Sales & Invoicing

Discussion List

  • Hi, I have an etsy shop and have integrated it with wave accounting. All the sales are imported correctly. But the imported sales amount is the total sales amount which includes sales taxes, shipping fee, credit card processing fees, and etsy fees. Questions: 1. Do I need to split these into the correct categories? Will this matter to IRS wh…
    glmodern 182 views 1 comment Most recent by Alexia May 9, 2018 7:44PM
  • I am using Wave in a very simple fashion--creating invoices, sending them out as PDFs, getting paid by check, recording the payment "on the invoice". I received a bonus from a client. There is no accompanying invoice. I'd like to record this bonus payment in Wave. I do not have Payment by Wave turned on, I am only using the "payments" feature t…
    matt 49 views 3 comments Most recent by Mani May 9, 2018 6:37PM
  • I hava a client to whom I offer a huge discount. I am entering the discount on her invoices, but they don't seem to be showing up on the P&L report. How can I make that happen so I can keep track of how much my discount to her is costing me??
    JustAClickAwayVA 53 views 2 comments Most recent by JustAClickAwayVA May 9, 2018 5:19PM
  • Hey, I am trying to automate part of my business. I do need, however, way to create estimates (definitely not invoices) for my clients. I don't see any way of creating estimates with Zapier. Do you plan to release such feature? If yes, when to expect it?
    lyanchev 1 view 1 comment Most recent by Alexia May 9, 2018 4:04PM
  • I have a tenant who is recovering from a gambling addiction. He and his wife want to catch up on the past due invoices. I send them to them every month. Can he make a partial payment against an invoice? If he can, will balance update on the invoice? For example, say the past due invoice is for $100.00. I resend it and he makes a payment …
    CentralOhio 134 views 3 comments Most recent by Alexia May 8, 2018 9:12PM
  • hi , some of the products im selling the price changes every year , if i go to products and change it there would it automatically change all the previous prices in the invoices ? or just from when i change it onwards? could use someones help regarding this . thanks
    sara 41 views 5 comments Most recent by Finn_Kingsland May 7, 2018 5:29PM
  • How can I set an invoice as cancelled?
    Jaco1983 11 views 1 comment Most recent by Alexia May 7, 2018 3:34PM
  • Hello, I'm building my new retail business and trying to find out the best cloud base POS that can be integrated with WAVE I was aiming for Loyverse but it will not integrate here. Any ideas here, please?
    Shady 281 views 4 comments Most recent by Alexia May 7, 2018 3:23PM
  • Hiya. Does anybody know how I can change the email address my receipts are sent from? It doesn't give me the option to switch to the email of the current business profile I am in, only the email address I used to set up my original profile. I obviously want the receipt to send from the business to which my client has made payment. Thanks!
    superqueen 267 views 4 comments Most recent by Charlotte May 6, 2018 11:21PM
  • I love the Stripe integration and the ability to accept credit cards, but I want to remove the credit card payment option from the Invoices we send out. I only want the option to input the credit card information from the customer directly at our office via computer. Is this possible?
    hksuzukimusic 43 views 2 comments Most recent by hksuzukimusic May 5, 2018 5:53AM
  • I just created an invoice, 7pm, MST and it shows "due yesterday". "Due on receipt" is quite enough as a means of expressing urgency, I usually send a receipt when work was done, completed, or a milestone achieved. Due yesterday sounds a bit more urgent that I'd like to, when I've just created the invoice. Maybe there's some business hours in eff…
    KaPo 24 views 1 comment Most recent by Alexia May 3, 2018 6:09PM
  • jkojko
    Hi, I am new to Wave, and run a consulting business. I want to be able to align receipts with specific clients. Does that exist? I haven't found a concept of tagging or a field to use for this. Thanks!
    jko 12 views 3 comments Most recent by Alexia May 3, 2018 5:39PM
  • Hi. We have this AFC - Association Dues account where we put all of the advance payment for association dues of our clients. When we issue invoices that has an association dues on it, what we do is apply and consume what's on the AFC - Association Dues account. Before, every time I click the "Record a payment" and choose between the options under…
    Christel 42 views 18 comments Most recent by [Deleted User] May 2, 2018 11:08PM
  • I was wondering if there is a way to add a custom payment method. Right now Cash, Bank, Cheque, Credit Card, Paypal and Other exist. Where I live we have Mobile Payments, so I wanted to add that in. Is it possible and where?
    lori_oomphbd 22 views 1 comment Most recent by Alexia May 1, 2018 3:06PM
  • This discussion was created from comments split from: Error Message- Oops! There was an issue with saving your transaction.Please try again..
