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 6 views 0 comments Started by AlexL April 12, 2021 2:09PM
  • Hi. I badly need help. We have this AFC - Association Dues account where we put all of the advance payments for association dues of our clients. When we create invoices with an association dues on it, what we do is apply and consume what's on the AFC - Association Dues account. Before, every time I click the 'Record a payment' and choose between …
    Christel 42 views 3 comments Most recent by UnifyRealty September 17, 2021 5:49AM
  • When my customers try to input their credit card information to pay their invoices Microsoft Defender Smartscreen refuses to let them put it in and claims that it is linked to Phishing.
    AsheOHara 229 views 21 comments Most recent by Hostfortress September 16, 2021 10:17PM
  • Does anyone know how to allocate 1 check received from a client to 2 outstanding invoices? My client didn't pay the first invoice until the 2nd one was received and then wrote a check for both invoice amounts due. Thanks!
    VGFC_2016 11 views 2 comments Most recent by VGFC_2016 September 16, 2021 7:06PM
  • Hello everyone i just want to ask if the recurring ACH payment is available in wave?Thank you in advance ...
    MotorAces 162 views 4 comments Most recent by sean_d September 16, 2021 5:54PM
  • Hello, I do monthly recurring billings and sometimes receive payment prior to the date the recurring invoice is scheduled to send. Is there a way I can post the payment before the invoice generates so that the invoice amount due shows as zero when issued. Thanks so much for any assistance.
    KimW_82 13 views 0 comments Started by KimW_82 September 9, 2021 8:00PM
  • When I click the "Turn on payments" button, I get the following error message: Your Wave Payments account cannot be turned on at this time. Please contact support to get additional help. Any pointers?
    Bonteq 191 views 16 comments Most recent by BTT September 9, 2021 7:37PM
  • If a customer pays and invoice by credit/debit (not wave payment) or check and I manually record a payment, the payment will show up in transactions as payment from the customer. How do I reconcile the cc payments and check deposits to the individual payment. The cc payments are made randomly to my bank in one lump sum, and I make deposits at the…
    Hassiekay 44 views 6 comments Most recent by Vizou September 9, 2021 3:27PM
  • I'm trying to set up payment processing in my "test" account, but keep getting hte message: "Wave Payments cannot be turned on at this time. Please contact support to get additional help." Contact just brings me to a general questions page that's not providing any assistance or answers.
    Nate 218 views 12 comments Most recent by KevinM September 9, 2021 2:32PM
  • Hey Guys, Is there a way to show an outstanding balance on the next Invoice I send the customer; and if not, what would be the best way to work around this? Example: I have a customer who only paid $450 towards a $500 invoice. On the next Invoice I want to display a "Balance Carried Over/Outstanding Balance" for $50 so that they pay wh…
    AsheAUS 125 views 4 comments Most recent by Cooliotto September 7, 2021 10:31PM
  • NMNNMN
    We offer Clients a fixed-rate referral bonus (deduction from invoice). Is it best to record these as Discounts under the Income Chart of Accounts, or as Products & Services under Sales?
    NMN 8 views 0 comments Started by NMN September 7, 2021 6:16PM
  • 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 8 views 0 comments Started by adrianmldn September 7, 2021 1:42AM
  • How can we add customized fields like HSN Code, CIN Number and some extra custom fields in Invoice to make it GST compatible Invoice? Zoho seems to support it all but I really want if Wave has an option of custom fields and GST support for Indian users and customers with overseas clients too. Like we can replace P.O./S.O. number with GSTIN or GST …
    sagargulati 8 views 3 comments Most recent by LovesWine September 3, 2021 5:12PM
  • We are selling some of our products through an online website that acts like a wholesaler, providing us and others a website to sell our goods and they also deliver to the customers. For that service they take a 20% cut of the sales price. We have been raising our prices to cover that extra cost but need to know how to account for that in our b…
    Farmer_Frank 9 views 0 comments Started by Farmer_Frank September 2, 2021 7:58PM
  • I messed up putting in the tax % and I cannot put a new one in with the same name or figure out how to edit the one I messed up. Also how do I change the invoice number so I won’t be starting at invoice#1
    Elisabeth 41 views 2 comments Most recent by TomWilczynski September 1, 2021 5:27PM
  • I needed to process our first refund of a credit card payment made in wave payments in all our time using the service (since 2019). To my surprise when I go to click the button I'm given a message that I cannot process it. Off to chat bot and support I go. I find out it must be done manually, and a support ticket is created with assurances it woul…
    TimACA 2 views 0 comments Started by TimACA August 31, 2021 11:03PM
  • I can't turn on the payment in my account. When I click the button it loads for ever. I tried different browsers but it didn't work. Can anyone give me a solution?
