Sales & Invoicing

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  • I have a tax-exempt customer who believes she was charged sales tax on her last payment to me. The invoice, sales tax report, and payment details all show she was not charged sales tax, nor did I receive any sales tax. However, she has provided me with a transaction detail showing that sales tax was charged to her credit card for payment of this p…
    Lettie30 17 views 1 comment Most recent by Ryan_W February 11, 2019 11:49PM
  • Hello Basically I want to record expenses of let's say a yearly hosting plan I bought which I can deduct from my tax as busieness related expense. In waveapps I create a Bill but with the bill I want to attach a PDF invoice from the hosting company, if a tax Audit happens I will provide the original invoice PDF and other related files, would…
    idealdesigns 25 views 2 comments Most recent by Quickbooks February 11, 2019 10:21PM
  • When payments are received, up to this point we haven't been consistent in sending receipts. Is there a way to tell whether a receipt has already been sent? Thank you!
    HandymanHeadlee 20 views 3 comments Most recent by fido February 11, 2019 10:10AM
  • I'm new here, I created invoice 1 for customer "A" then invoice 1 again for customer "B" but the app on my iPhone said that invoice number 1 is already taken how do I get around this problem(all customers must start at invoice 1, right?) regards Neville
    nmorete 16 views 1 comment Most recent by sabriel February 10, 2019 8:10PM
  • Hi, I've been searching but cannot find anything on this topic. I have linked my bank account and paypal, which have imported all the transactions correctly. I have also created my first invoice. which is showing as "unpaid" How then do I allocate an imported transaction as the payments for an invoice? All I can see is to make a new manual p…
    graememoo2 361 views 7 comments Most recent by Samd February 6, 2019 6:23PM
  • As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?
    jason1234 1.9K views 61 comments Most recent by SGK February 5, 2019 5:22PM
  • When I am logged into Wave on my computer, every estimate I have created for my husband's business is gone. When I log in on my husband's computer, they are all there. Has anyone else had this issue? How did you resolve it?
    CGuetre 7 views 0 comments Started by CGuetre February 5, 2019 3:51PM
  • For example if you needed to do a fundraiser.. can you set something up in wave so a person can order and pay online
    cherries20_80 7 views 0 comments Started by cherries20_80 February 2, 2019 8:20PM
  • i invoiced a client with USD currency and i am trying to give the option that he should pay by card but im getting the following messages! Credit card payments are turned off because the currency of this invoice (USD) does not match your business currency (GBP). Credit card payments can be enabled only for invoices created in GBP. i spoke t…
    Inyweb 21 views 1 comment Most recent by JamieD February 1, 2019 4:12PM
  • At our small business from home we are selling products directly without invoices. And customers pay on cash. Can we just record a cash payment without generating an invoice?
    a_n_almutawaa 39 views 3 comments Most recent by whistlingdixy February 1, 2019 8:00AM
  • MODMOD
    Having a problem with the way recuring invoices generates the invoice numbers - is there a way to set this as at the moment it seems to be auto generating all of my auto invoices with the same number/words and adding a 1/2/3 to the end - BUTit also includes all my clients initials as this is how I set up my manual invoices. ie. 12345 _ABC So o…
    MOD 10 views 0 comments Started by MOD January 31, 2019 8:39PM
  • One of my products will not calculate the sales tax on the estimate (quote), but when I convert the estimate to invoice, it does calculate and increase the total to what it should have been without the error. This means that all my quotes with this item on it are incorrect. I have tried to remove and add the item and sales tax on its own, but t…
    Hein1 6 views 0 comments Started by Hein1 January 31, 2019 1:41PM
  • I am fairly new to wave and running a small photography business. I want to be able to do a promo where clients get a discounted photoshoot if they prepay before a certain date and then they can book the shoot (service) at a later date. I need to know how to account for the “prepayment” from the customer.
    Photosbychrisygk 19 views 4 comments Most recent by Mikeg January 31, 2019 3:52AM
  • I can’t change my logo on my invoice page. Has anyone else had this problem?
