Sales & Invoicing

Discussion List

  • Forgive me, I am not an accountant. How do I deal with Over Payments of Invoices. I have a regular customer that likes to pay when she has extra cash. So sometimes pays a little extra. I have tried two different methods of accounting for this: A - Record the over payment as one payment against the invoice. The Customer Statement works well and gi…
    jamesT 340 views 5 comments Most recent by altros March 23, 2018 12:38PM
  • There is a refund notation available for credits but not one for paying a refund to a cestomer who has paid twice in error Any idea on how to handle without just deleting it all
    Mark Swords 59 views 3 comments Most recent by lylavuono March 22, 2018 6:25PM
  • Hi recently i found that the estimates are disappeared from the screen the menu is still exist but when click on it no data appears, even when i created a new one the new Estimate form also doesn't appear
    alihassan 4 views 1 comment Most recent by Alexia March 22, 2018 4:02PM
  • How to Clone or Duplicate Estimate? I have already created Estimate so i want to just clone and change the customer name with existing details.
    ayfaizal Closed 320 views 3 comments Most recent by Alexia March 21, 2018 6:00PM
  • Just wondering if there's a feature on Wave where once I've paid my bill to a vendor that I can generate some sort of payment advice or receipt to give to the vendor to say that I've made the payment?
    Wenndy 14 views 1 comment Most recent by Alexia March 21, 2018 5:56PM
  • Sales Tax Report I have been having problems with the Sales Tax Report system. Whenever I encode Purchases that includes taxes the Sales Tax Report doesn't show these details. Please, I need help with this. Is this just a bug or there is something that I am missing?
    FD Assistant3 297 views 7 comments Most recent by Alexia March 19, 2018 8:35PM
  • Hi I would like to update the invoice number default - how do i go about that. Currently mine is still set on "2017_xxx" I would like to change it to ROGUE_number (Image)
    Ilze 81 views 1 comment Most recent by Petra_B March 15, 2018 3:23PM
  • Hi, I searched before posting but wasn't able to find the answer. I would like to add another payment method to the existing list but I can't seem to find out out to do it: Referring to step 3 on the invoice. Clicking on the "Record a Payment" button brings up a pop-up and under Payment Method I would like a new option. Can anybody hel…
    gjces 457 views 3 comments Most recent by Alexia March 15, 2018 1:17PM
  • For some reason, i cant seem to find/ view certain invoice numbers.
    laruge 21 views 5 comments Most recent by Alexia March 15, 2018 1:06PM
  • i maked invoce and estimates all but not found company email, all other details like adress phone website all okey, but not found email id the form please help me
    infofixksa 43 views 2 comments Most recent by Petra_B March 14, 2018 3:11PM
  • Hi, Is there any way I can hide the total amount for the estimates? I provide print & production services. i.e customer has the option of producing 1000pcs of a paper bag of size (a) or 1000pcs of bag size (b), they differ in prices but the customer will only choose one of the options. I don't want to scare off the customers by looking at th…
    Itzhar 16 views 1 comment Most recent by Alexia March 13, 2018 6:01PM
  • I am unable to delete customers who has recurring invoices. Even after deleting all the invoices attached to them, I still cannot delete them. Any help is appreciated
    Dundee503 28 views 1 comment Most recent by Alexia March 12, 2018 7:24PM
  • I mean I know I can create a journal entry and move the excess payment out of sales and into a refund expense account. But does the excess value actually go into sales in the first place? And how do I reflect that this excess amount has been deducted from the customers total payments to the company. I think a graphical view of this would make it…
    AndréKoch 543 views 1 comment Most recent by Petra_B March 12, 2018 3:52PM
  • Hi, i am unable to add tax column on my quotation, so the amount of invoice didn't tally with the quotation that provided to client. We have to use another quotation software, is it possible to do it on quotation? Thanks.
    RachelPhoa 40 views 1 comment Most recent by Alexia March 9, 2018 9:46PM
  • Having challenges with processing my credit card payment need assistance Andrea
    SHILOH 22 views 1 comment Most recent by Alexia March 9, 2018 8:03PM
  • Hi, I am a sole proprietor running a online and offline business in Malaysia. I do offline marketing collateral service and also selling digital goods such as ebooks, templates, and etc. I need to set up the account using WAVE. I have no problem on my local business but I am lost in setting up the online business part. My online flow is as below…
    Hugo 36 views 1 comment Most recent by Alexia March 9, 2018 5:16PM
  • Hi. I'm asking these questions to determine how similar Payments By Wave is to Stripe. I'd like to receive payments from clients in Trinidad. They're paying me in TTD (Trinidadian dollars). Both my business and bank account are American. In particular, does it accept TTD (Trinidad and Tobago Dollar)? If so, can I present prices in TTD and sett…
    NewMember 4 views 1 comment Most recent by Alexia March 9, 2018 2:55PM
  • If I disconnect a card or acct link will it delete all the receipt pics associated with it.
    Kumacokazumillc1_ 14 views 1 comment Most recent by Alexia March 7, 2018 9:18PM
  • Dear sir/madam we adding two times products list in purchase and sales..in purchase is ok but when we making sales bill it product list should be appear in sales also that time we could able to edit the price,this make time safe and easy or any other solutions bcoz its taking too much time to create on sales and purchase bill
    zainoffice 5 views 1 comment Most recent by Alexia March 7, 2018 7:27PM
  • Hi, I used to see my customer's companyname appear in email sent out by wavepapps to a recipient who is suppose to receive the invoice in email It is something like Invoice #number For #comoany name follow by the link to view invoice online. With this, we are able to know which company is the invoice suppose to reach via email if allow "se…
    ycpang 4 views 1 comment Most recent by Alexia March 7, 2018 6:19PM
  • Hello, they just changed the laws here in UAE and we now have tax. So I need to change the name of my invoices to Tax invoices. I went into settings where I can change the title but it is not showing/ changing. Help please?
    Randael 27 views 1 comment Most recent by Alexia March 7, 2018 5:23PM
  • Because I am self-employed rather than an incorporated business I tend to pay my credit card with my personal bank account that is not connected to WaveApps. The credit card is a personal one but only used for business transactions. When I pay my credit card, the transaction shows in my 'transactions' as a positive, although it is not income. Due…
    Jambo 21 views 1 comment Most recent by Alexia March 7, 2018 4:34PM
  • Im trying this new app out and when i take a picture of the receipt i have to manually add the details. My 2 questions are: 1. Does the app scan the receipts automatically or do I always need to manually add the details. 2. There is only two payment methods when filling out the details of a receipt. Cash and loan. How do I add credit card?
    RichardMannah1 324 views 2 comments Most recent by Alexia March 7, 2018 4:18PM
  • Outlook no send option on my iPad Pro
    Emilys 7 views 1 comment Most recent by Alexia March 6, 2018 9:41PM
  • Hi, I'm working with companies like Ubereats which sell your product, collect the money and pay your sales less their commissions. So if i sell for $10,000, i will receive a payment of $8,000 for example. So i will create an invoice for $10,000, a bill for $2,000. How can I "pay" the invoice partially with the amount received, partial…
    MarcK 32 views 1 comment Most recent by Alexia March 6, 2018 4:41PM
  • Hi there, I'm new and recently received a payment from my client via MasterCard... the Payout section states that after Wave's cut was taken, the payout was made - however, it's been more than 2 business days and I don't see the payment in my current account. What's happening?
    figgs 115 views 1 comment Most recent by Alexia March 6, 2018 4:27PM
  • 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 281 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 15 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