Sales & Invoicing


Discussion List

  • Hi, I typed "casual labout" instead of casual labour ..... how do I correct this? Thanks!!
    MarlyTagz 5 views 3 comments Most recent by Ryan_W March 6, 2019 10:28PM
  • oluolu
    When a recurring invoice is paid. What type automated invoice receipt does the customer receive can we customise it anywhere. I will like to send the customer an automated downloadable copy of the paid invoice via email. So in this scenario, a customer only receives one email on invoice generation day, which is thank you for your purchase an…
    olu 16 views 2 comments Most recent by Samd March 6, 2019 7:54PM
  • Hi Is there a way of just printing / export to csv a list of invoices with invoice number, Customer & amount? Thanks
    Matth 16 views 2 comments Most recent by Matth March 6, 2019 2:40PM
  • Is it possible to send the invoice to the customer by WhatsApp?
    Jayaraman 12 views 2 comments Most recent by Rahim March 5, 2019 6:23PM
  • I've been looking for an explanation for how to rearrange line items in an invoice. Could someone out there tell me how to do that or tell me where I can find the explanation? Thanks!
    smithiealum01 5 views 1 comment Most recent by Rahim March 5, 2019 6:14PM
  • Good afternoon, I am new to getting paid via Wave and was just wondering how long it typically takes to see payments show up in your bank account? A client of mine recently paid me (two days ago) but for whatever reason, I have not seen it show up in my account. Is this normal?
    cerebralmarketing 22 views 2 comments Most recent by Rahim March 5, 2019 6:11PM
    The "Country" field of the vendor address is set on default by Wave on the invoice. How do I remove it?
    TNY 23 views 10 comments Most recent by Igor March 5, 2019 2:47PM
  • Hi, is there a way for my sales reps to only see the outstanding invoices section and not the entire transaction and reports section. I know the phone app just has the invoices but is there to only give a log in for the invoices mobile app and not the rest of the information. In summary, I want an easy way for my reps to see the outstanding inv…
    whitty99 3 views 3 comments Most recent by Ryan_W March 4, 2019 9:05PM
  • I sell my goods at a number of market stalls and receive cash and Square payments. What is the best way to categorise each market and the income from it? I was thinking with the cash I would deposit it into the bank account linked with Wave. Any thoughts or guides on integrating market stalls with Wave would be appreciated.
    Tommyp2 16 views 1 comment Most recent by Zoe_caff February 26, 2019 6:27PM
  • I've read you can't have a clickable link in the invoice its-self but rather in the message. What are the steps to make a hyperlink in the message? It has not worked for me. And is there a way to have the message reoccurring so I don't have to write the same message every time? Thanks
    Kevin619 13 views 3 comments Most recent by Zoe_caff February 25, 2019 10:51PM
  • Hi There, Hoping someone can advise me how to record a bank deposit that need to be allocated to three invoices. any help would be truly appreciated
    Biddsley 18 views 2 comments Most recent by Zoe_caff February 25, 2019 6:59PM
  • Hi community, I'm trying to get as much information as possible about wave users who accept payments through Squareup. Bit of a novice where payment gateways are concerned and struggling to find the information I'm after having looked through the community threads. How are Squareup users accepting payments and recording those payments in Wav…
    Tevilyne 28 views 0 comments Started by Tevilyne February 25, 2019 8:03AM
  • Hello, I am receiving continuous notifications about Site certificate of domain being invalid. Not sure why. Additionally, whenever I tried to generate new Invoice it results in a 502 error. Please help Regards, Bj
    bj1729 6 views 2 comments Most recent by bj1729 February 25, 2019 5:44AM
  • I have been trying to record a payment unable to do so Chrome Browser Cleared all Cache settings Can you help why i get this error?
    aman_clc 8 views 0 comments Started by aman_clc February 23, 2019 10:30AM
  • I have received a single payment in my USD PayPal account for two invoices prepared in Wave in USD. The transaction has been imported into Wave from PayPal, but the option to apply it to an invoice is not available when selecting the category drop-down menu within the transactions page. My default business currency is CND. Is there some kind of wo…
    LoriRose 19 views 3 comments Most recent by sunnyt713 February 21, 2019 10:30PM
  • Greetings is there a way of saving a template eg estimate so that when i generate the next estimate i dont have to redo banking details under notes, footer etc?
