Sales & Invoicing

Discussion List

  • AmyAmy
    I have generated an invoice for my customer and he has paid up. How do i generate a receipt (same formatting as Invoice but document with title “Receipt”) for him as proof of payment?
    Amy 437 views 1 comment Most recent by Charlotte January 16, 2018 10:55PM
  • Dear All Can anyone help me with defining a fixed amount tax (not in percentage) Exemple Price : 100 $ Tax : 12 $ ==> this tax is fixed for all invoice (12 $) Total : 112 $
    contact 19 views 1 comment Most recent by Charlotte January 10, 2018 10:30PM
  • Dear Sir/Mam i recently started using the waveapps in that i am unable to see the payments below sales, if i receive partial payment how do i see the pending payment or how do i update these kind in waveapps, how to delete the recurring invoices
    prakash 216 views 1 comment Most recent by Charlotte January 10, 2018 9:43PM
  • In the case where some invoices are for time (days and rate) and some are for products (price and quantity), it is useful to be able to edit the column headings of invoices from the defaults I have set. However this does not appear to be possible for estimates, Does anyone know a way to do this/can this feature please be implemented Wave.
    Rory Lucas Closed 14 views 3 comments Most recent by Ellie_Writes_Things January 8, 2018 3:54AM
  • On creating an estimate, the title says "Bill To" just above the recipients details. At this time it is just a Quote/Estimate and the term can be misleading. Can this be modified?
    Anand Panangipally 23 views 1 comment Most recent by Charlotte January 3, 2018 10:21PM
  • Is there a way to pause recurring invoices? We have customers currently on a weekly recurring payment via Paypal and when they are going to be out of town we can suspend the payment until they are back. Is there a way do to this in Wave's recurring invoices? So far the only option I've found is to end the recurring invoice and then re-enter the …
    Steve Myers 72 views 2 comments Most recent by Charlotte January 2, 2018 6:15AM
  • I think there should be a way to register non paid invoices which never won't be paid so they are out of the list definitely. Is there a way that I cannot find? How do you do it in this case? Many thanks!
    Wordsellery 147 views 3 comments Most recent by Charlotte January 2, 2018 1:01AM
  • Clickable external link within invoice footercan help us redirecting buyer to pay using multiple payment options we offer. Sometimes that link is invoice specific too, for example, a PayPal money request link. Is there aanoption to do so?
    Rocky Feet Closed 55 views 1 comment Most recent by Charlotte December 30, 2017 5:12PM
  • Hi. Since repeated questions to Wave support have not satisfied my questions as to how to properly manage these transactions I'm hoping there is a genius out there who could spare some time and advise how I can fix this mess I've got. So there are basically a few scenarios I need help with. All have commonalities in that my PayPal account is lin…
    David Gilbert 113 views 1 comment Most recent by Dante_Bulluck December 30, 2017 2:43AM
  • Hi, Can anyone tell me where I can put the email address of my business so that it is shown on an invoice? Best regards, Peter
    Peter Voigt Knudsen Closed 177 views 3 comments Most recent by Kevin Koch December 27, 2017 8:45PM
  • Clients often pay partial invoices, so I issue partial payments...I want to recategorize the partial invoice payments on the transactions page for accounting purposes but am unable to do this..I also cannot find a way to change the category from Invoice Payments..changing the account has not helped. How can I recategorize Invoice payments on the t…
    Adam Horowitz Closed 20 views 1 comment Most recent by Felix Olivar December 26, 2017 9:07PM
  • Hello, I was trying to change the language of some items on the invoice. On this posthttps://support.waveapps.com/hc/en-us/articles/115005571103 it says that 'Report language can be more easily customized by exporting out of Wave (e.g. into Excel or Google Sheets).'Now, I've exported an Excel file from the 'Data Export' menu under 'Other' but, af…
    CÌ©sar Toribio Closed 25 views 1 comment Most recent by Charlotte December 24, 2017 9:06PM
  • I canÛªt find out how to do this. Anyone know?
    precisiontranscriptproofreading 6 views 1 comment Most recent by Charlotte December 24, 2017 8:54PM
  • I had a customer who could not make a bank payment with the invoice sent but provided me with the details. Can I make a bank payment for them from my end?
