Sales & Invoicing

 

Discussion List

  • Hi team.Is it possible to generate an aging report ?
    Yking 13 views 2 comments Most recent by Yking May 27, 2019 5:00PM
  • Hiya. Does anybody know how I can change the email address my receipts are sent from? It doesn't give me the option to switch to the email of the current business profile I am in, only the email address I used to set up my original profile. I obviously want the receipt to send from the business to which my client has made payment. Thanks!
    superqueen 372 views 6 comments Most recent by JordanD May 24, 2019 7:45PM
  • Hi, Not an accountant, so this is a tad frustrating. A client overpaid on an invoice and I've made the refund of the overpayment. Let's call it $1,000 paid on a $900 invoice like in the Help Center article below. Here's what I did: * Recorded the full $1,000 as a payment on the invoice * Split the Income Transaction into $900 (categorized as the…
    Nike 38 views 1 comment Most recent by Samd May 24, 2019 3:02PM
  • Hello, My client decided to pay through the invoice I supplied over the long weekend it displayed that the payment would be deposited into my account as of May 21st I was wondering why it's still hasn't been deposited and why it's still pending. thanks in advanced.
    FoxDesigns 30 views 1 comment Most recent by ZoeC May 23, 2019 9:54PM
  • Dear Wave and Community, I've recently started using Wave and just realised that the PDFs of the invoices are being saved as the payment due date rather than the invoice issue date. The client may well want them to be dated this way (maybe??) but I would like them saved by the date I issued them. Is it possible to change this setting anywhere? Th…
    tarka33 9 views 2 comments Most recent by tarka33 May 23, 2019 9:45AM
  • A lot of times I prefer getting the share link for an invoice and pasting into messages, emails, etc. However, there's styling within the copied link (rather than plain text of the http link), so what I end up pasting has a larger font and yellow colored background to the text. See example of yellow background text: (Image) It's a little pet pe…
    phototracy 23 views 5 comments Most recent by JamieD May 22, 2019 10:01PM
  • This discussion has been merged.
    princess 11 views 0 comments Started by princess May 22, 2019 7:38PM
  • I am running a small jewelry business and all my jewelries have a product code. but in wave in done see an option to add a product code for my products is there any solution for this ?
    sahan_panditharathne 14 views 1 comment Most recent by ZoeC May 17, 2019 7:22PM
  • Hi, I apologize if this was asked elsewhere. I have Wave setup in TTD (my base currency), although I have a few accounts in USD. I created an invoice in USD, and marked payment to one of the USD accounts. However, the payment gets converted numerically to TTD inside the USD account, which seems to be strange behaviour. The USD account in questio…
    aabdool 15 views 1 comment Most recent by JordanD May 16, 2019 7:32PM
  • Is there a way that you can add a slot for the deposit amount on the invoice after total?
    ASPS 1.2K views 79 comments Most recent by Hawp May 14, 2019 4:18PM
  • All search i did returned results for Wave allowing users to send invoices then getting paid by credit card. But what i'm looking for is a way to process actual credit card details like you do in Stripe. So is there a way to do this? If not, is there a way to **automatically **import payments which are manually processed on Stripe by me? to be re…
    jays 23 views 2 comments Most recent by jays May 10, 2019 9:00AM
  • Hello, I use Recurring invoices a lot for my clients with website maintenance contract and hosting. And that's great! But then I realised that, in the recurring invoice set up, I cannot save the scheduling payment reminders in the settings below: (Image) However, it is possible, only once the invoice has been issued (from the recurring schedule…
    Hervé 194 views 7 comments Most recent by Cashmere May 9, 2019 9:57PM
  • I have tried everything, 200x300 pix, jpg png, it says wrong format
    Robijano 8 views 1 comment Most recent by ZoeC May 9, 2019 9:50PM
  • Hello I am new to wave and currently trying to import my old invoices over to wave via wave connect. When the same customer has multiple invoices, 001, 002, 003 consecutively there is a validation error and only the first invoice number is used. However when you have a different customer in between this will work perfectly. May I know how can w…
