Sales & Invoicing

 

Discussion List

  • RMPRMP
    Hi I didn't have the wave app until a second ago. But i have been using the desktop version for some time. Currently in a battle with a customer who hasn't paid for over a month and she says she didn't receive the invoices or reminders. I sent them through wave and even selected the option to send a copy of the invoice to myself. Howeve…
    RMP 24 views 1 comment Most recent by Samd March 21, 2019 5:12PM
  • Am new to this and whilst inputting customer details I need to have an opening balance as they have credit with us. How do I do this so it is clear on their statement
    nutnut 28 views 2 comments Most recent by nutnut March 20, 2019 7:51AM
  • Is it possible to split and recategorize payments in the transactions list? Most of my payments include different categories, like expenses, in addition to the income. But when I try to split or recategorize it changes the invoice status to not paid.
    zakray 41 views 7 comments Most recent by Ryan_W March 19, 2019 10:47PM
  • I have card details stored for this customer and took a manual payment - but I should have left it to do the payment automatically on the due date. I've refunded the customer via Stripe - how do I now mark the invoice as not paid so it'll take the payment on the due date?
    Patabugen 18 views 8 comments Most recent by JamieD March 19, 2019 10:21PM
  • Is it possible to rearrange items within Estimates? I see the option for Invoices but not for Estimates. It's really frustrating having to remove items and add them back just to have everything in my preferred order.
    chrisP 167 views 7 comments Most recent by JamieD March 19, 2019 9:49PM
  • 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 165 views 16 comments Most recent by Zoe_caff March 19, 2019 7:22PM
  • AmyAmy
    I have generated an invoice for my customer and he has paid up. How do i generate a receipt (same formatting as Invoice but document with title “Receipt”) for him as proof of payment?
    Amy 739 views 6 comments Most recent by Ryan_W March 18, 2019 10:47PM
  • 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 63 views 10 comments Most recent by Samd March 18, 2019 8:21PM
  • Hi, I have uploaded a couple of receipts today onto my IOS app expecting that these would stay processing for a while and then show up as usual with the name of the supplier (read through OCR) and the amount. However this did not happen today. All the receipts came in blank (no name of merchant) and the amount remained 0. The receipts have all bee…
    matcas 11 views 0 comments Started by matcas March 18, 2019 8:15PM
  • oleole
    Hi There. Ive just printed an invoice out and its so small I can't even read it. How do I make it bigger before I send to client?
    ole 12 views 1 comment Most recent by Ryan_W March 18, 2019 8:08PM
  • In my Profit and Loss Report, I have both bank transactions and invoices that are manually entered as "client- income" showing up twice, and therefore doubling my income. How do I link these when I manually mark an invoice paid so they don’t appear twice? In other words, what is the best approach to manually marking invoices paid when they are als…
    Rachellh123 11 views 1 comment Most recent by Ryan_W March 18, 2019 6:42PM
  • I receive payments for which no invoice has been raised. How do I generate a receipt for this?
    wbanz 14 views 1 comment Most recent by alexlewiszarkos March 18, 2019 6:20PM
  • Is there a way to get an email when final payment is due?
    Laurie_6425 7 views 1 comment Most recent by Zoe_caff March 18, 2019 5:12PM
  • Hi Guys, Wondering how we can integrate or merge invoice payments which we submitted as Cash on Hand to reflect E-Transfer payments which we received directly to our bank. The payments are showing as duplicates for our Sales and causing a conflict with our imported bank data. We don't want to delete the invoice or e-transfer payment and not …
    sixlabel 19 views 1 comment Most recent by Samd March 18, 2019 3:01PM
  • Hi Wave, Is there a way to let my sale agent to view& edit only his own quotation or invoice? Admin can manage all quotation and invoice. But sales agent can only manage his own quotation and invoice.
    Veeco 14 views 1 comment Most recent by Ryan_W March 15, 2019 11:43PM
  • Hi there, i have only a couple of customers that i invoice but each invoice i send to them contains the same items just with different costs attached and chronological invoice numbers for each client, How can i create templates for these, so i don't have to sit here and add 16 items in the correct order each week?