    Austin Roper 22 views 1 comment Most recent by Charlotte December 20, 2017 10:23PM
  • I am trying to generate an expenses reimbursement request from all of the receipts I have uploaded (ie. I want a simple spreadsheet with each receipt as a line item, with a total at the bottom). Is this possible to do, or have I been wasting my time with Wave?
    vstepps 20 views 1 comment Most recent by Charlotte December 20, 2017 10:22PM
  • Ihave a customer who's statement shows they had a $2,040 credit as their starting balance. It should have been $0. I inherited this program from a former employee and there are no records in it prior to Jan 1. Is there a way to change that balance to $0 so that the customer knows he owes us?
    virginiagarden 3 views 1 comment Most recent by Charlotte December 20, 2017 10:07PM
  • I would love to be able to print a list of recurring invoices to compare with my database of customers. I'm currently doing screen prints and pasting into Word then printing so I can go back to the database and compare. I'd also love to be able tohave another option on the Show On Page for 100 items. Can the programmers perhaps put this on their l…
    Judith Jones 3 views 1 comment Most recent by Charlotte December 18, 2017 9:32PM
  • items buying and selling prices is different. I buy the product from wholesaler and resell at a profit.. obviously... so how do i do it . when i do a purchase order or invoive the price is the same...
    jimpro 16 views 1 comment Most recent by MicroE December 18, 2017 5:30PM
  • Lisa Beavers 359 views 1 comment Most recent by Charlotte December 15, 2017 2:28PM
  • I followed Katie's advice to link a payment from a checking account to a credit card, but matching transactions don't show up for me - just a list of accounts. If I choose an account I get a duplicate deposit transactions. https://support.waveapps.com/hc/en-us/articles/208621616-How-to-create-a-transfer-between-two-accounts-e-g-categorize-a-c…
    Mai Lyn Johnson 152 views 1 comment Most recent by James_Hudson December 14, 2017 8:28PM
  • I entered tax information for a vendor and there was a typo error. So when I click on it, it's pulling this up. How can I delete this tax information with the typo so it does not keep pulling this up? Thanks,
    Florence Lim 12 views 1 comment Most recent by Charlotte December 14, 2017 3:03AM
  • A client has a credit on a previous invoice. Is there a setting to forward the credit automatically to the next invoice?
    VALERIA Vincent 21 views 1 comment Most recent by Charlotte December 14, 2017 2:28AM
  • How are folks putting the VAT number (and their client's VAT number) onto invoices in South Africa?
    Gavin Hill 161 views 2 comments Most recent by veronica December 7, 2017 12:19PM
  • I want to export customer statements for the end of the year, but nothing is showing up. Do the payments have to be associated with an invoice for them to show up on customer statements? If so, can this be changed? I just want to see the all the payments that customers have made regardless of invoices.
    Jonathan Klee 7 views 1 comment Most recent by Charlotte December 1, 2017 7:03PM
  • Good day, Is it possible to allocate one payment to more than one invoice on Wave?
    Nadia Botha 3 views 1 comment Most recent by Kimpton December 1, 2017 4:17PM
  • Hello, I am wondering what is the best way to include past due amounts in a new invoice. I send my client monthly invoices and they did not pay the full amount last month. If I create a new invoice with the full total (including the past due amount itemized) that past due amount islisted twice as unpaid. If I don't include that in the total my…
    rachael 7 views 1 comment Most recent by Kimpton December 1, 2017 3:40PM
  • Is there a way to use invoice numbers more than once? I would like to be able to have Invoice number 1,2,3 etc for each of my clients but right now it only lets me use those numbers once, regardless who the client is.
    rachael 14 views 1 comment Most recent by Kimpton December 1, 2017 3:36PM
  • With Wave am I able to print out a balance sheet for a customer who has made monthly payments, and perhaps has missed some payments, etc.? Joseph
    joseph 23 views 1 comment Most recent by Elliot Newham November 30, 2017 10:20PM
  • Hi there , wave invoicing had been working fine up until a week or two ago , when I sent an invoice IÛªd always highlight send a copy to myself , for some reason it isnÛªt working anymore and I havenÛªt changed any settings
    dtelectrical Closed 8 views 1 comment Most recent by Charlotte November 23, 2017 1:13AM
  • My Business is in US and I would like to know how long it will take to get my money into my bank account.
    paul 20 views 1 comment Most recent by Charlotte November 7, 2017 10:32PM