Sales & Invoicing Technical Support


Discussion List

  • Hello, I use Recurring invoices a lot for my clients with website maintenance contract and hosting. And that's great! But then I realised that, in the recurring invoice set up, I cannot save the scheduling payment reminders in the settings below: However, it is possible, only once the invoice has been issued (from the recurring schedule). So I…
    Hervé 497 views 8 comments Most recent by Wayne20 March 7, 2021 12:50PM
  • I need to enter under payments>Bills a category that is not listed. My business is to buy and resale plants (ornamental). How can I, under bills or wherever, enter a purchase. The list of bill is pretty long but should have a Misc (so we could enter something not specified).
    BenMarti 8 views 0 comments Started by BenMarti March 6, 2021 1:50AM
  • I just started using wave so i'm trying to figure it out. I sell bottled honey at a store that rents out shelf space and then charges a 10% commission fee on all goods sold. So I'm wondering how do I enter this into wave to track everything correctly? At the end of the month I get a report from the store with the list of goods sold and for how m…
    Sunrise_Bee 5 views 0 comments Started by Sunrise_Bee March 5, 2021 9:31PM
  • hi I'm trying to find out how to print invoices/ receipts from the app ? I want to use an iPad in my shop and put the app on it however I need an easy way to create and print invoices/receipts
    rixster73 87 views 4 comments Most recent by KristenV March 5, 2021 7:41PM
  • I have multiple customers with multiple recurring invoices. Their due dates are all different. The problem: When a recurring invoice is sent to a customer, the system uses the most recent customer's invoice number as the invoice number of the next customer. Example: My customers are John and Jacob. John's recurring invoice that was sent has …
    AntonioBurkett 8 views 2 comments Most recent by Grentropy March 5, 2021 5:05PM
  • Hello. I don't accept credit cards, but would like to accept bank transfers. Can I remove the credit card tab option from my invoice link so clients only can select bank transfer? I already have my account set up to not receive credit card payments. When I create a pdf of the invoice, the credit card option is not there so that works fine. It's ju…
    kcelsi 13 views 1 comment Most recent by NancyC March 4, 2021 9:21PM
  • I can see that I have been paid by a customer (my first payment via credit card) - but it has been 5 days (3 working days) and I have no record of this being in my Stripe account, nor in my bank account. In my Wave, it just says it is pending. How do I access this?
    Nmg1100 16 views 4 comments Most recent by NancyC March 4, 2021 9:05PM
  • Does Wave have the functionality to track, document, or log time spent on a project, then add that time to an invoice? I'm looking for an easier way to "clock in" when I start working on a client's project, "clock out" when I'm done, and add that time (at a defined $/hr rate) to the client's monthly invoice. If Wave doesn't o…
    CBsqConsulting 3 views 0 comments Started by CBsqConsulting March 4, 2021 9:05PM
  • I have a customer that currently has Net 25 terms but I can't seem to change the invoice to display anything other than the "standard" terms. I'm not sure if it's "tech support" or if it's a "new feature idea", but I am struggling to figure out how do this (if it's even possible). Seems like this is possible on indivi…
    bdevoe 11 views 1 comment Most recent by NancyC March 4, 2021 8:55PM
  • Hi there I made and sent invoices, and created clients on my laptop that are not showing on my phone app
    Janine 4 views 0 comments Started by Janine March 4, 2021 10:40AM
  • Hi Wave, we recently detected that our invoice number issued was skipped as picture shown. The last invoice is 100069 while next is 100071. This should only happen when the invoice (100070) in between was deleted. While we had checked our team there is no anyone deleting the invoice. Kindly assist if we can trace where the missing number gone or…
    TECManagement 13 views 2 comments Most recent by TECManagement March 4, 2021 5:26AM
  • My items are a mess now! I have a certain order for my items/products and now, it's all randomized and it's messing with me. Is there an issue regarding this?![]
    MACGLASS 2 views 0 comments Started by MACGLASS March 4, 2021 3:25AM
  • I buy items from a supplier and sell them with mark up to my client. How do I record these items, and send my purchase order to the supplier. Also - is there a way then, of just adding the items to my invoice, where I can then mark them up? Many thanks all... If I can do this I will be so happy. Its a great platform.
    Martina_Comms 590 views 15 comments Most recent by Yet_Another_Mike March 3, 2021 11:00PM
  • Hi guys, Please I need help, How do I change the country for my invoices. Its locked at united states only. I need to edit the country but whenever I try editing it, I get this error message: Oops! There was an issue with updating your business information. Please try again.