    bagger36 22 views 3 comments Most recent by JamieD March 15, 2019 4:32PM
  • I am new to wave, I am trying to putting my bank account number on the invoice but it’s proving difficult. Anyone know how to go about this please?
    Bignamba90 2K views 9 comments Most recent by ikor March 15, 2019 8:49AM
  • Can anyone tell me hue king it takes to receive payment from stripe? I’ve received two payments and it’s saying a date I will receive in my bank but it’s over a week away...
    zoesblooms 12 views 2 comments Most recent by Ryan_W March 14, 2019 11:50PM
  • I am in the service industry and I had a customer pay me $25 over what the invoice is as a tip and now it shows I owe money back. I there a feature that can be added to the invoice?
    LisaDiane 14 views 1 comment Most recent by Ryan_W March 14, 2019 11:48PM
  • So each month a few customers get an automatic recurring invoice from me. Most pay by standing order, but one likes to use a credit card to pay. Each month he clicks the checkbox that asks if he wants to save his details to enable automatic payments, but still I cannot take automatic payments from him and it's beginning to annoy him. I use Stri…
    Mr_MELT 5 views 0 comments Started by Mr_MELT March 14, 2019 8:47PM
  • New to the software. I have issued my first invoice and received payment into my bank account (which is connected to wave) I acknowledged the invoice has been paid - which has accounted the income When my bank account synced it acknowledged the deposit My income is now showing the actual deposit, and the 'paid' invoice how do i eliminat…
    Soleinput 33 views 5 comments Most recent by JamieD March 14, 2019 7:10PM
  • Not sure how to get rid of it , I dont like the recurring invoices so im just going to create new invoicebut can't find where to delete my draft recurring invoice
    noboundariesvi 18 views 1 comment Most recent by amandak March 14, 2019 6:14PM
  • Hi everyone! My question is two fold: I do many invoices per client per month and they prefer to receive a monthly statement, in stead of each invoice separately. Is there any way to send bulk statements to all my customers with invoices outstanding? (At the moment I go to each client and send a statement - it takes forever...) Then, when I r…
    Melaniedv 16 views 1 comment Most recent by JamieD March 14, 2019 4:41PM
  • I wondered if you could help me find a way to mark invoices as paid without there being an actual income written on the account? The nature of our business means that we invoice our tutors for a commission for their private tuition work. These same tutors also get paid for other assignments direct through us. We tend to then deduct the payment…
    RachelAtkins50 15 views 0 comments Started by RachelAtkins50 March 13, 2019 1:50PM
  • Hi, I sometimes offer my clients a discount, how can I apply it on the invoice?
    zoesblooms 29 views 0 comments Started by zoesblooms March 9, 2019 9:47AM
  • There are two strange things happening whenever we export an invoice from the web or give a print out. * The exported PDF doesn't have enough margins. This poses issues while punching and filing the hard copies of invoices. * If we give a print directly from the web, the accent colored bar in the invoice vanishes.
    Mits 169 views 21 comments Most recent by amandak March 7, 2019 10:47PM
  • Am from Dubai, am running an Technical Service business, for me project details is important to add in my Quote, Invoice, Receipts etc, But i didn't find options here.
    Mohan 19 views 1 comment Most recent by alexlewiszarkos March 7, 2019 10:36PM
  • Hi, i created some recurring invoices but chose 'Manual Send' as each month the amount to be invoiced will change slightly so i'll need to edit them first. I scheduled them for 'last day of the month' and today they show as Active, however I can't seem to find the 'Send' button anywhere and I have no idea whether they've been sent or not (they sho…
    ilz777 17 views 3 comments Most recent by alexlewiszarkos March 7, 2019 8:01PM
  • Hi there, is it possible to add info columns to Estimates and Invoices, for example, #Client Ref, #ETA, etc?
    Kesh 9 views 1 comment Most recent by alexlewiszarkos March 7, 2019 6:06PM
  • My credit card statement is dated the 3rd of the month. The transactions are listed from the 3rd of the prevous month, upto the 3rd of this month, with the total owed on the 3rd. The reconciliation page will only let me reconcile against the last day of the month. Am I missing something? How to reconcile against the credit card statement?
    philip456 10 views 2 comments Most recent by philip456 March 7, 2019 8:00AM