Sales & Invoicing Technical Support


Discussion List

  • For tailored support, check out our chatbot, Mave, in your Wave account. You’ll first need to log in to your Wave account or sign up. Once you’re logged in, you’ll see Mave in the bottom right corner. Mave is the fastest way to get answers about using Wave 24/7. Our Support Team is available through Mave Monday to Friday from 9 a.m. to 5 p.m. Eas…
    AlexL Announcement Closed 19 views 0 comments Started by AlexL April 12, 2021 2:09PM
  • Hello, I am using factoring, I implemented accounts in Wave to record the transactions with the factoring company, but now I have the problem that I don't know how to register the payments to the my client's invoices. The only option I see is to register a manual payment, but if I do that I will duplicate the transaction, which results in artific…
    jmdiazfranco 22 views 1 comment Most recent by ktvim May 13, 2022 2:53PM
  • I cannot approve any of my invoices, even if I only select a customer and leave the items blank. I suspect something around the invoices index, since I deleted one invoice previously and that might have skewed the automatic indexing. Ben
    benjamin94 3 views 0 comments Started by benjamin94 May 13, 2022 3:51AM
  • I live in Canada and have a Canadian RBC account for my business. Plaid wont recognize my password and therefore i cant connect my business bank account to wave. I've reset the password 3 times and it still doesnt recognize it. I have no idea whats wrong. Can i have some support in getting this to work?
    Jasper 597 views 3 comments Most recent by Mindplay May 8, 2022 5:50AM
  • 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 709 views 19 comments Most recent by RedCapMarine May 6, 2022 11:22PM
  • Hi, I asked my bank (credit union in the US) if they charged any fees if I receive an ACH payment from a business client in Canada. My bank said the technically ACH is free, but that it depended on how Wave or Plaid handled international transactions. If it's wired, then my bank charges a fee. I can't find any information on how wave or Plaid te…
    reapnleap 11 views 0 comments Started by reapnleap May 5, 2022 9:29PM
  • I'm trying to figure out how to setup the invoice email so it defaults with some standard text rather than being blank. The email for receipt email defaults with some text but not for sending an invoice. Is there someplace to change this or would that have to be a new feature?
    RonP 2.9K views 40 comments Most recent by Paigettie May 4, 2022 2:37AM
  • How can I change the automatic numbers generated by Wave? It has the year in the Invoice title, so 2019 is still showing on my recurring invoices. How do I change this? I can't redo all my recurring invoices, clients have already entered credit card info. for automatic payments and I'm not starting over on that.
    curiouslight 68 views 3 comments Most recent by TheRealJenn May 3, 2022 2:14PM
  • For about 3 weeks, I have been unable to issue receipts to customers. After the payment has been recorded and the screen pops up to send receipt, when I click send I get the following error: "You’ve sent a lot of invoices today—nice going! To continue sending invoices from Wave, we need you to verify your email address. Please click the link …
    AkeemR 5 views 0 comments Started by AkeemR May 2, 2022 2:31PM
  • I have a client that paid a retainer and I followed the instructions here: When I record a payment to their invoice and I check my balance sheet it increases the liability in that account instead of decreasing it. I also can't quite figure out…
    Christine_B 11 views 0 comments Started by Christine_B May 1, 2022 8:58PM
  • Hello - from time to time my customers want to update their credit card information. Is there any way to send them to a page on Wave to do this rather than having to collect their new credit card info over the phone?
