice them in Euros and then they pay me through Paypal. However they just assumed I wanted to be paid in USD (I thought they were going to send it in Euros) now I have 1) an invoice billed in Euros 2) Received money via paypal in USD 3) my base/home currency in CDN. I got no clue what to p…
    chobo2 16 views 0 comments Started by chobo2 October 16, 2018 7:12PM
  • 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 16 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 24 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 32 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 3 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 27 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 118 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 28 views 4 comments Most recent by Katie_Silkina October 12, 2018 4:01PM