Sales & Invoicing

 

Discussion List

  • I am trying to add a payment to an invoice. The only 2 payment account options I get are cash on hand and owner/investment drawings. I have added a new account, but it does not shop up in the dropdown as an option. Please help.(Image)
    karinv2 38 views 1 comment Most recent by ZoeC April 2, 2019 7:56PM
  • JunJun
    Hi everyone, This is my first post ever! :) Please let me know if I should be following a different format for posts or anything like that. I work as a Registered Massage Therapist in Toronto, Canada and I'm trying to figure out if Wave can handle my invoicing needs. One of the clinics I work at is pretty straightforward. I invoice them for a c…
    Jun 13 views 0 comments Started by Jun April 1, 2019 8:40PM
  • All of my invoices and the deposits from Wave Payments are showing as Sales in my Reports basically doubling my income on my reports. Here is what I have tried based on what I've read in other discussions: * I tried but I can't merge the invoice payment and the wave deposit. It says they have to be from the same account. (One is Payments by Wave …
    mcullison 41 views 1 comment Most recent by ZoeC April 1, 2019 5:44PM
  • I mistakenly linked the incorrect invoice to a payment in 'Transactions'. Is there any way of removing the payment & invoice link without deleting the transition?
    ElevationTECH 10 views 1 comment Most recent by ElevationTECH April 1, 2019 4:05PM
  • Is it possible to cancel an invoice that I have already approved and sent to the client? The situation is as follows: a travel agent booked a room for a customer for two nights and I sent the invoice (not yet due). A month later they changed the booking to three nights. I sent a new invoice for the extra night. Now they inform me that they want on…
    Therese 890 views 5 comments Most recent by MerlinAccounts_UK March 31, 2019 2:10PM
  • I think there should be a way to register non paid invoices which never won't be paid so they are out of the list definitely. Is there a way that I cannot find? How do you do it in this case? Many thanks!
    Wordsellery 254 views 5 comments Most recent by Andra March 28, 2019 8:16PM
  • Hi Rahim I saw that there was a few discussions on delivery notes not part of Wave. It is also crucial for our business and we really consider moving to Wave as our accounting system. A delivery note, should be really easy … just as you convert an estimate to an invoice, I think you could convert an invoice to a delivery note as well. The major d…
    Bernice 102 views 1 comment Most recent by JamieD March 27, 2019 2:13PM
  • I've taken over the accounting for our Scout group and am having some trouble when it comes to categorising invoice payments. Once I see the payment for an invoice in the bank I can then record a payment in Wave and all goes well. When I go into the transaction in Wave the category is listed Invoice #XXX | Payment from Payee. I can change the c…
    Travis 21 views 1 comment Most recent by AlexL March 26, 2019 7:13PM
  • Is it possible to sub total parts and sub total services when invoicing?
    GilsMarineEngine 22 views 3 comments Most recent by AlexL March 25, 2019 5:18PM
  • When trying to process card payment I get this error message..... 'There was an error submitting the payment. Please check your information and try again.' This has now occurred on two occasions with two different customers and also they couldn't pay through the Wave Invoice. Any advice appreciated, thanks in advance
    Leir001 24 views 4 comments Most recent by Leir001 March 21, 2019 6:17PM
  • RMPRMP
    Hi I didn't have the wave app until a second ago. But i have been using the desktop version for some time. Currently in a battle with a customer who hasn't paid for over a month and she says she didn't receive the invoices or reminders. I sent them through wave and even selected the option to send a copy of the invoice to myself. Howeve…
    RMP 34 views 1 comment Most recent by Samd March 21, 2019 5:12PM
  • Am new to this and whilst inputting customer details I need to have an opening balance as they have credit with us. How do I do this so it is clear on their statement
    nutnut 36 views 2 comments Most recent by nutnut March 20, 2019 7:51AM
  • Is it possible to split and recategorize payments in the transactions list? Most of my payments include different categories, like expenses, in addition to the income. But when I try to split or recategorize it changes the invoice status to not paid.
    zakray 48 views 7 comments Most recent by Ryan_W March 19, 2019 10:47PM
  • I have card details stored for this customer and took a manual payment - but I should have left it to do the payment automatically on the due date. I've refunded the customer via Stripe - how do I now mark the invoice as not paid so it'll take the payment on the due date?
    Patabugen 45 views 8 comments Most recent by JamieD March 19, 2019 10:21PM
  • Is it possible to rearrange items within Estimates? I see the option for Invoices but not for Estimates. It's really frustrating having to remove items and add them back just to have everything in my preferred order.
