Sales & Invoicing

 
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Discussion List

  • I apologise as I expect this has been discussed many times. What are the main tools and software I need in being to process payments. My Broadband provider can provide me with a payments system but tells me I need to be able to connect it to something like SagePay software as well. If this something that Wave has in its offering and how does …
    AJTHEPA 14 views 1 comment Most recent by JordanFromWave November 19, 2018 10:10PM
  • All of my sales are cash which I record as Cash on Hand, Some expenses I pay with cash on hand, some with credit card and some through my bank account. When i record my receipts I allocate the receipt based on how I paid for the purchase. I can't figure out where I can enter the deposits i made to my bank account as well as payments I make t…
    Bonnie_67 39 views 6 comments Most recent by JordanFromWave November 19, 2018 6:56PM
  • Hello, How is it possible to display the amount in words in invoices? Currently only "Amount Due :" is displayed which is numeric
    UHRP3 12 views 2 comments Most recent by UHRP3 November 19, 2018 10:01AM
  • I own and Amazon web store that purchases merchandise from other websites with a credit card that's connected to Wave. How do I record or categorize those expenses? Thanks!
    TedStevens 29 views 0 comments Started by TedStevens November 18, 2018 9:08PM
  • I own an unattended automatic car wash. How do I input daily sales without having to create a customer or invoice?
    jubalr 15 views 0 comments Started by jubalr November 16, 2018 5:30PM
  • Quick two questions. After I logged back in after hearing about the recent announcements. I am interested in the checkout functionality - will this come to the UK? Also, I see on the website that it now says Wave payments. When I log in it still has my stripe account attached. I don't mind as they are the same transaction fees. But is this f…
    Wavergmail 26 views 0 comments Started by Wavergmail November 15, 2018 9:38PM
  • Hi Wave, How does one pick "LLC" as their "Type of Organization", as it's not listed among the 3 options I'm seeing (i.e., Sole Proprietorship, Partnership, or Corporation)? If there's no way to select LLC, what do you recommend selecting instead assuming the organization is an LLC that's disregarded to an S Corp? Note: S Corp only has one s…
    HOSPM 70 views 8 comments Most recent by HOSPM November 14, 2018 10:58PM
  • HOW TO CREATE DELIVERY ORDER, PURCHASE ORDER AND QUOTATION?
    Cornerstone_sg0423 29 views 1 comment Most recent by Brent_Ontrax November 14, 2018 10:31PM
  • 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 28 views 5 comments Most recent by Brent_Ontrax November 14, 2018 10:11PM
  • Hi All, I have an open invoice and the correspondent payment is in my transactions. When I click in "Payment Received for an Invoice in Wave", I cannot see the correspondent invoice, and both have the same value. What could be wrong? thank you
    dasigrist 20 views 2 comments Most recent by dasigrist November 14, 2018 9:16PM
  • Is there a way to view reminders that have been sent to clients? I thought I setup automatic reminders, but I can't remember, and I don't want to manually send a reminder for payment if the client already just received an automatic reminder...
    PackWeb 34 views 12 comments Most recent by pianoteacher November 14, 2018 6:24PM
  • Is it possible to change the wording of your payment reminders?
    Mika_9 216 views 8 comments Most recent by pianoteacher November 14, 2018 6:23PM
  • I'm new to Wave. I'm new to accounting. I'm new to business. So I've bought something from a company and they invoiced me for it. I paid that invoice via a bank transfer. I have uploaded the bank statement in Wave and it shows as an outgoing transaction. Question: how to I... explain that, in Wave? In my mind - I attach their invoice to that…
    serlox22 10 views 1 comment Most recent by serlox22 November 14, 2018 11:45AM
  • I made a mistake on an invoice I already sent to a customer. Is there a way I can correct the mistake and resend the invoice to my customer from my mobile phone app?
    ATidyTucker 11 views 1 comment Most recent by Ryan_W November 13, 2018 4:35PM
  • Hi Everyone, New kid on the block, and loving how simple Wave is for setting up! One question I can't seem to track a solution for. I will be taking most payments by direct deposit / bank transfer. So, what's the best way to include my details on an invoice? Typical invoice format would have them at the bottom, in the footer. If that's where…
    siege 23 views 0 comments Started by siege November 13, 2018 8:33AM
  • I am in the resort scuba diving business. So for one i work with online hotel agents like Agoda.com, Booking.com and Expedia.com. I also work with my own online travel agency for my own bookings. I had an idea of using Assets (Money in Transit) for these things. This because i get paid on a monthly basis from the hotel agents. And also a lot of…
    Jesper666 163 views 15 comments Most recent by Jesper666 November 12, 2018 11:55PM
  • Hi, I am self employed and have two income streams. They both come into the same bank account for my tax return information. Is there a way I can separate the two out so I can just concentrate on the profit and loss of one of the income streams, without having to delete the other one? Thank you!
