Sales & Invoicing

Category List

Discussion List

  • Hi everyone, I hope you're well. When I look at my transactions it look like my sales are recorded twice: 1. When I have recorded a payment on my invoices this reflects in my transactions 2. Payments for the same invoices are imported from my bank statement Does this mean my accounting will show that I have double the income that I do?…
    Sarahc 21 views 3 comments Most recent by Alexia August 21, 2018 2:30PM
  • Hello, I've been playing around with some dummy accounts on Wave trying to configure it to do what I hope, but I'm having no luck. I wish to setup Wave to monitor payments for our skating club. At the start of the season, members contract a set number of ice hours for a set fee. They can pay this up front or pay it as monthly installments. I w…
    Sk8rAdmin 12 views 1 comment Most recent by Alexia August 20, 2018 6:28PM
  • I would like to know if there is any way that the "Customer Statement" shows the invoices that have been paid and also Pending. What I mean is that the word Paid doesn't appear next to the transactions in the invoice list. Right now only shows the transactions without indicating the status. Paid and unpaid next to the amount in one report will mak…
    Pablo_M 2 views 1 comment Most recent by Dante_Bulluck August 15, 2018 6:47PM
  • I accidentally deleted a payment received and can no longer find it to reconcile against the invoices it relates to. How can I retrieve this payment? Thank you.
    rosie001 32 views 7 comments Most recent by rosie001 August 10, 2018 7:32PM
  • Hi I am coming to Wave part way through my corporate tax year. And I have sold subscriptions that are yearly and I need to accrue part of the subscription this year and part next year. I think that the recurring invoice is for that, but it wont let me create an invoice that was issued in the past and I can't seem to figure out how to do this. …
    GregVeres 12 views 3 comments Most recent by Alexia August 9, 2018 8:35PM
  • I have let an apartment for a weekend on a holiday let for guest. I let them stay for 200 total. When tripadvisor paid me they gave me 170 (i.e less their fee). I would like to record all the figures here so I track how much is going to Tripadvisor. I invoiced 200 but only received 170 in the bank. * How do I create a charge that will account…
    Izzy 95 views 4 comments Most recent by Alexia August 9, 2018 7:50PM
  • POS
    I want to be clear; you have no credit card reader features; do you recommend one that integrates with your program
    mauricepugh 30 views 1 comment Most recent by Alexia August 8, 2018 6:47PM
  • So, I am considering using wave instead of upgrading my quickbooks, but I need it to generate official looking pdf statements... not emails that hotlink "invoice 1" and ask for an online payment. Is there any way to customize the statement and then pdf it, so I have control of what my customers receive? Print or email? I do not ever want the wa…
    btosky 25 views 1 comment Most recent by Alexia August 7, 2018 7:58PM
  • How can I correct that so that it shows up as an entry that points to the receiving bank account.
    AnthonyV 14 views 1 comment Most recent by Alexia August 3, 2018 7:41PM
  • 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 4 views 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 3 views 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 12 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 166 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 12 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 101 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 14 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 31 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 245 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 14 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 13 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 655 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 17 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 22 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 https://support.waveapps.com/hc/en-us/articles/208622746-How-to-edit-transfers-payments-and-journal-transactions but when I open the bill I can only delete the payment and not edit it. Any idea?
    Rami 42 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 218 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 64 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 337 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 164 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 169 views 1 comment Most recent by Ellie_Writes_Things June 27, 2018 6:45PM