    Bobby 20 views 2 comments Most recent by Bobby May 9, 2019 8:36AM
  • I'm trying to do my tax return and upload all my differing receipts however when looking at the web receipts not all of the receipts my app has uploaded are there. In fact i'm missing quite a lot.... They all say "DONE" nothing is "Processing" and I have reinstalled the invoice and Receipts app on my iPhone so I'm not sure how …
    DanClarkson 11 views 1 comment Most recent by Ryan_W May 8, 2019 11:04PM
  • Can I invoice a client via text or is it only through email? New to this app and I don’t see that option.
    Samantha 14 views 1 comment Most recent by Samd May 7, 2019 10:34PM
  • Am I able to attach a pdf file to an estimate/invoice?
    paul999 51 views 2 comments Most recent by AlexL May 7, 2019 8:55PM
  • i added an account to my wave account for service oriented business which also sends invoice. but i cant seem to find invoice anywhere except purchase.
    Ebenezer 13 views 1 comment Most recent by Samd May 6, 2019 10:38PM
  • Hello, Could anyone please advise how to allocate one payment to multiple invoices. When i go to Accounting/Transactions it only lets me select one invoice to pay in the drop down column. Im new to wave and still trying to figure it out
    Fiona_Pipkin1 48 views 3 comments Most recent by Vinayak71_India May 6, 2019 8:13PM
  • Suppose i was sales a 1000 rupees product and i want to discount 100 rupees for these customer with showing on invoice haw i do it????
    Vinayak71_India 45 views 3 comments Most recent by Vinayak71_India May 6, 2019 7:54PM
  • Hi, I'm new here and have been using Wave for some time. I'm very happy with except that I would like to receive notifications when someone pays me. Is this possible to set up? Thanks
    SJEMarketing 142 views 9 comments Most recent by Samd May 3, 2019 8:02PM
  • How do you enter in a partial payment
    homeprotec 862 views 11 comments Most recent by jlevi001 May 2, 2019 9:46PM
  • Is it possible to see all emails sent via Wave? So i can confirm an email was sent as expected with a time as well as a date it was sent.
    daryl 40 views 2 comments Most recent by daryl May 1, 2019 11:36PM
  • Hi, I am a b2b uniform clothing retailer. I have the same product in various sizes and colours. Would I have to create a product category for each variation? This will probably get very complicated very soon. I'll go from having 6 products to 96 (for four diff colours and four diff sizes each)
    Zatys420 18 views 1 comment Most recent by Ryan_W May 1, 2019 10:06PM
  • Hello everyone, I am trying to figure out how to import transactions into Wave. I don't see a sales receipt feature. Our company sells products online so there is no need to invoice and then pay the invoices. Can this be done in one step? And can this be done by importing a csv file rather than entering each transaction in manually? I don't see w…
    arossi83 29 views 7 comments Most recent by Mikeg May 1, 2019 5:52PM
  • Hi, I am new to using Wave invoice so I’ve only just sent my first invoice. It’s marked as sent but the recipient has not received the email? Is it because the invoice is dated for tomorrow?
    jasminew1397 49 views 1 comment Most recent by ZoeC May 1, 2019 5:34PM
  • There is a thread discussing a similar case, not sure what I need is also not available in Wave. I'm paid from foreign costumers for consulting service and the tax law of my country allow the exemption of the otherwise 7% VAT taxes. As far as I know there is no way to chose the relevant tax in the invoice page and then add a line that subtract it…
    Fanlike 22 views 3 comments Most recent by AlexL April 29, 2019 3:29PM
  • Is there any way I can see all of my reports (sales YTD etc.) on the MO Ile app?
    Drums1078 12 views 1 comment Most recent by Ryan_W April 26, 2019 10:43PM
  • Is there any way I can set my recurring invoice date to something between invoice date and 7 days? I invoice weekly for the following week, but want this to be 5 days. I seem to be only able to change this once the invoice is created - which means I can't set it to automatically send, which I want to have happen!
    fido 251 views 19 comments Most recent by Ryan_W April 26, 2019 10:37PM
  • Is there a way to send the recorded payment status through SMS to the customer mobile number? Currently, there is only an option to send invoice to e-mail address.
    Ashok 384 views 4 comments Most recent by AlexL April 25, 2019 8:51PM