Sales & Invoicing

Category List


Discussion List

  • Hi I want to add another JPEG to my invoices in the body of the invoice right at the bottom. I have a company that protects me from clients that don't pay but i just want to make their logo visible on my invoices so everyone can see i am protected by them please. How can i add the logo to my invoices. Morne
    Morne_07 20 views 1 comment Most recent by JamieD April 15, 2019 9:31PM
  • Has anyone else had the problem where once they send out an invoice and mark it as paid, two transactions occur in Wave due to the payment being acknowledged once invoice is marked as paid and also when the money has been received in your bank account. How can I save myself the time of constantly deleting this double up of the transaction in W…
    phoebe 66 views 13 comments Most recent by JamieD April 13, 2019 9:13PM
  • I live in the UK and I'm self-employed, so I'm registered with a UTR number but not VAT. I'm new with Wave and I'm trying to make my first invoice. I just connected my bank account and I was about to activate bank payments but the format shows a VATn° section but not UTRn° section. It seems like not suitable for self-employed not VAT registered.…
    CorinnaL 10 views 2 comments Most recent by CorinnaL April 13, 2019 7:02PM
  • Would anyone know how to resolve this? A customer mistakenly double paid on an invoice, so I refunded them, which shows in transactions (bank account is linked). In order to balance this out I allocated the full payment to the invoice, and then merged the deposit with the invoice in transactions. However, how and where do I allocate the refund t…
    ElevationTECH 14 views 1 comment Most recent by JamieD April 12, 2019 11:40PM
  • Hi! I am a contractor. Is there a way to list invoices/estimates with a "job name"? When I look at a list of invoices i cant tell which jobs they are as I use job names instead of invoice numbers. Just adding a customizeable column in the invoice/ estimate list would be awesome! Anyone have a way to do this?
    Schroed 19 views 2 comments Most recent by Dixitex April 11, 2019 6:00PM
  • Hi , Whats the quick way of deleting multiple customers at once ?
    Yking 22 views 3 comments Most recent by alexlewiszarkos April 11, 2019 4:35PM
  • I have multiple sales using woocommerce that I would like to add to wave. As there is no woocommerce integration with wave what is the best way to at sales from my website to wave? Thank you
    Will_Brett 163 views 2 comments Most recent by JellyfishChris April 11, 2019 4:09AM
  • I know Im due an eye test, but I cant see this infamous checkout button anywhere?
    keith 21 views 3 comments Most recent by oslivon April 10, 2019 5:07PM
  • We are building contractor, we need contractor number or project address or number for each invoice, any possible to change the tile name of "P.O./S.O. Number". we don't need this and better this column can be custom or add more column.
    StevenChen 32 views 1 comment Most recent by Samd April 5, 2019 6:13PM
  • Hi everyone, I have noticed over the past month or so that the ESTIMATES page doesn't seem to load properly for me. It doesn't show any estimates (not old, not new). It used to fix itself after a few page refreshes. Today though, its been frustrating. No matter how many times I refresh the page doesn't load properly and no estimates show up.…
    khianey 8 views 1 comment Most recent by Samd April 4, 2019 3:26PM
  • Is it possible to send a single invoice to multiple email addresses automatically? I tried putting multiple addresses separated with comma and semi-colon, neither worked.
    Juggler 35 views 2 comments Most recent by Juggler April 3, 2019 1:25AM
  • I saved a client’s details incorrectly, tried to edit it but the app will not save it so i opened a new client profile. How do I delete the incorrect customer profile? I cannot seem to find an option to do so.
    Ryno 25 views 8 comments Most recent by TFI April 2, 2019 9:15PM
  • I am trying to add a payment to an invoice. The only 2 payment account options I get are cash on hand and owner/investment drawings. I have added a new account, but it does not shop up in the dropdown as an option. Please help.
    karinv2 25 views 1 comment Most recent by Zoe_caff April 2, 2019 7:56PM
  • JunJun
    Hi everyone, This is my first post ever! Please let me know if I should be following a different format for posts or anything like that. I work as a Registered Massage Therapist in Toronto, Canada and I'm trying to figure out if Wave can handle my invoicing needs. One of the clinics I work at is pretty straightforward. I invoice them for…
    Jun 12 views 0 comments Started by Jun April 1, 2019 8:40PM
  • All of my invoices and the deposits from Wave Payments are showing as Sales in my Reports basically doubling my income on my reports. Here is what I have tried based on what I've read in other discussions: * I tried but I can't merge the invoice payment and the wave deposit. It says they have to be from the same account. (One is Payments by …
    mcullison 38 views 1 comment Most recent by Zoe_caff April 1, 2019 5:44PM
  • I mistakenly linked the incorrect invoice to a payment in 'Transactions'. Is there any way of removing the payment & invoice link without deleting the transition?
    ElevationTECH 10 views 1 comment Most recent by ElevationTECH April 1, 2019 4:05PM
  • Is it possible to cancel an invoice that I have already approved and sent to the client? The situation is as follows: a travel agent booked a room for a customer for two nights and I sent the invoice (not yet due). A month later they changed the booking to three nights. I sent a new invoice for the extra night. Now they inform me that they want on…
    Therese 730 views 5 comments Most recent by MerlinAccounts_UK March 31, 2019 2:10PM
    First of I’m a noobie. Just need to figure out that. Thanks
    TFI 45 views 1 comment Most recent by JamieD March 29, 2019 4:33PM
  • I think there should be a way to register non paid invoices which never won't be paid so they are out of the list definitely. Is there a way that I cannot find? How do you do it in this case? Many thanks!
    Wordsellery 209 views 5 comments Most recent by Andra March 28, 2019 8:16PM
  • Hi Rahim I saw that there was a few discussions on delivery notes not part of Wave. It is also crucial for our business and we really consider moving to Wave as our accounting system. A delivery note, should be really easy … just as you convert an estimate to an invoice, I think you could convert an invoice to a delivery note as well. The major…
    Bernice 73 views 1 comment Most recent by JamieD March 27, 2019 2:13PM
  • I've taken over the accounting for our Scout group and am having some trouble when it comes to categorising invoice payments. Once I see the payment for an invoice in the bank I can then record a payment in Wave and all goes well. When I go into the transaction in Wave the category is listed Invoice #XXX | Payment from Payee. I can change the…
    Travis 20 views 1 comment Most recent by alexlewiszarkos March 26, 2019 7:13PM
  • Is it possible to sub total parts and sub total services when invoicing?
    GilsMarineEngine 20 views 3 comments Most recent by alexlewiszarkos March 25, 2019 5:18PM
  • When trying to process card payment I get this error message..... 'There was an error submitting the payment. Please check your information and try again.' This has now occurred on two occasions with two different customers and also they couldn't pay through the Wave Invoice. Any advice appreciated, thanks in advance
    Leir001 20 views 4 comments Most recent by Leir001 March 21, 2019 6:17PM
    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 30 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 35 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 45 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 26 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 217 views 7 comments Most recent by JamieD March 19, 2019 9:49PM
  • 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 1.1K 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 168 views 10 comments Most recent by Samd March 18, 2019 8:21PM