    InkSmudge 12 views 1 comment Most recent by JamieD November 12, 2018 4:28PM
  • Hi My client is a designer and when she raises an estimate she likes to break down the areas she is designing. E.g she would have Dining Room as a sub heading and then under that would be the furnishings listed with price etc then she might have Study, then under that would be the furnishings etc listed with price . At the moment we just put Dini…
    southambookkeeper 22 views 1 comment Most recent by JamieD November 12, 2018 4:17PM
  • I had a customer bail on payment after service the was completed. Do to their situation, I am understanding and willing to take the loss on it. I still need to have the invoice and nonpayment for the record, but I am annoyed by it being at the top of my invoice list. Chat support has no solution, but I am sure someone else has encountered this. Do…
    pacotm 18 views 1 comment Most recent by chrishall57 November 12, 2018 2:50PM
  • Hi all I have a customer who wants a printed invoice as she does not have a computer/printer how do you print an invoice in wave? thank you
    Kararthur 31 views 1 comment Most recent by Kararthur November 7, 2018 3:59AM
  • How do you add a contact email address to header/contact section of an invoice? There's a field for url, mobile phone and fax, but I can't see where to add an email address without poaching a field that's meant for something else.
    SteveR 18 views 5 comments Most recent by cbux November 6, 2018 6:44PM
  • Hello, I was wondering if there is any report that shows invoices and bills using the due date instead of invoice date. E.g If I create 2 invoices Invoice 1 Invoice Date: 2018-09-31 Invoice Due; 2018-10-31 Amount: $1,000 Invoice 2 Invoice Date: 2018-09-31 Invoice Due; 2018-11-31 Amount: $1,000 Is there any report that will …
    derrick123 16 views 2 comments Most recent by derrick123 November 5, 2018 11:35PM
  • Hello, I need to assess a membership fee to everyone at once. So I need to the ability to take a Product I have created (the fee) and create invoices for all of my customers at the same time. Please tell me this is possible and I don't have to individually create an invoice for each customer?? Thanks!
    sidefly 20 views 1 comment Most recent by JamieD November 5, 2018 9:35PM
  • a client is endeavouring to make a credit card payment and keeps getting the error message for the past hour An unexpected error occured. Try again in a few minutes. The card is fine,
    spiz 110 views 13 comments Most recent by JamieD November 5, 2018 6:48PM
  • Ok, So I hunted thru wave's forum and couldn't find anything specific to my question. So here ya go: I own a pool service company that I use different software for to invoice those customers and I use wave just for the book keeping. My question tho is this: if a customer pay mens say $85 and the stripe processing fee is $2.77, I get a net depos…
    trav2001 58 views 4 comments Most recent by trav2001 November 4, 2018 9:40PM
  • I am hoping someone can help. I am a photographer, and a fully paid photo session has been cancelled, so I must refund the payment. I have followed advice I have seen online, in that I have gone to Accounting -> Transactions -> Add Expense -> and selected the client's invoice under the category 'Refund to customer name' I have put the ref…
    graceelizphoto 34 views 1 comment Most recent by graceelizphoto November 3, 2018 11:39AM
  • I have recorded my expenses as per the instructions - Claim reimbursable expenses on an invoice (https://support.waveapps.com/hc/en-us/articles/115000588103-Claim-reimbursable-expenses-on-an-invoice). I now want to prepare an invoice (with my reimbursable expenses). How do I know which amount to charge? I have found an automatic way for the fi…
    bbwacker 18 views 1 comment Most recent by Charlotte November 2, 2018 11:47PM
  • I haven't encountered this anywhere within Wave, so I wanted to see if this was on the roadmap or a possible upcoming feature. Is there an option to submit payments via Wave? For instance a Bill Pay system? Currently I'm entering my bills in Wave, going to my Bank's bill pay system to pay them, and then going back to Wave to state they have been p…
    mhermsen 13 views 1 comment Most recent by Samd November 2, 2018 8:44PM
  • I have two accounts: one in USD and another in CAD. I received a payment in my USD account (e.g $10 USD). I then transferred the amount to my CAD account (e.g., $13 CAD). In Wave, I now have the following: Income - $10 - USD Account Expense - $10 - USD Account Uncategorized Income - $13 - CAD Account So, as you can see, the income g…
    joelg 25 views 1 comment Most recent by Samd November 2, 2018 8:15PM
  • Is there a way to add expenses to an invoice? I would like to add my managers commission as an expense to my invoices. I currently have it as a "Sales" and enter it as a negative amount, (-0.00), and it shows up like that in my income report. It just seems more sense to have have it as an operating expense on my income statement.
    CANONBALL 18 views 1 comment Most recent by Charlotte November 1, 2018 2:58PM
 
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