Sales & Invoicing

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  • So I cannot find a way to fix this. It somehow happened because I wasn't sure how to split transactions at first, so I made the full payment of $2130 go to one invoice (the $1320 one I think). Once I realised this was the incorrect way of doing this I deleted the payment (I'm not exactly sure of my steps). Anyway, now the invoice is showing as …
    majohnboy 251 views 6 comments Most recent by Alexia March 5, 2018 7:04PM
  • We have just signed up for Wave payments. Is there any restriction of first transaction size while accepting payments through credit card from our customers?
    ShivAugentia 14 views 1 comment Most recent by Alexia March 2, 2018 6:45PM
  • We have just signed up for Wave payments. When we accept payments, will there be a minimum amount retained in the merchant account? Or the full amount will get transferred to the bank.
    ShivAugentia 5 views 1 comment Most recent by Alexia March 2, 2018 6:38PM
  • How do i Delete a recurring invoice and or edit the customer name once i have saved it
    Ursula 13 views 1 comment Most recent by Alexia March 2, 2018 6:29PM
  • How do I take a deposit from my Shopify website that breaks out as follows and input correctly in wave: Gross sale was $32.98 in that sale $2.03 was sales tax merchandise sale was $25.00 shipping was $5.95 Merchant fee taken from the $32.98 was $1.26 Leaving me with actual deposit into bank $31.72 and what gets pulled over from my ba…
    Foreste1 55 views 1 comment Most recent by Alexia March 1, 2018 9:51PM
  • Is there a way to save multiple email addresses for a customer. It does not allow me to separate the emails by a (;) when saving
    Yelena 84 views 1 comment Most recent by Alexia March 1, 2018 9:28PM
  • Is it possible to search for a customer using the contact name as well?
    Yelena 41 views 1 comment Most recent by Alexia March 1, 2018 9:23PM
  • Hi, i am new at accounting. and just for few days use WAVE. it's awesome, i have a question that i dont understand, so i have product price 2300$. the actual price is 2000$. my question is how to set the actual price? should i enable this product in "SELL & BUY"? so when some one order it then i just create invoice 2300$ and Bill 2000$? th…
    awan 3 views 1 comment Most recent by Alexia February 28, 2018 9:10PM
  • Does anyone knows how to add a discount in the invoice in Wave apps? I know how to do it in the computer, but in the Wave apps, when I click on the price, only the number pad shows up, and there is no way to add the negative "-" sign!
    Petmarthk 1.1K views 1 comment Most recent by Alexia February 27, 2018 4:17PM
  • I might be overlooking something, but I need some help/advice on how to setup a follow-up invoice. In month 1 of using Wave Invoice, I successfully sent out Invoices to all my customers. However, now in month 2, I'm struggling to build on the 1st Invoice sent. For instance, in month 1, Client 1 received his Invoice for an outstanding total …
    Stevo 20 views 1 comment Most recent by Alexia February 27, 2018 4:01PM
  • Hello I have a problem with invoice creation page, it does not add Contact information like Phone and website! It just does not save, I tried for hours
    idealdesigns 18 views 1 comment Most recent by Alexia February 27, 2018 3:50PM
  • NPDNPD
    Hi, I have a client who has asked to pay off an invoice over 3 months. The invoice is valued at 15,000 and he would like to pay 5,000 per month. He has asked me to invoice him for this month. Is there anyway to amend the Amount Due to only reflect the 5,000 due for this month and to deduct from the Total of 15,000, or do I need to basically dup…
    NPD 4 views 1 comment Most recent by UHRP3 February 26, 2018 12:06PM
  • adeade
    Hello, I am new at wave, found it very amazing site. i had few problems when i was adding all entries. that i cannot add new columns to invoices. I want to show check # in invoices which is not showing. i want to show note or memo in invoices. Please help.
    ade 207 views 1 comment Most recent by UHRP3 February 26, 2018 11:56AM
  • k2ok2o
    When my customer pays an invoice issued by Wave they are able to successfully make that payment using their credit card. I then receive that payment minus the fee. Great. But then my client asked me why on their credit card statement shows not my company name or service sold etc. BUT IT SHOWS ANOTHER ONE OF MY CLIENTS WEBSITE DOMAIN NAMES! I…
    k2o 335 views 1 comment Most recent by Alexia February 21, 2018 4:29PM
  • The system has skipped an invoice number. I have looked in drafts, transactions and invoices, and a number does not exist on the system. What has happened? Can anyone help?
