Sales & Invoicing

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  • 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 46 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 26 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 5 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 His bank called him because WAVE FINANCIAL kept trying to access his account AFTER the payment has already been withdrawn.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 19 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 26 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 7 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 124 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 29 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 13 views 0 comments Started by jcsumlin January 22, 2019 6:10PM
  • 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 70 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 19 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 121 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 5 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 30 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 80 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 18 views 0 comments Started by Seamus January 19, 2019 2:24PM
  • How can I restrict a contributor to creating invoices only?
    Waver_girl234 3 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 32 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 1.2K 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 9 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 25 views 1 comment Most recent by ailsa January 18, 2019 3:34PM
  • Paying vendors for goods and services with a credit card is common. How does Wave Handle this use case? I want to be able track my vendor purchases - see how much I have purchased from OfficeDepot. So the expense needs to be associated with the vendor but the payment associated with the credit card. Does Wave provide a guide for this use case?
    Barry8Schneider 21 views 1 comment Most recent by Laura_Kavanagh January 18, 2019 12:17AM
  • Hi! Wave newbie here. On any given week, I have multiple customers--some recurring, some one-time service users. I'm going to set up my repeat customers as a CUSTOMER, but what about my one-timers? Should I create a CUSTOMER sale for them or make a transaction only? To give you an example: In a 5 day work week, I can have up to 25+ customers …
    Tish518 16 views 1 comment Most recent by Kirk January 17, 2019 11:17PM
  • Hi there everyone! We have a dance and drama academy and just started using Waves to do our accounting. I have to re-create the last 6 months of invoices for each of our students, and then record the payments. Simple enough most of the time. But here is the scenario I haven't figured out how to solve: We send an invoice monthly. One month, Stu…
    LimitlessArts 49 views 1 comment Most recent by AndyFromWave January 17, 2019 10:38PM
  • Had an Invoice paid 5days ago, how long does it take to clear to account.
    Ashkeo20 6 views 0 comments Started by Ashkeo20 January 17, 2019 9:16PM
  • Hello, what does Skip Sending do? Does it just Skip sending the email? It seems like the Invoice is still posted on the Customers Portal even if Skip Sending is pressed. I guess I will need to leave Invoices in Draft state until I am ready to send?
    tekfranz 6 views 0 comments Started by tekfranz January 17, 2019 3:24PM
  • I'm in the rental property business and it is often that we charge late fees for rent not received by the 5th of each month. It would really be nice if the late fee would auto add. I use freshbooks which does this and also been a quickbooks user for years. I came across Wave and would like to continue use but didn't realize such a simple featur…
    Goff Poll 293 views 7 comments Most recent by UHRP3 January 16, 2019 4:32PM
  • 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 4 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 63 views 3 comments Most recent by mahout January 15, 2019 3:13PM