    CreativePartyFavors1 19 views 2 comments Most recent by JamieD January 30, 2019 10:49PM
  • I would like to cancel an invoice and create a refund, but not sure how to do that. This is how I created the invoice: * Estimate Created * Estimated Converted to Invoice * Customer paid by Wire Transfer * Recorded a payment Now need to refund $19,700 out of $19,900; (payment was not processed by Wave) Please explain steps, how shoul…
    MikeLE 40 views 8 comments Most recent by Rahim January 30, 2019 7:22PM
  • Every time a Wave invoice is paid, it defaults to "Cash on Hand." It should go into a bank account, and the process to edit these is strange (can't edit from transactions view—have to go into each invoice and edit it). Is there a way to change what this defaults to? Thanks!
    toddcav 18 views 0 comments Started by toddcav January 30, 2019 3:52PM
  • Hello everyone, how can I Recurring Invoices, I do not see the option
    frankuiroga 262 views 7 comments Most recent by ThomasDaly January 30, 2019 3:03PM
  • I've 2 businesses servicing the same customers. Does anyone know if there is a way of avoiding a double workload? Can I just import from one company to the other? So far I can't seem to find a way.
    birdie 4 views 0 comments Started by birdie January 29, 2019 10:22PM
  • Is there a way to apply a payment to multiple invoices? Some of our customers aren't required to pay day of and if they get another invoice before they pay then we just get the one payment to cover multiple invoices. The Customer Statement shows the correct balance but previous invoices are still marked unpaid and the details on the Customer State…
    LSalke 38 views 4 comments Most recent by schexnailder January 29, 2019 9:52PM
  • JinJin
    Why does our dashboard record all of the invoices rather than the money actually collected? For example, if an invoice is sent out on Jan 1 for $200 and $100 is received on Jan 5 and the balance is paid on Feb 1, how is the money recorded?
    Jin 11 views 0 comments Started by Jin January 29, 2019 4:50PM
  • Please someone explain how I can create an invoice to have the 20% CIS TAX deducted from the Labour TOTAL rather than 20% being added
    zekeb007 10 views 0 comments Started by zekeb007 January 29, 2019 3:41PM
  • Hi All. Anyone had issue with account payable? When I am creating new bill and adding new item into it, I can not categorised that as account payable, simply because in the drop-down menu does not exist All what I can do is just to select from expense category. For previous entry no issue, account payable is there. Same thing happening, when I…
    Andriy 18 views 6 comments Most recent by JamieD January 28, 2019 4:36PM
  • NurNur
    Hi. I have a few customers with multiple delivery locations (i.e their branch or stores). But billing, statement and payment is made to ONE customer and billing address only. How do I create these customer's account in Wave? If I were to create a statement for this customer, it should appear as one account with multiple invoices from multiple del…
    Nur 9 views 0 comments Started by Nur January 28, 2019 4:46AM
  • Thanks so much for providing a great product and service. Being a carpenter I deal with many different products and services and prices often need to changed based on current material costs. I would like to suggest a few features that make this area of Wave much less time consuming and much more user friendly. Making items searchable from the P…
    Brendan 26 views 0 comments Started by Brendan January 27, 2019 10:02PM
  • Good Morning Community, Please could you assist... Is there any way in which one can export a customer statement into PDF format? I have had a few corporate clients who have requested their statement as a pdf. I have tried to 'print to pdf' using the Nitro PDF creator software on my PC, but the attached is how it looks, and I cannot send…
    Lisa_7206 102 views 12 comments Most recent by Gary_F January 26, 2019 5:09PM
  • TPATPA
    Morning, we have been using Wave seamlessly without too much of a hassle. Please can someone advise us, whats next once a refund has been issued. Example 1. We invoice the client for $10. They will pay us $1/month over 10 months. 2. Client pays $1 monthly for 5 months ($5) 3. Client cancels in month 6. We retain $1 as a cancellation fee …
    TPA 32 views 3 comments Most recent by TPA January 25, 2019 8:33PM
  • I'm curious how others are managing receipts for payments? I get monthly payments for a service retainer and a majority of them are the same amount. On the first of each month a recurring invoice goes out to multiple clients for the same amount. Clients pay at different times and it takes various times to process and reach my account. I don't want…
    incloud 25 views 1 comment Most recent by Ryan_W January 25, 2019 7:34PM
  • ElyEly
    i'm able to chose the currency i want when i create a new invoice, but when i do i direct check out link, there's no option to choose the currency . any help , thank you ..
    Ely 9 views 0 comments Started by Ely January 25, 2019 4:06PM
  • I have a customer that elected to pay an invoice with BANK PAYMENT rather than credit card through wave payments. His bank called him because WAVE FINANCIAL kept trying to access his account AFTER the payment has already been withdrawn. Because of the suspicious activity on his account his debit card was cancelled. After chatting with WAVE Supp…
    jacquiek 15 views 0 comments Started by jacquiek January 24, 2019 11:57PM