    tariqbiz 84 views 4 comments Most recent by gwoods August 30, 2021 6:54PM
  • when i invoice customers and mention etransfers are preferred, some clients mistakenly simply send the etransfer to "[email protected]" as that is "who" the invoice is from in their email inbox. Is there a way to ensure wave invoices appear to be sent by MY email address?
    Rickcouture 221 views 3 comments Most recent by Rickcouture August 30, 2021 7:02AM
  • Is it possible to allow bank transfer on a checkout? Or better yet, disable credit card and only allow bank transfer?
    ARCEJon 3 views 1 comment Most recent by ARCEJon August 26, 2021 9:18PM
  • Before I added my bank account information, I created an invoice and sent it out to the customer. I later finished the job and created a new invoice but the customer paid me through the old invoice. I can’t find the old invoice on my file even tho the customer said he already paid. Can someone help me track this ? I have the dates and receipts say…
    Beltran 7 views 0 comments Started by Beltran August 24, 2021 11:47AM
  • Is there any type of report that is automated that when a customer's card is denied for whatever reason, Wave will send them an email informing them or at least me that this occurred? If there is a way, I am overlooking it. Thanks, Darrell Jordan
    dljordaneku 82 views 7 comments Most recent by theactorsroom August 18, 2021 4:54PM
  • I have accepted multiple payments via wave invoicing in the past and now all of the sudden on the most recent 3,I get an email saying all future payouts are denied. Never had a returned payment or anything to indicate risk. I can provide contracts, receipts, real humans to verify their intent to pay and for what services. I just don't understand.…
    Judson212 7 views 0 comments Started by Judson212 August 16, 2021 12:16AM
  • 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 7 views 0 comments Started by jmdiazfranco August 13, 2021 2:44PM
  • 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 469 views 60 comments Most recent by ivesterdesign August 10, 2021 8:15PM
  • 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 860 views 3 comments Most recent by Mishal21 August 7, 2021 9:40AM
  • I raise an invoice June 1st for payment in 30 days (annoying I cant set to 28) for work done in May. However noweher on the recurring form does it allow that info to be added. Is there not a field for something like {{last_mm_yyyy}} or {{this_mmm_yyyy}} or {{next_month}} that woud auto populate, so in the above example my line item could be "…
    rndigital 375 views 26 comments Most recent by Sheran August 3, 2021 8:49PM
  • Has anyone else had an issue with their invoices not being received by clients? Last month I sent several invoices using Wave - as normal - and they weren't received. As I have to give them 30 days to pay, I didn't find out until my invoices were overdue and contacted the accounts teams involved. This is pretty critical for a small business like m…
    tarka33 379 views 26 comments Most recent by Donal August 3, 2021 11:32AM
  • Hello, I am sorry if this has been covered in another post. I resell a few CBD brand products at my local flea markets. I was wondering if I can make one invoice for all of my sales in one day so I can I have everything registered on Wave Accounting (To record the collection of sales tax and profit from sale).
    HenryAG 10 views 0 comments Started by HenryAG July 30, 2021 5:42AM
  • Are there any POS Magnetic Reader Swipers that are compatible with the Wave Invoice form? i.e. — is the a POS card reader that will auto-fill the wave invoice payment fields?
    onsombal 1.6K views 14 comments Most recent by Chris456 July 28, 2021 5:36PM
  • I just found out that to my horror, my last 3 payments have been on hold and I haven't received an email back from the risk team after answering a whole bunch of questions - they have the type of business that I own / run incorrect. They thought I have a product based business in the massage & spa industry when in fact, I am a consultant to co…
    Sell_IQ_LLC 3 views 0 comments Started by Sell_IQ_LLC July 26, 2021 7:42PM
  • I think someone asked the same question back in 2020 and I just wanted to know if there has been updates. I run a service-based business with quite a few property management companies and having the option to include multiple service locations in their profiles as well as the ability to add to invoice is essential. Has this option been looked at…
    EC0720 2 views 0 comments Started by EC0720 July 26, 2021 2:21PM