Sales & Invoicing

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  • RokRok
    Does anyone know how to look at quotes on the phone app
    Rok 17 views 1 comment Most recent by Alexia June 15, 2018 5:36PM
  • Hi! I love Wave, but do wonder if there are plans to add any kind of tip line or other line when customers pay by credit card. I would like to pass on my credit card convenience fees to my customers, but I don't see how to do this currently unless I either include the fee in the invoice total, which I don't want to do because I don't want to alar…
    stellarglo 26 views 1 comment Most recent by Alexia June 13, 2018 7:03PM
  • Hello, In transaction page once we use the option for multiple invoice payment (Payment Received for For Invoice in Wave) the system should validate the invoice number if it has been already selected. E.g A customer has pending 5 invoices (Invoice number 20, 28, 44, 82,96) with each as 1000/- and now he has paid 5000/- The process in Wave…
    UHRP3 5 views 1 comment Most recent by Alexia June 13, 2018 2:13PM
  • I can see all the theories about how to invoice client and allow him to pay by credit card, but I do not have a Tab for 'Payments' under the Sales menu, and nowhere can I find 'turn on payments' when I create an invoice. What have I done wrong?? I have twice emailed the help centre, but just get an acknowledgement back which I return with the de…
    JudyC_47 14 views 3 comments Most recent by Alexia June 7, 2018 6:38PM
  • Hi there, I’ve been using wave for a while now and I am overwhelmed by how such a fantastic piece of software can free but I have a little gripe with the software which I can’t seem to figure out how to fix. I’m UK based so I work with GBP but I have a few clients in the USA which means I will invoice them in USD. My issue comes when the inv…
    neutraltone 234 views 3 comments Most recent by Alexia June 7, 2018 5:48PM
  • So Invoice is paid and merged with a bank transaction. Where does the Invoice go?? How to open to print??? It was an option but seems it vanished and I cant see all Invoices list just like - receipts or bills, once you go there you can see the list of all but not for Invoices..
    E7ika 390 views 9 comments Most recent by Alexia June 6, 2018 8:01PM
  • Need Help. Have customer wanting to pay with credit card. Sent invoice with payments on. Could not pay. Deleted invoice..sent new one..still cannot pay. Wanted to let him pay over the phone..but could not get button to turn on option for me to let him pay. What am I doing wrong.
    Audy 28 views 4 comments Most recent by Alexia June 6, 2018 7:52PM
  • I have an account with a plumbing supplier. I am issued invoices for individual purchases which I then settle in a single payment for that month's purchases. I can't find a way to this in Wave. So far all I can seem to do is settle each invoice individually. I assume these will then appear as individual entries in my bank account and there is no…
    rainbm 15 views 2 comments Most recent by Alexia June 1, 2018 2:23PM
  • I am trying to keep track of the money I owe my customers, because sometimes we are not able to pay cashback to customers and have to record these so we can keep track of them and not forget about them. Is there a way to do this in Wave? Any suggestion are welcome.
    lcslebanon 16 views 6 comments Most recent by Alexia May 31, 2018 4:16PM
  • Hello, i have a question. We enabled credit card payments and got our first payment from customer. But now we cannot complete the setup. We are a small IT solutions company registered in Delaware but operated from Dubai, UAE. While the complete setup wizard asks for SSN & other details that are not relevant. how can we proceed for setup or ref…
    techinnov 24 views 1 comment Most recent by Alexia May 31, 2018 3:15PM
  • Is it possible to download 3 months worth of invoices generated regardless whether they are paid or not into an excel spreadsheet? Is it possible to auto generate this report at the end of every 3 month period?
    SEOLadyUK 133 views 8 comments Most recent by Alexia May 31, 2018 3:03PM
  • I want to know if it is possible to put multiple mail addresses in "contact" when creating/editing a customer. I put two mail addresses, separated by ; but I couldn't save the editing. I got an error message. I deleted the second address and with only one mail address I was able to save the customer. Thanks for any ideas. Therese
    Therese 3 views 1 comment Most recent by Alexia May 29, 2018 8:20PM
  • Let me begin by stating that I fully understand that you (the folks at Wave) are focusing on service businesses for now, and that I know I will be needing to use one of your inventory workarounds. But I love this product enough that I very much want to do just that. My hopes are that we will grow together, and that a few years from now when my sal…
    lesquamloon 93 views 8 comments Most recent by Alexia May 28, 2018 3:47PM
  • Hi, I learnt recently about this Software and am really very grateful. i have a question, when i invoice a customer say customer XY and he is to pay on credit, the amount invoiced is credited to the income account and debited to the Account receivable. How can i change this so that the amount is debited to XY's specific account and not the genera…
    danielken 24 views 2 comments Most recent by danielken May 25, 2018 8:55PM
  • I have a client in desperate need of using this feature for his website. Any indication if this feature can be added to his acct to also beta test? I have used it and works fine!
    biancorp 27 views 1 comment Most recent by Charlotte May 25, 2018 8:50PM
  • Dear Sir/Madam, I have an account of your software for my small business, during creating invoices I am not able to upload stamp. is it possible to upload stamp on my invoice page???? Second thing: I our country we are not able to access payroll system can we able to do this.
    babar_khan001 2 views 1 comment Most recent by Alexia May 24, 2018 5:19PM
  • I want to customize of the field column with capital letter. After I update when i preview it the capital letters are gone.
    maheswarinangunuri 23 views 1 comment Most recent by Ellie_Writes_Things May 22, 2018 6:49PM
  • Hello everyone, I have a newly setup small sized business. I'd like to inquire today that is there a way I can record the total amount of a project in an invoice, add advance payment and the balance due? All in same invoice? Is it possible? It took me a good 30 mins to find an option like this, but bad luck, hence I wrote in note that remaining b…
    juzer053 104 views 2 comments Most recent by Rahim May 18, 2018 2:12PM
  • How do I create a sales order that I can invoice and print packing slips from? It's important to have a sales orderas it isoften fulfilled over multiple releases which requires multiple packing slips and invoices for the one customer purchase order.
    steve.smith 486 views 9 comments Most recent by Natasha_01_Pentz May 15, 2018 7:24PM
  • Hi guys ! I have an audit and i have to print all my invoices... I know how to export one invoice at the time, but i dont find a way to export them all at once. Can you help me with that please ? Cheers
    Louis_Dmx 242 views 1 comment Most recent by ItsJenna May 15, 2018 3:18PM
  • Hi, Could you let me know if it's possible to upload a list of products in an excel file into Wave?
    Imran 12 views 1 comment Most recent by Finn_Kingsland May 14, 2018 7:34PM
  • Wave does not seem to appreciate that not all customers have email addresses. It is therefore still necessary to print these documents. There doesn't seem to be an option to print statements. The invoice print generates two pages even though the bulk of the first page and all the second page is blank.
    RitaAbogaa 2.2K views 32 comments Most recent by Samd May 14, 2018 3:07PM
  • How do I issue auto invoice to customer in wix website as I already have wix and I do not know how to use waveapp in wix website
    silvertenchu 51 views 1 comment Most recent by Alexia May 11, 2018 3:42PM
  • Hi, Anyone know how can i hide or move to a different folder or page, an overdue invoice from the Invoices page? Regards, Ramiro
    ramiro 106 views 5 comments Most recent by Alexia May 10, 2018 2:34PM
  • 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 230 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 73 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 69 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 4 views 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 156 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 45 views 5 comments Most recent by Finn_Kingsland May 7, 2018 5:29PM