    DanDRipper 10 views 1 comment Most recent by KiahD March 3, 2021 9:24PM
  • Hi there! Super new to Wave and all things accounting, so I'm hoping I can get some guidance on this. Should the price entered under "Products and Services" be the cost or retail price? I had previously entered the cost price, and sat down today to fill out all my sales over the last few months in the "Invoices" section. I not…
    jjsnacks 114 views 3 comments Most recent by KiahD March 3, 2021 9:00PM
  • Dear Wave and Community, I've recently started using Wave and just realised that the PDFs of the invoices are being saved as the payment due date rather than the invoice issue date. The client may well want them to be dated this way (maybe??) but I would like them saved by the date I issued them. Is it possible to change this setting anywhere? Th…
    tarka33 23 views 5 comments Most recent by PaulDev March 3, 2021 8:23PM
  • Hello everyone. Im basically trying to log in an item that I receive in a bill from my vendor with one price, and then log in the same item in an invoice to a customer with another price. I tried selecting the option to buy and sell the same item, but when I change the price, it changes the price in both the sale and buy accounts. I need to show t…
    Conciege 98 views 2 comments Most recent by JulianP March 2, 2021 9:56PM
  • 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 333 views 54 comments Most recent by AlexL March 2, 2021 9:09PM
  • LuzLuz
    Hello. I am new to Wave A couple of clients paid me through the Wave account. I would like to transfer them to my bank account, how can I do this? or with that money there I can make other payments without problems? Thank a lot
    Luz 9 views 1 comment Most recent by AlexL March 2, 2021 8:00PM
  • Is there any way you can remove your business address from the invoice? Since the changes on 1 Dec 2020, newbies like me - from South Africa - can’t set our country. So my address now has my street address and area followed by a compulsory selection of a state in the USA. I have to select a country and state (it allows me to select SA and our pro…
    SweetieD 16 views 1 comment Most recent by AlexL March 2, 2021 4:01PM
  • Is it possible to create a product /service with variable cost. Say a product/item price varies on a daily basis, so the price component should be entered on a daily basis. Is it possible in wave. ?
    Gopinath 7 views 2 comments Most recent by Gopinath March 2, 2021 4:24AM
  • I've followed the instructions and entered dozens of reimbursed expenses and they come up in the chart of accounts under "Reimbursed Expense." But when I create an invoice and click "add item," there is no option to "Edit Income Account" as described in the instructions topic, "Claim reimbursable expenses on an i…
    aderkon 9 views 0 comments Started by aderkon March 1, 2021 7:35PM
  • Hi, I've set up a Checkout for a workshop I offer, but I'd like to limit how many people can pay for it at a given time since there's a cap on participation. Is there any way to set a maximum of sales to control "inventory" per Checkout page?
    LaurenNYC 3 views 1 comment Most recent by AlexL March 1, 2021 3:25PM
  • Hi all, My company uses a site to sell shirts. The website handles all the inventory for us, so we don't have to buy more than what we sell. It's a very smooth process. But I'm struggling to figure out how to set up my chart of accounts for importing the transactions. Say person X buys a shirt at 22.99 plus tax if necessary in their jurisdiction…
    Gabz 3 views 1 comment Most recent by JulianP February 26, 2021 4:27PM
  • KaiKai
    I signed up for wave a month ago, and I’ve used the payment processing twice in order to test to make sure things were coming out the way I wanted. When I completed my actual first transaction which was for a significant amount of money ($3,553.50), a day before my payout I get an email saying they need more information about my account. I send ov…
    Kai 12 views 0 comments Started by Kai February 26, 2021 3:14PM
  • I created an invoice in June & charged my client sales tax. They just came back with their sales tax exemption form. The invoice has been paid. How do I refund the sales tax in the system?
    Oceanside 62 views 4 comments Most recent by BrushHammer February 26, 2021 12:49AM
  • 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 5 views 1 comment Most recent by AlexL February 24, 2021 9:13PM
    Sorry don’t see a search feature of this has been answered! I need to give my client a printed invoice at time of service. How does one print off a draft of the invoice - ie before it has been paid?
    KCD 11 views 1 comment Most recent by AnnVanyo February 23, 2021 7:45PM
  • Hello, I try to add few sentance of notes on invoice at Default setting. But it did not show up automatically. Anyone know how to fix
    Derick 34 views 3 comments Most recent by AlexL February 23, 2021 4:05PM
  • 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 27 views 3 comments Most recent by AlexL February 23, 2021 3:46PM