Sales & Invoicing

 

Discussion List

  • Hello, We have a business wherein the cash transaction contributes 10% of the total turnover. We need to pay cash to local vendors and same can be recorded in the transaction tab. Is it possible to print the transaction or can be exported/saved as PDF? Regards Vipin
    UHRP3 262 views 12 comments Most recent by phototracy December 26, 2018 4:34PM
  • I am an independent contractor, working as a truck driver (not an owner/no major capital equipment & payments.) I drive from A to B, buy fuel, pay for permits, etc. The company pays me a Cents Per Mile rate, plus a "fuel surcharge"/partial reimbursement. When I arrive at that Point B, the company calculates a Contractor Settlement and forwa…
    Errolv 24 views 1 comment Most recent by Errolv December 26, 2018 2:36PM
  • When I enter receipts from expenses that I charged on my credit card how do I enter the payment made to these said expenses. Doing a transfer does not work as i have been told to do in the past because I am paying the amount owing to the card in a lump sum and not for each individual transaction therefore, the amounts don't match. When I enter the…
    Bonnie_67 36 views 3 comments Most recent by eliteacchk December 26, 2018 1:37PM
  • Hi all, Firstly, I have 2 rates of Tax: 13.5 / 20 (And they are named that!) After paying my monthly Sales Tax to Government (it's paid in one lump, regardless of the amount I received at each rate) I notice, when I go to Accounting => Transactions => Add Expense => Category => "Sales Tax Payment to Government", I notice 'Sales Tax…
    SortIT 33 views 6 comments Most recent by SortIT December 25, 2018 1:59PM
  • I have recently activated Credit Card payment on my wave account. It worked great for the first 2 transactions then over 2weeks ago Stripe decided to hold my money back while they invest my integrity. No indication of the freeze on my account and I have had no luck to date as why they can’t release my funds. Does this kind of thing happen a lot wi…
    Lennox_Tradie 12 views 4 comments Most recent by Erik December 20, 2018 7:44PM
  • I researched before asking this seemingly dumb question. In order to received an (email?) alert an invoice has been viewed is there something that has to be done like a setting or will Wave automatically do that? Thanks in advance
    Durvana 41 views 6 comments Most recent by Rahim December 20, 2018 7:33PM
  • I have a client that pays me by bank payment. The last time he paid me the funds never reached me, and I got an incorrect bank information message. He had to go back and re-enter the information at then it work. Same information he put in before. Now another client has the same problem, except when he payed the invoice the money was put into …
    dmcfarlan 16 views 1 comment Most recent by Erik December 20, 2018 7:00PM
  • When a Wave invoice is settled via Stripe, Wave creates a transaction entry like this: Dr. AR/ invoice no. Cr. Money in Transit This entry is locked and cannot be edited. Fair enough - since the client has settled the invoice in full and so a little automation helps. The problem comes when Stripe pays into the bank account. I get a trans…
    eliteacchk 16 views 1 comment Most recent by Erik December 20, 2018 6:27PM
  • Printing invoice from wave is always frustrating and time consuming. Usually I have to send a copy to my email and get on my computer to download and convert the invoice to pdf manually, and print it out. Today I tried to print it from my mobile, so I opened the copy email from my phone, click the "view invoice" button from the email, on the web…
    DaluClinic 8 views 1 comment Most recent by Erik December 20, 2018 6:19PM
  • TPATPA
    Greetings, willing to compensate a wave pro, who knows how to handle refunds and cancellations. We have a few invoices that fall into this category. Payment can be effected via paypal. In the spirit of expediency, please state your fee, as a point of departure. Regards Tim
    TPA 26 views 1 comment Most recent by Erik December 20, 2018 4:33PM
  • Is there a way to control the number of decimal places on Invoices. For example, at the moment it is showing two decimal places for the total amount, but I would rather have zero decimal places.
    GaryNiemen 30 views 13 comments Most recent by Erik December 20, 2018 4:02PM
  • Please add this to the queue, it is starting to become a headache. Thank you!
    deyamiraphotography 30 views 5 comments Most recent by deyamiraphotography December 19, 2018 7:01PM
  • Hi! I want to be able to see what my current profit margin is, at all times. However, the payment schedule that Amazon's Seller Central is on creates issues with my profit and loss. Amazon pays every 2 weeks. I spend my cost of goods before my payment comes. This means that my account is only truly accurate twice a month. For 28 days out …
    PlentifulEarth 17 views 1 comment Most recent by Erik December 19, 2018 3:30PM
