Sales & Invoicing

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  • 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 29 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 39 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 8 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 29 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 27 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 14 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 13 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 71 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 280 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 30 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 29 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 24 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 8 views 0 comments Started by TXGlamCEO February 15, 2019 12:38PM
  • hello how to we create a total column for the Qty
    jamshid 7 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 21 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 152 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 48 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_ 17 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 14 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 58 views 5 comments Most recent by NeilR February 14, 2019 10:34AM
  • I currently use invoicely and would like to switch to wave. I’m happy importing my customers, but wondered if I can import my invoices? Any help would be appreciated
    RJWSolutions 54 views 3 comments Most recent by PaulC February 13, 2019 5:18PM
  • It is difficult to talk, chat or contact someone from Wave. How do you set up or edit the way you are to receive payments?
    Cesarparra1 22 views 1 comment Most recent by Charlotte February 13, 2019 12:33AM
  • Hi guys I'm new to wave, I just did my first invoice and have sent it.. but I'm not sure if it has sent as there is nothing in my yahoo sent box. Also when I look at the invoice is says sent am I suppose to have an email in my yahoo ? HEEELLLPPP PLEASE
    Lenna 18 views 1 comment Most recent by Erik February 12, 2019 7:33PM
  • Hi Can anyone tell me if it is possible to move sales from one account/Business to another withing same user platform?
    Alan123 18 views 1 comment Most recent by Katie_Silkina February 12, 2019 6:23PM
  • I want my name to show in the subline of the email (right now the name of my company shows 3 times). I don't care witch one of they I can edit, but I will like my name to also show in this part. Also, I will like to change that here if it is possible. Please advice and thanks, Agustin
    agustint 13 views 1 comment Most recent by Katie_Silkina February 12, 2019 6:07PM
  • Is there a methodology for invoices that are sent to tax-exempt entities (churches etc.)? How do I wave tax on those invoices? What do you do?
    plockerman 19 views 1 comment Most recent by Sophia February 12, 2019 5:49PM
  • Hey Everyone, Before when I created an invoice, when I clicked on the "More Action" button on the top right of the screen I used to have more options from the dropdown, eg I no longer see "Create recurring invoice" nor "Duplicate". Were these options taken away from that dropdown "More Action" menu?
    fjuman 25 views 6 comments Most recent by Katie_Wave February 12, 2019 4:39PM
  • Is there a way to print an invoice without the URL being printed at the top of the page?
    ademarco 5 views 2 comments Most recent by ademarco February 12, 2019 4:30PM
  • Hello, can I change a quantity from pcs, boxes,.. to kg, hours etc.. or I have to put services on one invoice and items on another, or put a notice in explanation?
    Cartmann 6 views 1 comment Most recent by amandak February 12, 2019 3:48PM
  • Hello, I need to be able to provide proof invoices were sent to a customer's email address directly and that they were opened by the customer on their end please. This is a police matter and I require an urgent response to this request please.
    Victoria 14 views 1 comment Most recent by amandak February 12, 2019 3:17PM