    chrisP 258 views 7 comments Most recent by JamieD March 19, 2019 9:49PM
  • AmyAmy
    I have generated an invoice for my customer and he has paid up. How do i generate a receipt (same formatting as Invoice but document with title “Receipt”) for him as proof of payment?
    Amy 1.4K views 6 comments Most recent by Ryan_W March 18, 2019 10:47PM
  • Hi, I have uploaded a couple of receipts today onto my IOS app expecting that these would stay processing for a while and then show up as usual with the name of the supplier (read through OCR) and the amount. However this did not happen today. All the receipts came in blank (no name of merchant) and the amount remained 0. The receipts have all bee…
    matcas 12 views 0 comments Started by matcas March 18, 2019 8:15PM
  • oleole
    Hi There. Ive just printed an invoice out and its so small I can't even read it. How do I make it bigger before I send to client?
    ole 25 views 1 comment Most recent by Ryan_W March 18, 2019 8:08PM
  • In my Profit and Loss Report, I have both bank transactions and invoices that are manually entered as "client- income" showing up twice, and therefore doubling my income. How do I link these when I manually mark an invoice paid so they don’t appear twice? In other words, what is the best approach to manually marking invoices paid when th…
    Rachellh123 42 views 1 comment Most recent by Ryan_W March 18, 2019 6:42PM
  • I receive payments for which no invoice has been raised. How do I generate a receipt for this?
    wbanz 21 views 1 comment Most recent by AlexL March 18, 2019 6:20PM
  • Is there a way to get an email when final payment is due?
    Laurie_6425 9 views 1 comment Most recent by ZoeC March 18, 2019 5:12PM
  • Hi Guys, Wondering how we can integrate or merge invoice payments which we submitted as Cash on Hand to reflect E-Transfer payments which we received directly to our bank. The payments are showing as duplicates for our Sales and causing a conflict with our imported bank data. We don't want to delete the invoice or e-transfer payment and not sure…
    sixlabel 27 views 1 comment Most recent by Samd March 18, 2019 3:01PM
  • Hi Wave, Is there a way to let my sale agent to view& edit only his own quotation or invoice? Admin can manage all quotation and invoice. But sales agent can only manage his own quotation and invoice.
    Veeco 17 views 1 comment Most recent by Ryan_W March 15, 2019 11:43PM
  • Hi there, i have only a couple of customers that i invoice but each invoice i send to them contains the same items just with different costs attached and chronological invoice numbers for each client, How can i create templates for these, so i don't have to sit here and add 16 items in the correct order each week?
    bagger36 25 views 3 comments Most recent by JamieD March 15, 2019 4:32PM
  • Can anyone tell me hue king it takes to receive payment from stripe? I’ve received two payments and it’s saying a date I will receive in my bank but it’s over a week away...
    zoesblooms 15 views 2 comments Most recent by Ryan_W March 14, 2019 11:50PM
  • I am in the service industry and I had a customer pay me $25 over what the invoice is as a tip and now it shows I owe money back. I there a feature that can be added to the invoice?
    LisaDiane 19 views 1 comment Most recent by Ryan_W March 14, 2019 11:48PM
  • So each month a few customers get an automatic recurring invoice from me. Most pay by standing order, but one likes to use a credit card to pay. Each month he clicks the checkbox that asks if he wants to save his details to enable automatic payments, but still I cannot take automatic payments from him and it's beginning to annoy him. I use Stripe…
    Mr_MELT 13 views 0 comments Started by Mr_MELT March 14, 2019 8:47PM
  • New to the software. I have issued my first invoice and received payment into my bank account (which is connected to wave) I acknowledged the invoice has been paid - which has accounted the income When my bank account synced it acknowledged the deposit My income is now showing the actual deposit, and the 'paid' invoice how do i eliminate the d…
    Soleinput 38 views 5 comments Most recent by JamieD March 14, 2019 7:10PM
  • Hi everyone! My question is two fold: I do many invoices per client per month and they prefer to receive a monthly statement, in stead of each invoice separately. Is there any way to send bulk statements to all my customers with invoices outstanding? (At the moment I go to each client and send a statement - it takes forever...) Then, when I rece…
    Melaniedv 20 views 1 comment Most recent by JamieD March 14, 2019 4:41PM
  • I wondered if you could help me find a way to mark invoices as paid without there being an actual income written on the account? The nature of our business means that we invoice our tutors for a commission for their private tuition work. These same tutors also get paid for other assignments direct through us. We tend to then deduct the payment d…
    RachelAtkins50 48 views 0 comments Started by RachelAtkins50 March 13, 2019 1:50PM