    Gina 8 views 1 comment Most recent by Alexia February 21, 2018 4:06PM
  • Hi, is there a short-cut to create invoices for say 100 customers? Or do I have to do the invoicing one by one? The invoices are exactly the same, except for the name of each customer.
    Elmari 5 views 1 comment Most recent by Alexia February 21, 2018 3:53PM
  • Hi, My customers would like me to include the dates of work and the amount of time worked on each date rather than a specific product/service on each invoice. Is there a way to do this without having to create a new product/service object for each date? Thanks
    Nalauder 55 views 1 comment Most recent by Alexia February 21, 2018 3:51PM
  • Hi there, Did anyone know how to add an extra field in the invoice? For example, the shipping cost or the bank transfer fee or credit? Also where to add the bank details? Thank you very much.
    ShinLiu 30 views 1 comment Most recent by Alexia February 21, 2018 2:58PM
  • Customer used-to not pay the paisa(decimal) part. They want to deduct the same from Invoice. Please advice how to add the round-off part in Invoice.
    deepakcsingh 111 views 1 comment Most recent by Alexia February 21, 2018 2:49PM
  • Greetings Please may I have some guidance, I would like to know once I have sent my estimate and the job has been accepted and the customer has paid a deposit, how do I record this and send proof of the deposit to the customer. Regards Sean
    SeanM 356 views 1 comment Most recent by Alexia February 20, 2018 7:16PM
  • My service offering includes a one-time setup that will be billed on the first invoice. What is the best way to create this? I'm thinking, create first invoice inclusive of setup fee. Then duplicate the invoice and edit to remove the setup fee and make recurring. Also, I would presume that if I use charge a card on the first invoice, the card de…
    davidpg 35 views 1 comment Most recent by Alexia February 20, 2018 7:00PM
  • LRFLRF
    I have my business linking to a credit card. The payments I make are imported into Wave. How would I categorize the payment so it does not confuse thinkgs or make it look like I paid for things twice.
    LRF 15 views 1 comment Most recent by Alexia February 13, 2018 9:41PM
  • Hello, I just added the app to my Wix site and I am trying to set up automatic invoices. What I mean by that is that I would like that the Store App from Wix to be connected to this invoicing app. This way, every time an order is placed on my site, the invoice is automatically generated and the information is automatically filled out. I find…
    VIVILashes 96 views 1 comment Most recent by Alexia February 13, 2018 6:38PM
  • How do I change my invoice number? My invoice number is currently 2017###, however, with the new year I would now like to change it to 2018###.
    ellamackphotos 1.3K views 4 comments Most recent by Alexia February 13, 2018 4:45PM
  • HI all, I have invoiced customer on a job and he had fully paid up the amount as invoice. Half way when the job was undergoing, customer request it to be handled over to another party and hence we have to issue credit note and to refund him money which is extra paid. What choices/ways that I can account this with wave?
    Pearlrush Services 1.6K views 2 comments Most recent by Alexia February 12, 2018 4:43PM
  • Hi Guys, I create an invoice and save it and even approve it, but do not send it, then go on to the next invoice, but when I search for the invoice I have created and saved I get a message related to filters and can't find the invoice. Is there a tutorial that I can read through to come to grips with the process
    Findit 13 views 1 comment Most recent by Alexia February 9, 2018 3:37PM
  • wondering if wave has the ability to do customer statements ?
    Daley 12 views 1 comment Most recent by Chris January 24, 2018 4:16PM
  • Hi, our client paid by check on 1/17. Chase bank said they ain't got nuthin from you? what's up with that? How much you skimming off the top for movin' my cash round? Tell me girlfriend I got bills to pay myself! Y'all all sweet 'n all up there in Canada - can we just move this money like velvet ice cream through a candy store - thanks ya - sweet …
    danapros Closed 34 views 1 comment Most recent by Charlotte January 24, 2018 2:33PM
  • Many of my customers overpay their invoices and expect the excess to be applied against their next invoice. How is the excess applied to an invoice that has not yet been generated?
    Marnie 156 views 1 comment Most recent by James_Hudson January 23, 2018 3:55PM
  • Hello, my client has been trying t pay online for several months now! How can I check to see if they even attempted to pay. And if they did, what kind of error would be keeping their payment form completing? Thanks,
    MaximumLegsFTW 14 views 1 comment Most recent by James_Hudson January 23, 2018 3:19PM