    11outof11 66 views 4 comments Most recent by CMWD April 30, 2022 5:29PM
  • Hello, I live in BC where tax rates are 5% GST & 7% PST. When I charge for Material and Supplies to a customer the cost I add to the invoice includes 7% PST, since this tax is not compound or recoverable. GST on the other hand is recoverable, so I have this added in my sales tax settings. I am unable to properly account for my cost & GS…
    Chanelle 9 views 0 comments Started by Chanelle April 25, 2022 7:54PM
  • The inline CSS for receipt sent out by email forces the logo to have a width of 180px. This is causing the logo to look humongous, low res and just ugly in those emails. style="margin:0 0 20px 0;width:180px" width="180" Can the dev remove this force width for logo appearing on receipt? Somehow, this issue does not affect all …
    r3homestaging 36 views 1 comment Most recent by r3homestaging April 22, 2022 11:37PM
  • Fairly new to Wave. As a DJ I can send either an estimate invoice for a quote or an invoice for a client I have under contract. My question is can I send an invoice for a security deposit and when the client pays it, add it as a payment made to the main invoice amount and subtract that from the total on the main invoice with the full amount? Basi…
    MarcusA 86 views 2 comments Most recent by AGK April 21, 2022 7:29PM
  • I have several Recurring Invoices setup and it seems that you have no control over the invoice titles that Wave creates for this type of invoice. Wave is actually taking the name of some of my other invoices and using that as my recurring invoice names. For instance, if one of my non-recurring customers is named MCDONALDS, then Wave is (for some …
    resorte 12 views 0 comments Started by resorte April 19, 2022 3:47AM
  • 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 2.4K views 31 comments Most recent by michellew April 16, 2022 6:32PM
  • Hi. Came across this thread which was closed with no resolution. I am currently experiencing the same issue. “Hi there , wave invoicing had been working fine up until a week or two ago , when I sent an invoice IÛªd always highlight send a copy to myself , for some reason it isnÛªt working anymore and I havenÛªt changed any settings” Please advi…
    RSSH 681 views 67 comments Most recent by CUTCHEY April 16, 2022 1:13AM
    ANGELVALENTIN 9 views 0 comments Started by ANGELVALENTIN April 15, 2022 5:58PM
  • Is it possible to customise the text in the invoice reminders? In particular, my reminders are showing my companies legal name as opposed to my trading name. I am a recruitment company in Ireland. Thanks in advance. Bob
    BobHoffman 30 views 7 comments Most recent by countyline April 14, 2022 1:44PM
  • The discount functionality is great, but only applies to one-off invoices. Please can you add the feature to recurring invoices.
    Bennie_G 58 views 3 comments Most recent by thesilentpartner April 13, 2022 6:17PM
  • Hi! I invoice about 20 customers with the very same invoices...same services, amounts etc.. do i have to do each one separately? is there not a way to invoice a batch of customers?
    KLDJ 1.1K views 16 comments Most recent by twoguystouring April 11, 2022 2:29AM
  • Hello, my payout is on Hold with Payout ID - VEN6G18S dated 10th/11th August 2020. Could you let me know when this will be processed to our account as it has been 2 months now? Thanking you, Harish Ramakrishnan
    harishr1986 5 views 4 comments Most recent by Ssurvivorwriter April 10, 2022 11:42PM
  • hi i have received a payment from customer in my bank account. then i recorded the payment against the invoice and the status is paid. now the customer requested for the refund and we are ready to refund as it is not utilized and there is a small bank charges loss . but we are ready to refund the complete amount to customer and we are ready to be…
    satish 134 views 3 comments Most recent by tplusfive April 10, 2022 6:00PM
  • Hello everyone i just want to ask if the recurring ACH payment is available in wave?Thank you in advance ...
    MotorAces 270 views 6 comments Most recent by jerrodc April 9, 2022 9:07PM
  • In my global settings, I have ACH Bank payments enabled, and credit card payments off. When I create a recurring invoice, I can either accept online payments or manual payments. In this case, enabling online payments allows credit card and ach payments, and manual payments allows neither. Why is the allow online payments not following the globa…
    tsmith 403 views 6 comments Most recent by jerrodc April 9, 2022 9:06PM
  • Hi, Probably a dumb question. I issued a USD invoice and received the exact amount in USD. My USD account is linked. I am unsure how to now link the received payment line item to that invoice. For CAD invoices this has been happening automatically. I have not done it, but so far I think my only option is to delete the payment received (whic…
    DaMan 63 views 9 comments Most recent by purplecarlos April 8, 2022 8:41PM
  • I am trying to categorize a payment as an invoice. The invoice (which is outstanding) doesn't show in the Payment received for an Invoice in Wave category. The client paid two invoices at once, my goal is to have one transaction, and then split it between both invoices. Is this possible, or is there a better way to accomplish this? Thanks!
    adrianmldn 7 views 1 comment Most recent by purplecarlos April 8, 2022 8:38PM
  • I had someone set up Wave for me. but I found out all the reoccurring invoices are not being sent out. thanks in advance for any assistance.
    midwestdesignfirm 11 views 0 comments Started by midwestdesignfirm April 7, 2022 7:55PM
  • It states on the website that for an additional fee you accept AMEX payments but when my client tried to pay me the system told her "this business doesn't accept AMEX", but AMEX wasn't listed in the icons next to the pay online button. I even enabled the other button for ACH payments but that didn't fix it either. When I entered her ca…
    Lindsey 12 views 2 comments Most recent by Rodrigo_S April 5, 2022 12:27AM
  • Hi! I have been having issues with recieveing the copies of my invoices to my primary email. To try and solve it I deleted the primary email and then re add it to my account. I now am not recieving the verification code to activate the email. Please help!
    owenspencer 33 views 6 comments Most recent by Lize_Stander April 4, 2022 1:23PM
  • download doesn't work anymore. I don't have a logo and
    szoliver 17 views 0 comments Started by szoliver April 3, 2022 3:52PM