Sales & Invoicing

 

Discussion List

  • 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 19 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 29 views 0 comments Started by Brendan January 27, 2019 10:02PM
  • 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 33 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 26 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
  • Hi, Initially, I was going to wait before integrating Wave with my business since there is no PO functionality and there is also no way to add a CSV file for products but have decided to try it anyway. I wanted to know if Wave collects the payments or using a third party? How is the transaction seen from the customer's view? (Will it show my bu…
    ptacair 27 views 1 comment Most recent by Ryan_W January 24, 2019 9:06PM
  • Is there a way that the price per item is calculated with the tax and that the queote/ invoices doesn't show the tax separate from the total. Here in Aruba the government just introduced that the tax should be calculated in the item prices and not show up on the invoice as a separate line ? Or do i have to place the item price already calculat…
    asueman 8 views 0 comments Started by asueman January 24, 2019 3:31PM
  • HELLO BUSINESS MEN HOW TO RECORD ADVANCE PAYMENT FROM CUSTOMER IN WAVE SOFTWARE. I HAVE A BUSINESS AND COULD NOT SETUP ACCOUNT . CAN ANYBODY HELP ME HERE
    FASTPAY 39 views 6 comments Most recent by pixelstuff January 24, 2019 5:55AM
  • 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 268 views 11 comments Most recent by Simonereeves January 23, 2019 9:17PM
  • Hi, fairly new to this type of transaction. Wondering how I can send a receipt of payment to a client once they've paid. I can't find an option to create a receipt anywhere. Shouldn't there be an auto one sent right away? Cheers.
    Sacha 21 views 2 comments Most recent by Sacha January 23, 2019 8:42PM
  • How do I record cash payments?
    Craypaws 24 views 2 comments Most recent by Craypaws January 23, 2019 1:20AM
  • I can see the payment in my dashboard and the invoice number associated with it but clicking on that number or the "view invoice" button puts me to a 404 error page. It's like the invoice never existed but somehow the payment for that invoice does.
    jcsumlin 13 views 0 comments Started by jcsumlin January 22, 2019 6:10PM
  • 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 349 views 5 comments Most recent by Samd January 22, 2019 5:20PM
  • I have changed it every where I can find it and everything looks great except in the email it still says Estimate. Can anyone please tell me if there is a place to edit this. Thanks for your help!
    steelboxco 30 views 2 comments Most recent by Energyone January 22, 2019 2:17PM
  • Hello. I'm new here. How do I create receipt when a customer already pay the item they bought. I have not create an invoice for them but they already pay the item. Now they want a receipt for the item they bought. Please advise.
    Han2 15 views 0 comments Started by Han2 January 22, 2019 1:09PM
  • Am I able to download a complete list of Customers in excel?? The one which is already saved in my account.
    Shafi_1234 32 views 0 comments Started by Shafi_1234 January 22, 2019 9:47AM
  • Hi, When I'm going through my transaction page and assigning outstanding invoices to payments in my bank account I've been noticing that there are invoices being displayed in the list that have been finalised and paid in full. I even have a couple of invoices that have been removed\deleted coming up as outstanding. This is not a critical issu…
    IainH 4 views 0 comments Started by IainH January 22, 2019 2:16AM
  • Hello, I would like to give users a chance to pay my invoices online, and I have seen the Wave instructions on how to add online payments, but I do not see the Payments option anywhere under Sales. If I try to create an Invoice, I do not see the "Make this available for online payment" option anywhere. I simply cannot find anything that points me…
    siggiboy81 29 views 3 comments Most recent by Ryan_W January 21, 2019 9:51PM
  • Hi community. How can I customise my "Invoice Reminders" or "Payment Receipts"? In my case, I want them to be written in German and a few more details. Is there a way to change the default text? Thank you
    Amadeus Hoffmann 220 views 14 comments Most recent by comoxvalleyarts January 21, 2019 6:47PM
  • Hello, My bank account is connected to Wave and I have automatic invoicing on for my client. When I look at the Income Statement dashboard, I see a section for my invoices (without the Wave processing fee applied) , a section for Merchant fees (just Wave processing) and also a Sales section which shows the income which was actually sent to my ban…
    thatonegirlt 52 views 8 comments Most recent by mjroads January 20, 2019 4:14PM
  • Hi Im having problems with the invoices. If i create the invoice with either stripe or paypal the invoice does not apppear on wave, the payment however does. Have I missed something?
    Seamus 19 views 0 comments Started by Seamus January 19, 2019 2:24PM
  • How can I restrict a contributor to creating invoices only?
    Waver_girl234 5 views 0 comments Started by Waver_girl234 January 19, 2019 2:06PM
  • Hi Wave - Newbie - Can someone please tell me how to do a report for sales invoices with a breakdown of Vat exclusive amounts - Many thanks
    Cedarwood10 25 views 2 comments Most recent by comoxvalleyarts January 19, 2019 7:01AM
  • Hi, I just subscribed and want to set invoice number in a particular format. Where should I go and set it. Thanks in advance. Busywings
    busywings 814 views 11 comments Most recent by Mick January 19, 2019 12:09AM
  • Hi community, i would to know how can i get statements or statistics about the sales. So i can see faster how many products (of the same or different) i have sold, or sort by client. Thanks
    SHM16 10 views 1 comment Most recent by AndrewFromWave January 18, 2019 6:30PM
  • Hi, I can't see a way in Wave where I can keep invoices from companies I have paid? I have my bank imported and the reference pops up, but don't I also need an invoice or receipt to back this up with? Or are bank reference sufficient evidence? I always pay with card and never cash. Also when a company invoices me, where do I keep that als…
    customlogoshop 23 views 1 comment Most recent by ailsa January 18, 2019 3:34PM
  • Paying vendors for goods and services with a credit card is common. How does Wave Handle this use case? I want to be able track my vendor purchases - see how much I have purchased from OfficeDepot. So the expense needs to be associated with the vendor but the payment associated with the credit card. Does Wave provide a guide for this use case?
    Barry8Schneider 13 views 1 comment Most recent by Laura_Kavanagh January 18, 2019 12:17AM
  • Hi! Wave newbie here. On any given week, I have multiple customers--some recurring, some one-time service users. I'm going to set up my repeat customers as a CUSTOMER, but what about my one-timers? Should I create a CUSTOMER sale for them or make a transaction only? To give you an example: In a 5 day work week, I can have up to 25+ customers …
    Tish518 11 views 1 comment Most recent by Kirk January 17, 2019 11:17PM