Sales & Invoicing

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  • My non-profit org holds an installation dinner once annually where we have a silent auction. Is there currently a way to enter a credit card payment and associate it with an income account without creating an invoice first? Creating an invoice and then having the customer pay is cumbersome and time-consuming.
    Delta_Fly_1976 14 views 1 comment Most recent by Michelle_A October 12, 2018 2:45PM
  • I have about 5 main clients that I invoice regularly, and I first began with invoice #1 for each of these clients. I’d like to continue with this numbering scheme- is there a way I can give multiple invoices the same number using the Wave App? As it is right now it won’t let me do this.
    Breathe_with_Lauren 30 views 2 comments Most recent by dpDesignz October 11, 2018 7:08PM
  • I have added a customer to my credit card transactions that are for the customer. So, how do I pull these splits into an invoice? I don't even see a way to get a report of expenses by customer...
    Airik 14 views 2 comments Most recent by prestonswann October 11, 2018 6:23PM
  • How do you editing customer address in estimates?? Grrrrr
    Qawsed415263 5 views 0 comments Started by Qawsed415263 October 9, 2018 4:58PM
  • Hello! I'm new to the freelancing world and I had a quick question which I think is simple enough but I need a little clarification of the right way for doing it. Basically I have a client that I work with (magazine) that simply pays me whenever they use my work and I don't invoice for it. How should I be putting this into Wave? Obviously it co…
    ryanjohnstonco 14 views 2 comments Most recent by ryanjohnstonco October 8, 2018 9:45AM
  • Can someone please tell me how to delete a refunded invoice that was paid and refunded via stripe? It's just sitting there 'Overdue'.
    DGreen 37 views 3 comments Most recent by Charlotte October 8, 2018 4:42AM
  • After an estimate has been accepted and paid, How does one save that estimate? I do understand that different estimate statuses are not yet available. BUT if one goes to the "Filter" tab then there is a "saved" option under the Status drop down. Thus my question, How does one save an estimate?
    carel 5 views 1 comment Most recent by Alexia October 5, 2018 5:59PM
  • Hello I recently began using Wave for a non profit I am involved with and I mistakenly send an invoice with credit card payments enabled. I have received a payment on an invoice now, I don’t want to accept these payments. How can I reverse the payment? Thank you, Noah
    Noah132 16 views 1 comment Most recent by Alexia October 5, 2018 1:32PM
  • Hi, I tried creating a biweekly invoice and experienced the issue captured below. Thank you
    wale 29 views 3 comments Most recent by Michelle_A October 4, 2018 9:56PM
  • Hi everyone, I actually have two questions - hopefully easy - relating to Wave Accounting. My first question is whether it's possible to customize or tweak what shows up on the transaction screen for payments. I work in health services, so customer names are confidential. When I record a new payment for example, it shows up on the transactio…
    MichelleGB 43 views 1 comment Most recent by Michelle_A October 4, 2018 4:52PM
  • If you banking info wasn't update under you account, but the bank account doesn't exsist any longer, where does the money go? I have changed the account number to my new one. Is the money able to be reversed and put into the new account. Thanks
    MariahPS12394 16 views 2 comments Most recent by MariahPS12394 October 4, 2018 3:35PM
  • My customer has underpaid an invoice by a small amount. Rather than the hassle of chasing up payment I want to create a credit note that will adjust both the income and the corresponding sales tax by the underpayment amount. How are credit notes created in Wave? I can't seem to find it anywhere.
    lizd 1.9K views 10 comments Most recent by Alexia October 4, 2018 3:32PM
  • Hello I often encounter situations like: I invoice a customer, and he pays one invoice in 2 times (the first part as deposit); Or I send few invoices, and customer pay once with the total amount; Or I pay two times (the first part is deposit) for one receipt. So is it possible to combine a few payments record and tie to one invoice or one…
    Kopup 17 views 0 comments Started by Kopup October 4, 2018 10:48AM
  • I have successfully reconciled my first month credit card expenses in Wave. Now how would I enter the bill to be paid to the credit card company?
    AZbusiness 21 views 0 comments Started by AZbusiness October 3, 2018 7:22PM
  • Does anyone know how to cancel or "charge off" an invoice? I have a client who no longer exists and just want to null the invoice.
    plockerman 11 views 2 comments Most recent by plockerman October 3, 2018 7:07PM
  • Howdy! I'm sure there are limitations to the credit card payment service, but it sure would be appreciated that if one pays 2.9% of the transaction, one should be paid pretty quickly, which I would suggest is immediately. That would definitely make me turn on payment services right away... Just a thought. John
    johnbartlett 15 views 1 comment Most recent by Michelle_A October 1, 2018 3:21PM
  • Is it possible to setup invoice reminders for recurring invoices on an ongoing basis? I can only see the invoice reminder settings once the invoice has been generated. Thanks!
    bluedog 38 views 1 comment Most recent by Michelle_A October 1, 2018 3:00PM
  • 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 13 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 927 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 1K 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 23 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 16 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 29 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 97 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 16 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 178 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 304 views 8 comments Most recent by Alexia September 13, 2018 4:04PM
  • Can i edit invoice P.O. /S.O. Number Filled..
    nilan 21 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 7 views 3 comments Most recent by Alexia September 11, 2018 6:27PM