Sales & Invoicing


Discussion List

  • Hello, I have a photo booth rental company and I just had a customer cancel due to weather. I refunded them their payment less deposit. My invoice now shows a payment due. How can I close this invoice without deleting it altogether? Thanks for your input!
    circlegphotos 3 views 0 comments Started by circlegphotos January 16, 2019 4:25PM
  • Hi there, Just wondering if there's a way to select multiple invoices and send them to the same customer all in one email, rather than as individual ones?
    alistairm 47 views 3 comments Most recent by mahout January 15, 2019 3:13PM
  • Hi, I created an invoice via Wave and the client paid via PayPal. The invoice was for £124.50. The PayPal funds that appear on my bank statement is £120.07 leaving me with merchant fees of £4.43. When I select the £120.07 that appears on my statement, I try to mark it as the invoice of £124.50, split the deposit with merchant fees to make…
    customlogoshop 35 views 5 comments Most recent by theghca January 14, 2019 9:38PM
  • Am I correct that pending credit card payments used to show on the Dashboard? It's been a while since we've been paid by credit card, but we've received a few credit card payments recently and they're buried somewhere in the menu instead of being front and center the way I remember. Is this something that has changed, or part of the recent bug, or…
    HandymanHeadlee 23 views 0 comments Started by HandymanHeadlee January 12, 2019 4:45PM
  • I'm wondering how to go about a scenario. I sent my tenant an invoice through Wave for his rent figuring it would help keep records for his tenancy and manage receipts for rent payments. Unfortunately he has now gone in and set up auto-pay for his rent after I kindly asked him to pay by check or money order only. You would think I could just discu…
    incloud 15 views 2 comments Most recent by incloud January 11, 2019 3:54PM
  • Hi all. I am new to Wave and to the Community. I am not currently using the payments module. Is there a way to manually mark an invoice as paid ? Cheers, Rob
    Rob_Malyn_1 165 views 1 comment Most recent by Reza January 10, 2019 8:38PM
  • Hi, I'm unable to find a way to export all invoice data, am I going crazy?
    SWMarsden 12 views 1 comment Most recent by Rahim January 9, 2019 9:51PM
  • Hi, I'm completely new to Wave! Can I record jobs against a particular client through the month, then at the end of each month generate an invoice that includes all of those jobs?
    AC Present 3 views 2 comments Most recent by ReneJ January 8, 2019 6:22PM
  • Hi everybody I would like to use the wave for monthly payments. So I will create 20 Customers and send them a monthly recurring invoice. Is there a way to send them outstanding balance also? For example, let's say the invoice is $50. If someone doesn't pay on January, then the February's invoice should be 50 + 50 outstanding balance and March…
    chrys 47 views 3 comments Most recent by chrys January 8, 2019 7:38AM
  • Hi, i generate around 400 invoices a month. is there an easier way to mark them as paid other than clicking on each individual invoice one at a time? any help would be very appreciated! thank you in advance.
    NextLevelDetail 38 views 2 comments Most recent by NextLevelDetail January 7, 2019 7:58PM
  • I'm starting to convert my non-profit from QuickBooks to Waves, and I'm unable to see an answer to this question. I'd appreciate any help. I entered invoices for member dues and payments on the invoices when the members made payments. These show up as deposits in my view of banking transactions. Then, when Waves updated my banking information by …
    DeanSurkin 14 views 1 comment Most recent by DeanSurkin January 6, 2019 10:38PM
  • I tried searching for my question in existing threads so apologies if this is a repeat. How do I enter income/payments that aren't a "sale" exactly, or more to the point, don't have an invoice? The precise situation I have in mind is as follows: I put on a ticketed event and sell tickets through EventBrite. Tickets are $12 each and EventBrit…
    lzr9000 28 views 1 comment Most recent by Charlotte January 4, 2019 2:58AM
  • Hi, Fairly new on this wave app so i was hoping one of you lovely people can help, We are a commission based company, i was hoping to track and record that in Wave, is there a way of doing so? Thanks Z x
    Zee101 24 views 4 comments Most recent by Ryan_W January 2, 2019 7:17PM
  • I have seven products and need to track which ones are the best sellers and which ones are the lowest in sales. How can I do this? Its critical for business decision making.
    Stokes 24 views 2 comments Most recent by Ryan_W January 2, 2019 4:24PM
  • Hi. I'm new to Wave and am trying to determine if it is a good fit for me as a handyman/contractor. Typically, my invoices for service calls show the reason for the call and then the description of work done. It seems I must create a "product" for each job, as each job will be unique in description and in price. This will result in hundreds of …
    AffordableFix 37 views 4 comments Most recent by Ryan_W January 2, 2019 3:05PM
  • Hello. I'm switching from QB Online to Wave, and typically in my business (onsite IT guy) I get paid immediately. So (among other questions I'll have) how do I email my client a copy of the receipt? Thanks.
