Sales & Invoicing

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  • Is there a way I can allocate a customer payment without allocating it to specific invoices?
    Mich 15 views 1 comment Most recent by ckeen_1244 June 26, 2019 7:21PM
  • Whenever I enter payments and transactions, the default "Payment Account" is the cash on hand account, which I very rarely use, so I have to manually select my bank account every time (and sometimes forget to do, which causes confusion and later editing). Is there a way to change the default "Payment account" selection to a bank account?
    naggs 55 views 4 comments Most recent by atshannon1 June 26, 2019 7:13PM
  • Current date format is month/day/year. How can I change to day/month/year ?
    StevenChen 33 views 5 comments Most recent by System June 26, 2019 6:54PM
  • We package items for sale. How do i assemble these items in Wave so that we can see cost of assembled product?
    Bioblend 11 views 1 comment Most recent by ckeen_1244 June 26, 2019 6:51PM
  • Is there a way for a Wave user to send an invoice to another Wave user? I currently get invoices from my freelancers via email. Would be great if they appear in my Wave account as owing, under Bills.
    Trinibajan 8 views 1 comment Most recent by alexlewiszarkos June 26, 2019 3:45PM
  • Hi I installed Waveconnect Google sheets addon as per instructions. Gave permission and connected it. I can download invoices ok. After doing prepare sheets, I tried the upload invoice feature using google sheets with required columns for just one invoice with the required data. After validating it goes green (no errors). But in step 3, once y…
    Roch 15 views 4 comments Most recent by PaulC June 26, 2019 2:28PM
  • Is there a way to attach a photo to the invoice? I have an art gallery and would like to attach in the description a picture of each artwork. Thank you
    Azel 26 views 4 comments Most recent by chuckg June 25, 2019 3:26PM
  • Hello: I need some assistance. I am trying to create an invoice from a client that requires GST on a specific line item e.g. service provided. I want to avoid charging the client for GST on mileage. I have added the GST only on the service provided however upon totaling the final invoice it appears to have added GST to the mileage amount as well…
    em3k4 11 views 1 comment Most recent by JordanFromWave June 24, 2019 3:19PM
  • i have a company with many divisions, which I invoice for different work. however i need to send a combined statement to head office, how do i do that?.
    Alli 6 views 1 comment Most recent by JamieD June 21, 2019 6:24PM
  • Hi All, Since it is not possible to take credit card payments in any currency other than the default, I would like to know how other businesses are getting around this. I am in the UK and would like to invoice in Euros... which I can through Wave, but cannot collect credit card payments in EUR. Instead, I am having to raise an invoice throug…
    Arvi 14 views 5 comments Most recent by JordanFromWave June 21, 2019 6:13PM
  • Where on the customer profile can I add the value added tax number on the invoices and statements
    Alli 8 views 1 comment Most recent by JamieD June 21, 2019 4:40PM
  • A little while ago I received a notification from Wave stated they were going to introduce a system where deposits could be allowed and manage whilst invoicing. There has been no action on this and I wonder if we have been told that to "keep us quiet" as several Wave users were threatening to leave and use another system. Is there any genuine ne…
    Hawp 12 views 1 comment Most recent by Samd June 21, 2019 4:39PM
  • RokRok
    Does anyone know how to look at quotes on the phone app
    Rok 25 views 3 comments Most recent by JamieD June 21, 2019 3:18PM
  • How my custome pay me on my sent invoice
    Raghav 13 views 1 comment Most recent by JamieD June 21, 2019 3:12PM
  • How do I enter the shipping cost in invoice for the item i sell and it is charged to the buyer, what account should I make for that?
    milzamsz 659 views 7 comments Most recent by JordanFromWave June 20, 2019 7:33PM
  • a client is endeavouring to make a credit card payment and keeps getting the error message for the past hour An unexpected error occured. Try again in a few minutes. The card is fine,
    spiz 279 views 24 comments Most recent by JamieD June 20, 2019 5:26PM
  • Hi everyone, I am having hard time merging invoice recipe with bank payment what's the quickest way and how to do it. thank you Giovanni
    gIovanniginocchio 31 views 6 comments Most recent by alexlewiszarkos June 18, 2019 7:51PM
  • While sending an invoice I noticed there is an option to send with Outlook, Gmail or Yahoo, but trying to send using Outlook just takes me to the login for Office 365. Even after logging into my Office 365 account I can't send using Outlook, what settings do I need to change for this to work?
    sdelvecchio 27 views 7 comments Most recent by JordanFromWave June 18, 2019 7:06PM
  • Lisa Beavers 457 views 3 comments Most recent by JamieD June 17, 2019 9:34PM
  • After generating my income statement I realized that some services were assigned to incorrect income categories. I've updated the service details to correct the category but it seems to only apply going forward. Is there a way to get the income statement to update to the correct categories?
    alexsacha 17 views 1 comment Most recent by JamieD June 15, 2019 2:05PM
  • Having a problem in receiving a credit card payment. Client says there is a error message popping up when ever they try to do the payment thru the credit card.
    starcleaning 10 views 1 comment Most recent by JamieD June 15, 2019 1:56PM
  • A client paid an invoice online. How do I get my money now? I see an option for "Pay Out Now." Do I have to sign up for that, or will the money transfer like it used to?
    frodojrr 14 views 1 comment Most recent by JamieD June 15, 2019 1:38PM
  • I use Paypal for in person credit card processing. is there a way to allow my Paypal Here account to process credit card payments on my Wave Invoices?
    HuskyLogic 20 views 1 comment Most recent by JamieD June 15, 2019 1:32PM
  • I have 2 email address linked to my account. Currently when you click to send invoices through wave it gives you an option of what email address you want to send it from. How can I do that with Estimates?
    Brandalynlucas 14 views 2 comments Most recent by tjohns20 June 13, 2019 8:32PM
  • Hi - I invoice for services and that will include some expenses from time to time. I've captured receipts using the mobile app, and I've approved them under Receipts. How can I now add these to an Invoice? Or do I have to do this manually? Thanks!
    shakey 695 views 15 comments Most recent by Barsin June 12, 2019 8:05PM
  • Hello, I'm trying to figure out how to account for some currency exchange and transaction fees. Here's the situation: * Wave account is in CAD (I'm a Canadian tax resident) * Invoices are primarily issued in USD * My business expenses are in both CAD and USD Given the situation where: * I issue an invoice for 5000 USD * Custome…
    LauS 35 views 1 comment Most recent by JordanFromWave June 12, 2019 7:39PM
  • Hi guys, I am having some issues activating credit card payments, getting the error pictured. Any fixes or suggestions?
    welcometothepoddy 10 views 1 comment Most recent by Barsin June 12, 2019 6:59PM
  • I am a business in Canada and I receive my invoices in USD, would it convert to Canadian if I use the Wave Payments Option?
    Pools 7 views 0 comments Started by Pools June 12, 2019 7:23AM
  • Hi, I've been trying out to add my bank details on my invoice but I can't seem to find it.
    arnievlz 27 views 1 comment Most recent by Zoe_caff June 10, 2019 6:50PM
  • all our sales are done with cash. How do we record daily cash sales in wave?
    Coba 22 views 1 comment Most recent by Mikeg June 10, 2019 10:31AM