Sales & Invoicing

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  • 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 26 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 206 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 99 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 31 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 4 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 24 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 ba…
    juzer053 134 views 2 comments Most recent by Rahim May 18, 2018 2:12PM
  • 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 358 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 17 views 1 comment Most recent by Finn_Kingsland May 14, 2018 7:34PM
  • 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 81 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 156 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 when i…
    glmodern 289 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 "paymen…
    matt 128 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 90 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 10 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 of $…
    CentralOhio 198 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
  • How can I set an invoice as cancelled?
    Jaco1983 15 views 1 comment Most recent by Alexia May 7, 2018 3:34PM
  • Hello, I'm building my new retail business and trying to find out the best cloud base POS that can be integrated with WAVE I was aiming for Loyverse but it will not integrate here. Any ideas here, please?
    Shady 522 views 4 comments Most recent by Alexia May 7, 2018 3:23PM
  • I love the Stripe integration and the ability to accept credit cards, but I want to remove the credit card payment option from the Invoices we send out. I only want the option to input the credit card information from the customer directly at our office via computer. Is this possible?
    hksuzukimusic 79 views 2 comments Most recent by hksuzukimusic May 5, 2018 5:53AM
  • I just created an invoice, 7pm, MST and it shows "due yesterday". "Due on receipt" is quite enough as a means of expressing urgency, I usually send a receipt when work was done, completed, or a milestone achieved. Due yesterday sounds a bit more urgent that I'd like to, when I've just created the invoice. Maybe there's some bus…
    KaPo 58 views 1 comment Most recent by Alexia May 3, 2018 6:09PM
  • jkojko
    Hi, I am new to Wave, and run a consulting business. I want to be able to align receipts with specific clients. Does that exist? I haven't found a concept of tagging or a field to use for this. Thanks!
    jko 16 views 3 comments Most recent by Alexia May 3, 2018 5:39PM
  • Hi. We have this AFC - Association Dues account where we put all of the advance payment for association dues of our clients. When we issue invoices that has an association dues on it, what we do is apply and consume what's on the AFC - Association Dues account. Before, every time I click the "Record a payment" and choose between the opti…
    Christel 63 views 18 comments Most recent by [Deleted User] May 2, 2018 11:08PM
  • I was wondering if there is a way to add a custom payment method. Right now Cash, Bank, Cheque, Credit Card, Paypal and Other exist. Where I live we have Mobile Payments, so I wanted to add that in. Is it possible and where?
    lori_oomphbd 73 views 1 comment Most recent by Alexia May 1, 2018 3:06PM
  • This discussion was created from comments split from: Error Message- Oops! There was an issue with saving your transaction.Please try again..
    System 5 views 2 comments Most recent by Alexia April 30, 2018 7:42PM
  • I would like to create one invoice for my client that reflects 60% payment required upfront. On completion, i will send him the same invoice (ie the same invoice number) which reflects the balance payment, ie 40%, payable. How do i do this?
    JayGee 14 views 3 comments Most recent by Alexia April 26, 2018 7:22PM
  • Hi there, When I pull an invoice statement and zero in on sales I see multiple versions of the same invoice. Where is this coming from and why? !
    Sardakllc 3 views 1 comment Most recent by EnsignBellaRo April 25, 2018 3:35PM