Sales & Invoicing Technical Support
Discussion List
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Hi, Is it possible to set up both payment options on invoices, i.e. credit/debit card and bank transfers for customers to choose?
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Hi, Sorry if this has been asked before. I've searched "record payments" + "transactions screen" but can't find anything. I'm in the transactions screen and want to record payments from there. I think I'm doing something wrong. I am clicking on the banking transcation, adding sales tax, adding the customer. Then I can't find out how to rec…
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Whenever i try to import multiple invoices using google sheet the dates dont match for instance lets say the date of the invoice that i import is 26th feb 2019 but in the wave accounting software the same invoice date is showing as 27th feb 2019.Any solution for this ?
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We are using stripe for card payments but concerned that Wave charges and Stripe does too. We did look at direct bank payments but dislike giving all login details thru wave system .
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Hi, the person before me did not know the concept behind the global property of the items in Products and Services and created new entries every single time she needed an item in invoices/estimates. Now there are hundreds of items and I need to clean up the mess, but I get this error "We can't delete this product because it's associated with Invoi…
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I have an invoice dated June 1, 2018, say $1,000 total. The client has been paying several hundred dollars every few months - for this example, let's say $250 on July 1, 2018, October 1, 2018, January 1, 2019 and April 1, 2019. What I'd expect to see on the Income Statement (Reports tab -> Income Statement) is $500 of income reported for 201…
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Hello Team - I cant create estimates anymore - When I click on create an estimate I get a blank screen with "add an estimate" nothing else comes up - any ideas?
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Hi admin I have a problem with one of my invoices. Originally the invoice was dated March 25, 2019 and then I changed it to March 5, 2019. As I was checking my Income statement for that month I saw that the entry became double; one for March 5 and one for March 25. I tried opening both entries and it led me to the same invoice. So what I did was,…
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Hi, is there a way to combine or add on to an invoice, without changing the original due date. Example. I have bill someone for storage monthly, their previous month is still unpaid, and it is time to bill again. I want to bill them for the current month, with that amount being due in 7days, but would like the existing amount to show as overdu…
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Hello. I've been using Wave since last May. I have been putting in my monthly expenses and income every month. I'm trying to run a year end report to get my taxes done, and it doesn't seem to be showing all of the expenses. I only have 4 or 5 'expense' categories (very small simple business). When I look at my income statement, it doesn't inc…
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Hi, I am having a trouble creating Sales Invoice. Here's the screenshot of the error message:
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Hi all, this is my first post and first week using Wave for my new business. Can anyone tell me if i am able to add a delivery date to my estimate? In my industry this is very important.
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Some of my recurring invoices did not send with my normal monthly run due to an error "Generation Error: The invoice scheduled for May 15th 2018 was not created. This is likely due to a server availability error." I made no address or email changes to my account or to themultiple clients that failed - AND there is no way to send these again, be…
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I don’t know how to account for a difference between cash received and the invoice amount. I invoiced my client an amount to pay, because it’s a wire transfer from another country, the actual amount is reduced by a bank charge. When I record the cash received against the invoice, there’s still an outstanding balance on the invoice. I’m not sure ho…
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Good morning everyone, Earlier today, our team was notified of an issue that resulted in some emails (including invoices, invoice receipts, statements, and estimates) failing to deliver to their intended recipients. As of 8:49 a.m. Eastern, this issue has been resolved. I'll be merging any related discussions into this thread. If you are exp…
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Hi, I need to add 2% retention to my invoices. This is subtracted from the final amount owed. Please can you let me know how I can do so, thanks.
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Is anyone else having problems with Gmail tagging Wave invoices/receipts as spam? In the past week or so this seems to be happening a lot. I know Wave can't control Gmail's spam filters, but wondering if there's anything you can do on your end to make these emails play nicer with Gmail? I'd rather send through Wave than use the Send through Gmail …HandymanHeadlee 16 views 1 comment 0 points Most recent by puzzledesignandcraft March 21, 2019 3:10AM
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Hi I need help. Im on wave for the last 5 years approximate, but, my account dont have the payment option on the sales tab and dont have the on and off switch on the invoice page. I need this option, any idea?
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As of last week, Friday, I am not able to preview my invoices, download invoice in PDF, or print invoices. All of which leads to "Page Not Found" (Error code: 404). This happens only for one business account. The other businesses can view invoices with no issue.
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Hello, I have read a previous solution to this issue but still not quite sure how to apply it to my situation. I raised an invoice for eg $75 and client paid a deposit of $35. Outstanding to be paid is $40 which is currently showing in Accounts receivable. She later pulls out of the class so I have 2 things to do: * Reverse the entire…
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Upon the payment of an invoice it gives me the option to send the client a receipt. Is there a way to customize the default text (sampled below)? I know I can customize invoices and estimates, but can't seem to find anything on this. I know I can edit this text before I send it, but I'm hoping there's a solution to change it by default for all …
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Until recently (the last month or so) automatic matching of bank transfers as described in Transfers Transformed has always worked for me when both sides of the transfer are imported. Recently this has changed and now despite both sides of the transfer being imported they will not detect each other and I have to manually select the account which r…
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Hi there, I am testing the set up "pay by credit card" feature and would like to prevent customers from being able to edit the amount field in invoices. How can I do that? This is preventing us from getting started with payments using wave as a user will be able to do partial payments or enter a custom amount instead of the amount on the invoi…
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As you may already know, when you accept online payments with Wave, we’ll automatically create a transaction in your accounting records. Once the payout for the transaction is deposited in your bank account, your bank connection will typically import that deposit transaction within two days. When this happens, Wave automatically creates a trans…
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When submitting a statement via outlook, the customer follow the link to the statement. When printing, the statement run over two pages whereas one page would be great and actually expected.
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Hi, I'd appreciate some help regarding producing Invoices. Every time I create an invoice and I try to approve it I get the following message; "Oops! There was an issue with updating your invoice. Please try again. Error: Could not save your invoice at this time. Try again." However, this message does not give any detail of what is wrong…
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Hi, Getting a bit confused over the new set up regarding Stripe payments. When a payment received by Credit Card Wave automatically puts a listing for the amount in my account as income and states "Transactions that are automatically created in the Wave system can't be edited or deleted." However, then my bank post the actual payment to my a…
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I am trying to figure out a way to deal with a tax cap while using Wave. I am hoping someone has already encountered this challenge and solved it We sell boats - in our state - the tax on a boat is 8% up to $500 - so once you have hit the $500 cap even if its a $100,000 boat the tax is still $500. Any idea on how to deal with this in Wave?
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Hello I just added my debit card information associated with my business checking for Instant Payout. I have a $311 invoice pending and want to do the instant payout option but my instant payout balance still says $0. Is there a propagation period of when my balance will show correctly? Thanks Matt
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I'm Australian based and have been using Wave for a few months now (loving it by the way) but for the life of me I can't find how to enable bank deposits directly from invoices. the only option it gives me under Payments Tab option is to enable credit card payments (which I'm using) but I also want to give customers the option to direct deposit t…