    System 1 view 2 comments Most recent by Alexia April 30, 2018 7:42PM
  • I would like to create one invoice for my client that reflects 60% payment required upfront. On completion, i will send him the same invoice (ie the same invoice number) which reflects the balance payment, ie 40%, payable. How do i do this?
    JayGee 11 views 3 comments Most recent by Alexia April 26, 2018 7:22PM
  • Hi there, When I pull an invoice statement and zero in on sales I see multiple versions of the same invoice. Where is this coming from and why? !
    Sardakllc 1 view 1 comment Most recent by EnsignBellaRo April 25, 2018 3:35PM
  • Hi. I apologize if the answer to this question is obvious or has already been provided. If I integrate Stripe with Wave Accounting, I don't get double charged for the transaction fees, right? In other words, Wave charges nothing and only Stripe charges me 2.9% + $0.30 for each transaction. Thanks.
    NewMember 101 views 3 comments Most recent by Charlotte April 24, 2018 1:45AM
  • Hi I allocated a payment received from a customer in transactions to an invoice and then realised it was for another invoice and so edited my allocation in transactions. It is all good in transactions but the payment is now showing twice in customer payments ? Please help
    Milly 11 views 1 comment Most recent by Alexia April 23, 2018 3:00PM
  • RooRoo
    Hi, is there a smart way to save all the invoices that I have made on the account for the finanacial year all at the same time, with a click of a button?
    Roo 11 views 1 comment Most recent by XY_Hashbarger April 20, 2018 4:05PM
  • We are currently installing the wave application for billing and payment, but in our version we are unable to see the payment set up buttons that can allow us to accept client’s payment via credit cards. We saw tutorials and look up in the help caption but was unsuccessful. Do we need to download another newer version that we are not aware of?…
    happy01 13 views 3 comments Most recent by Alexia April 18, 2018 8:43PM
  • On Wave I have two accounts: bank business checking & paypal, I have both of those accounts reconciled in the transactions area. However when I run the income report it is approximately $1,200 different then my bank + paypal balances. I've went through all the revenue and expenses and they all correlate to actual expenses. The only thing th…
    garyad 1 view 4 comments Most recent by Alexia April 18, 2018 5:55PM
  • Hi People, My company has a subscriber base of 400 , and we collect recurring rent from them every month. I have all the data of products and rent on csv, how can I use wave to upload the data and create invoices automatically. Currently i can see there is option of manually creating each invoice. Any help would be highly appreciated. Thanks
    bhuv 143 views 1 comment Most recent by Alexia April 18, 2018 5:26PM
  • Can't seem to open any links. Just hangs forever. Is there a server issue??
    JeanPaul 11 views 1 comment Most recent by MicroE April 18, 2018 3:55PM
  • Can I make quotations on wave?
    Hardus 3 views 1 comment Most recent by Charlotte April 18, 2018 11:56AM
  • GilGil
    Hi, Am having a problem when recording payments for invoices - the system is now only letting me select income accounts, but i need to select an 'expense' account (under liabilities) for some invoices that we get settled in cash. The liability accounts used to be available but something has changed recently. Any ideas how to fix this? tha…
    Gil 13 views 1 comment Most recent by Alexia April 17, 2018 8:07PM
  • Hi guys, I tried editing the invoice number and dates after the invoice is generated but I received this message. It's temporary? or is this a bug?
    jason1234 13 views 6 comments Most recent by Alexia April 12, 2018 7:56PM
  • I have added my IBAN through Settings, on the bottom of the invoice but as soon as I hit save some numbers from the IBAN change into asterisks ( * ) Any thoughts on how to overcome this?
    Xanthosc 13 views 0 comments Started by Xanthosc April 12, 2018 6:15PM
  • The filds is: Bill to: Estimate number Estimate data Grand total Notes
    mitmark 1 view 1 comment Most recent by NopDesign_Connor April 12, 2018 6:11PM
  • Rudivanzyl 13 views 2 comments Most recent by Alexia April 4, 2018 6:56PM