Sales & Invoicing

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  • 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 303 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
  • This discussion was created from comments split from: Receipts not showing in transactions and P&L.
    System 20 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 116 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 87 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 229 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 27 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 464 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
  • MSWMSW
    Hi, is there a way to record partial payments on an invoice?
    MSW 64 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 166 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 30 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 15 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 282 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 361 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
  • 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 24 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 13 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 42 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 15 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 108 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 31 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 27 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 6 views 3 comments Most recent by lylavuono July 31, 2018 7:23PM