Sales & Invoicing

 
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Discussion List

  • I've 2 businesses servicing the same customers. Does anyone know if there is a way of avoiding a double workload? Can I just import from one company to the other? So far I can't seem to find a way.
    birdie 3 views 0 comments Started by birdie January 29, 2019 10:22PM
  • Is there a way to apply a payment to multiple invoices? Some of our customers aren't required to pay day of and if they get another invoice before they pay then we just get the one payment to cover multiple invoices. The Customer Statement shows the correct balance but previous invoices are still marked unpaid and the details on the Customer State…
    LSalke 48 views 4 comments Most recent by schexnailder January 29, 2019 9:52PM
  • JinJin
    Why does our dashboard record all of the invoices rather than the money actually collected? For example, if an invoice is sent out on Jan 1 for $200 and $100 is received on Jan 5 and the balance is paid on Feb 1, how is the money recorded?
    Jin 12 views 0 comments Started by Jin January 29, 2019 4:50PM
  • 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 25 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 15 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 38 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 40 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 22 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 2 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 16 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 24 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 5 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 49 views 6 comments Most recent by pixelstuff January 24, 2019 5:55AM
  • 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 23 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 12 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 497 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 50 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 51 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 25 views 3 comments Most recent by Ryan_W January 21, 2019 9:51PM
  • 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 60 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 15 views 0 comments Started by Seamus January 19, 2019 2:24PM
  • How can I restrict a contributor to creating invoices only?
    Waver_girl234 2 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 988 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 4 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 24 views 1 comment Most recent by ailsa January 18, 2019 3:34PM
 
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