    ChiefGeek 13 views 1 comment Most recent by Ryan_W December 31, 2018 8:13PM
  • I have a client that is paying a recurring invoice by credit card. He would like to do it by ACH. I know I can switch to manual payment then he could use the bank routing and account numbers to do ACH, but will he be able to set this up so it will be paid automatically like the credit card does now?
    petes 39 views 1 comment Most recent by Erik December 28, 2018 6:55PM
  • Hi. Wondering the best category to use for local, state, and federal taxes. Thanks!
    NEWLLC 16 views 2 comments Most recent by bensheldon December 28, 2018 5:14PM
  • I have a customer with a credit invoice which represents an advance payment. This same customer has another open invoice for a charge for products that were delivered. I recently generated a statement for all unpaid invoices. The credit invoice fails to show up on the statement. As the credit as yet to be applied against the open invoice of the pr…
    ScottSilverstine 2 views 0 comments Started by ScottSilverstine December 28, 2018 1:30AM
  • In posting a vendor's invoice we are not give the option to input the vendor's payment terms. Wave allows one to input the due date. But what if the vendor allows a 2% discount if payment is tendered in 10 days after the invoice date? Wave does not provide for these types of vendor payment terms. I am wondering how other Wave users handle such ter…
    ScottSilverstine 33 views 2 comments Most recent by ScottSilverstine December 28, 2018 1:25AM
  • I'm a new Wave user working for a construction company. We ask for a 20% deposit, then a 50% on day 5, 25% on day 10 and balance on the final day of the project. Because the payment due dates are based on work done, the dates need to be adjustable, and obviously the amount changes too. What is the best way to create an invoice for this?
    CAScreator 15 views 2 comments Most recent by CAScreator December 27, 2018 8:17PM
  • Hi, I have hired an outsourced sales agency to manage our outbound sales and our agreement is a commission percentage based on invoiced sales. We sell products from a few dozen suppliers and they are paid a commission on most but not all of them. I wanted to know if it was possible to do any of the following: 1 - Automatically generate a "bill" b…
    Sherifzakius 13 views 1 comment Most recent by JordanFromWave December 27, 2018 5:14PM
  • Hello, In the section 'Business Address and Contact Details' there is no possibility to add a VAT number. This is mandatory for me to put on my invoices by the law of my counrty. Thanks in advance. Regards,
    yannick 4 views 1 comment Most recent by Samd December 26, 2018 9:15PM
  • I am an independent contractor, working as a truck driver (not an owner/no major capital equipment & payments.) I drive from A to B, buy fuel, pay for permits, etc. The company pays me a Cents Per Mile rate, plus a "fuel surcharge"/partial reimbursement. When I arrive at that Point B, the company calculates a Contractor Settlement and forwa…
    Errolv 25 views 1 comment Most recent by Errolv December 26, 2018 2:36PM
  • When I enter receipts from expenses that I charged on my credit card how do I enter the payment made to these said expenses. Doing a transfer does not work as i have been told to do in the past because I am paying the amount owing to the card in a lump sum and not for each individual transaction therefore, the amounts don't match. When I enter the…
    Bonnie_67 41 views 3 comments Most recent by eliteacchk December 26, 2018 1:37PM
  • Hi all, Firstly, I have 2 rates of Tax: 13.5 / 20 (And they are named that!) After paying my monthly Sales Tax to Government (it's paid in one lump, regardless of the amount I received at each rate) I notice, when I go to Accounting => Transactions => Add Expense => Category => "Sales Tax Payment to Government", I notice 'Sales Tax…
    SortIT 67 views 6 comments Most recent by SortIT December 25, 2018 1:59PM
  • I have recently activated Credit Card payment on my wave account. It worked great for the first 2 transactions then over 2weeks ago Stripe decided to hold my money back while they invest my integrity. No indication of the freeze on my account and I have had no luck to date as why they can’t release my funds. Does this kind of thing happen a lot wi…
    Lennox_Tradie 21 views 4 comments Most recent by Erik December 20, 2018 7:44PM
  • I researched before asking this seemingly dumb question. In order to received an (email?) alert an invoice has been viewed is there something that has to be done like a setting or will Wave automatically do that? Thanks in advance
    Durvana 83 views 6 comments Most recent by Rahim December 20, 2018 7:33PM
  • I have a client that pays me by bank payment. The last time he paid me the funds never reached me, and I got an incorrect bank information message. He had to go back and re-enter the information at then it work. Same information he put in before. Now another client has the same problem, except when he payed the invoice the money was put into …
    dmcfarlan 16 views 1 comment Most recent by Erik December 20, 2018 7:00PM
  • When a Wave invoice is settled via Stripe, Wave creates a transaction entry like this: Dr. AR/ invoice no. Cr. Money in Transit This entry is locked and cannot be edited. Fair enough - since the client has settled the invoice in full and so a little automation helps. The problem comes when Stripe pays into the bank account. I get a trans…
    eliteacchk 19 views 1 comment Most recent by Erik December 20, 2018 6:27PM