  • Hello I am new to wave and want to know if I can merge the sales activity from my online store and expenses. How would a business account work in wave as long as my earnings in sales. Please help me understand how can I set up this options.
    Mayra 14 views 1 comment Most recent by Erik December 17, 2018 7:25PM
  • Hi! I've been struggling with handling security deposits through Wave. I browsed topics about this and realise that it isn't actually built in Wave to do that. But perhaps someone has an idea for a workaround that suits my needs. We rent out rehearsal spaces for bands and hence require a security deposit from them. Since we also have two months n…
    Tapetown 30 views 1 comment Most recent by Erik December 17, 2018 7:22PM
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 26 views 2 comments Most recent by deyamiraphotography December 13, 2018 1:51AM
  • some of the invoices that I send using Wave are going into customer's spam folder. is their a way to see a notification showing that an invoice has been received and viewed similar to the feature that is available for quotes?
    HarrisonEngraving 231 views 5 comments Most recent by Samd December 12, 2018 8:32PM
  • When I record invoices, I have Gst. But when It shows on transactions it does not show GST. If I record a payment separately and have the GST in that, then merge, it still chooses the one with no GST. Any way around this?
    SCW_Builds1 18 views 1 comment Most recent by Samd December 12, 2018 8:29PM
  • Hi all, I have 2 businesses which I want to use Wave with. For the 1st business, I have connected a Stripe account to that business bank account, no problem. However, for the 2nd business, I also want to accept payments via Stripe. 1) Is it possible to have to bank accounts within Stripe? 2) If not, can I just create a new Stripe accoun…
    SortIT 14 views 4 comments Most recent by Samd December 12, 2018 5:50PM
  • I received a promotional credit when opening my new corporate card account. How would I classify that in terms of income category in Wave?
    treblecove 13 views 1 comment Most recent by Samd December 12, 2018 5:14PM
  • Hi! I am a freelancer/contractor. I can’t figure out the easiest way to set up Wave for what I need. The customer would be the firm that hired me, but I need to be able to create sub-invoices for each legal case I work on. I’m Quickbooks, I just add a sub-client. Any ideas?
    Paralegal 24 views 3 comments Most recent by Samd December 11, 2018 8:46PM
  • Hi Am Zeth
    Zeth 16 views 2 comments Most recent by Samd December 11, 2018 7:26PM
  • I generate invoices and doing great. My problem is I don't know how to include final invoice amount in writing. Will appreciate help
    hnajee 25 views 4 comments Most recent by Samd December 11, 2018 4:46PM
  • according to HELP there is a dropdown menu next to my logo.... where is this screen?
    nelsmak 19 views 1 comment Most recent by Samd December 11, 2018 3:13PM
  • Hello I recently went back and noticed some errors in my income accounts and what products were attached to them. I went and edited each product to link to the correct income account BUT when I run the annual report it has not changed it for past sales. Is there a way to have this edit apply retroactively? Thank you !
    flipswitch 17 views 1 comment Most recent by Samd December 11, 2018 2:48PM
  • Hi, In the list of my products, I have items that I don't sell any more but since I have old invoices in which I have sold the mentioned items, I cannot delete the products. I'm talking about like 30 items that each time I want to add a new line to my invoice, I have scroll before I can get to the one product I am looking for. Does anyone know …
    Mehran 28 views 6 comments Most recent by Mehran December 10, 2018 2:24PM
  • I don't know how to add multiple email in customer's account. Space or ";" or "," or how? Please answer me something.
    PyayThein 857 views 19 comments Most recent by GravisTech December 10, 2018 3:26AM
  • I provide catering services and food on occasion as a donation. How can I account for ALL the expenses associated with the catering? I am currently creating an Invoice but I'm not sure if this is correct. The "value" of the catering is greater than just the food costs. I want to accurately account for the full value of the donation. Food costs, la…
    offthehoofbbq_1969 13 views 1 comment Most recent by eliteacchk December 9, 2018 2:41AM
  • Can you make the customer statement print with detail of all the prior invoices? From what I can see, you can only show invoices, not the detail of what the invoice was for.
    lahilliar 16 views 1 comment Most recent by Samd December 7, 2018 4:16PM
  • ak7ak7
    Hi, I sent an invoice to my client and they have paid 50% for booking of my service. The partial payment works well with displaying of the paid amount and balance to be paid which is another 50%. Upon job completion, i want to charge my client another 50% for the last payment. I try to send the same original invoice which has now shown the a…
    ak7 19 views 1 comment Most recent by Samd December 7, 2018 3:31PM