    Adolf 12 views 1 comment Most recent by JamieD February 20, 2019 6:38PM
  • Is there any way (or can it be added), when viewing a list of invoices to add/see an invoice notes? (not visible to client) In my case, I invoice customers for various services but I would like to see at a glance what they are when not my usual services (to refer back to). For example, under all invoices list have: Status | Date | Number | Custo…
    OldGoat 11 views 1 comment Most recent by JamieD February 20, 2019 6:13PM
  • Hello All, I am new to Wave and am familiar with the basics of bookkeeping. I have an problem and I am hoping others might have suggestions. I have a customer who I have invoiced for $500. They paid using online bank debt / transfer. The issues is that when the payment came in, the bank / payment processor took their small fee directly from …
    JaysonWonder 47 views 5 comments Most recent by JamieD February 20, 2019 5:30PM
  • 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 171 views 13 comments Most recent by Sach_011 February 19, 2019 12:40PM
  • When I reached 50 invoices there suddenly ads that appeared as links on key words. Has anyone else seen this happen? I am wondering if it is my computer or it is WAVE.
    Dyanna 25 views 1 comment Most recent by Charlotte February 19, 2019 2:51AM
  • Hi, during creating of a new customer, is it possible to have an option that allows us to key in multiple email addresses for those customers that have more than one contact person? This option would,in my opinion, save so much time in copying and pasting the different emails when sending Receipts and Invoices. Tx, Eliud.
    CarpetGuru_254 16 views 0 comments Started by CarpetGuru_254 February 18, 2019 4:30PM
  • I've got a workflow question. I build custom furniture so every invoice has line item for labor and materials. When starting a project, I'll estimate materials cost and when closing out an invoice, will invoice the customer (on the same invoice) for the actual materials cost. Is there a way to apply/assign an Expense directly to an invoice? For ex…
    thelast10sf 17 views 3 comments Most recent by Mark_FR February 16, 2019 8:22AM
  • I have a few clients that I provide ongoing services to and accure several invoices for their work for one of my business. I would love for my clients to access their invoices via my website so they can pay for those invoices. Email inboxes can be full and confusing at times. My business website already has a client login portal and I would love …
    TXGlamCEO 4 views 0 comments Started by TXGlamCEO February 15, 2019 12:38PM
  • hello how to we create a total column for the Qty
    jamshid 5 views 1 comment Most recent by JamieD February 14, 2019 9:01PM
  • Hi, I am pretty new to Wave Financial. Just wondering if there is a way to add a "Dates" column in the invoice template. For a small business that provides home care services, I would like to bill my clients once a week but would like to have a " Dates" column to itemise when the services were provided. Eg 5/2/2019, Services xxxxx, 2 hr, $50/…
    TheMatrix 16 views 1 comment Most recent by Rahim February 14, 2019 8:41PM
  • Hi, my business sells items that comes in different units of measures. Is there any way I can add a column in the Invoice fr this. TIA
    cwinfred 103 views 5 comments Most recent by Rahim February 14, 2019 8:38PM
  • Hi! In my invoices I need to create a tax code that is being deducted rather than added to the amount outstanding. Can you please guide me? Thank you!
    C_Constructions_1 18 views 2 comments Most recent by Rahim February 14, 2019 8:07PM
  • We provide different services to customers and usually this is done quarterly basis or on a regular set schedule. It would be very helpful to me if I was able to categorize customers by the type of service they receive. For instance all commercial pest svc in a group, termite treatments in another and mosquito misting system customers in a group. …
    Awashington1977_ 13 views 1 comment Most recent by Rahim February 14, 2019 8:03PM
  • Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
    jgarsena 5 views 1 comment Most recent by JamieD February 14, 2019 4:42PM
  • Hi, I am a makeup artist, and am signed to an agency who provide me with work. For this, the agency deduct a commission of 15%. They also deduct tax (PAYE) of 25% which they submit on my behalf. Therefore, the final payment that I receive, is less the commission and the tax. I am looking to find a solution in how to correctly capture these c…
    SamScarborough 17 views 5 comments Most recent by NeilR February 14, 2019 10:34AM