Sales & Invoicing Technical Support

 

Discussion List

  • 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…
    diana02 27 views 4 comments Most recent by JamieD June 15, 2019 2:18PM
  • Hello, I have a client who claims he never received his invoice. I need to be able to show it was sent on the date I sent it. Is there a way to show all the times it was sent by my company, as well as all the times it was viewed by the client? Also, I have noticed that I'm not receiving PDF copies of the invoices, despite my checking the box. I…
    ChiefHopkins 3 views 0 comments Started by ChiefHopkins June 14, 2019 11:03AM
  • 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 "co…
    rndigital 11 views 3 comments Most recent by VuzaneStudio June 13, 2019 9:47AM
  • Hello, I am a wedding videographer and what I need when invoicing clients is to give them the total amount for the package they have selected and a deposit amount which is used to secure their wedding date. So typically the deposit is going to be the first payment sent through then the final amount is settled 14 days prior to the wedding. Is t…
    t_rex_allen 7 views 0 comments Started by t_rex_allen June 12, 2019 3:47PM
  • I am new to wave and trying to set up an invoice. The footer and notes are not showing. I have put my bank details there so I need them to be showing
    Naytay5 5 views 0 comments Started by Naytay5 June 12, 2019 1:38PM
  • hi group i have 3 users on the wave app, who can create invoices. is there a way to find which user has created a particular invoice. i find some of the invoices are created with wrong item rate and cant find out which one of the users is doing this
    madhuri 12 views 1 comment Most recent by JamieD June 4, 2019 7:42PM
  • My invoice of feburary I have entered as April invoice and in my bank statement invoice is paid in march. After recognizing the error I can not re edit the date as it is being paid and when I try to remove the payment so I can re edit the date, but still it says there is a problem. please help me solve this problem. Thank You.
    javedmr 12 views 2 comments Most recent by javedmr May 31, 2019 7:09PM
  • Firstly, love Wave. Thank you Wave Team for all you do. Wondering, if I edit a product or customer details will it automatically change previously sent and paid for invoices? Eg. If a customer has moved and I need to change address. Eg. We’ve changed the price on an existing product. I don’t want to change the details if then all previou…
    Cobos_Mudd 15 views 2 comments Most recent by Samd May 31, 2019 4:50PM
  • Hi There I set up my Waves account back in 2016 no problem and am now wanting to use it to create some invoices as we now do some IT consultancy. The issue is that I have no 'Sales' tab on the left so cannot create invoices. I have created a new dummy business and that has a Sales tab, but of course it is not connected to the years of trans…
    markisparki 25 views 2 comments Most recent by Zoe_caff May 29, 2019 8:58PM
  • Hi, if I try to access the invoice area of my account I get a 502 error. I have been using Wave since November and never had this error before. I have tried both in chrome (normal and incognito) and edge but get the same error. I have searched the previous chats and can see people have had this issue before but I can't find any resolution. Erro…
    DS_Solutions78 9 views 2 comments Most recent by Samd May 28, 2019 9:27PM
  • Hi Guys Love your platform We are a service business and some of our clients accumulate multiple invoices from us and their total outstanding amounts get bigger and bigger. We normally demand payment close to end of the month and the client doesn't pay invoice for invoice and pays a lump sum, in most cases less than the total amount owed. …
    Ebrahim786 8 views 1 comment Most recent by alexlewiszarkos May 28, 2019 9:16PM
  • I started to create a recurring invoice, but changed my mind. Now it is showing as a draft and I can't seem to be able to delete it. Anyone know how?
    lesgray 5 views 2 comments Most recent by lesgray May 28, 2019 3:13PM
  • I am new to Wave and bookkeeping job. I learn that the no.of column can't be customized. What is your suggestion if I need to indicate the unit of each of my product and put them in different category?
    Rice_Noodle 8 views 1 comment Most recent by alexlewiszarkos May 27, 2019 4:16PM
  • How should I add a item to the invoice that was purchased on behalf of a client that’s for reimbursement? Since it’s not a sale.
    GoGreen_123 8 views 1 comment Most recent by alexlewiszarkos May 27, 2019 4:04PM
  • I'm in USA. When I go to Stripe to export my credit card transactions I can export the data with all transaction information. The information stopped years ago as I assume WAVE took it over. But in WAVE I see many many invoice payments via credit card but no way to export ALL the transaction, FEEs and standard transaction information as provided …
    JeffD 10 views 8 comments Most recent by JamieD May 24, 2019 3:52PM
  • I'm new, so I apologise if this should be a straight forward function, but, how can I tell if my email has been seen? Can I tell if my email has been seen? Many thanks :)
    Ariawoman01 16 views 3 comments Most recent by Samd May 24, 2019 3:16PM
  • 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 ?
    Yking 16 views 7 comments Most recent by Yking May 24, 2019 1:04AM
  • EDIT - I have engaged support via the live chat system. It turns out that my adaptation of Wave Apps has limitations. In my case I continued to add products and record payments but never closed an invoice since my usage needed that continuous record keeping. However, each invoice reached an internal data limitation and could no longer accept ad…
    DennisK 8 views 1 comment Most recent by Zoe_caff May 23, 2019 6:48PM
  • Can I make template for invoices in Arabic
    Oozypal 9 views 1 comment Most recent by JamieD May 22, 2019 9:37PM
  • Hello, I am new to Wave. We used to use Excel for issuing invoices. If we now want to switch to Wave, is that possible to import my Excel spreadsheet into Wave to avoid typing our items list again?
    Rice_Noodle 14 views 2 comments Most recent by Rice_Noodle May 22, 2019 5:55PM
  • 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 41 views 3 comments Most recent by Ryan_W May 15, 2019 9:47PM
  • 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?
    WACJHB 35 views 8 comments Most recent by Zoe_caff May 13, 2019 6:44PM
  • All my clients are struggling to make payments due to an unexpected error occured prompt pop up when trying to make payments in the Payment portal. Please assist
    Knapie 16 views 1 comment Most recent by JamieD May 10, 2019 2:56PM
  • Hi I am a new member and have just set up a new first customer. The customisation is not displaying on the invoice or on the footer.
    embracingchange 19 views 3 comments Most recent by Zoe_caff May 9, 2019 9:24PM
  • 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,…
    Christel 40 views 13 comments Most recent by Samd May 3, 2019 8:08PM
  • Referencing closed discussion here: https://community.waveapps.com/discussion/204/recurring-invoice-auto-generated-invoice-number-issue I almost had a client receive an invoice with a different client name in the auto generated invoice. Wave will use the last invoice number for reoccurring invoices, NO MATTER WHICH CUSTOMER. Their answer …
    thedanindanger 15 views 1 comment Most recent by Zoe_caff May 3, 2019 3:50PM
  • Hi! I am trying to issue an invoice for the reimbursement of travel expenses. I would not like to set "reimbursable travel expenses" in my income account, as its not very accurate. I thought of setting it as a current asset account instead so it functions as a "loan" to the customer. Unfortunately, there is no option of adding an Item that r…
    Julia1 8 views 1 comment Most recent by Mikeg April 28, 2019 3:46PM
  • 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…
    ezific 28 views 7 comments Most recent by Ryan_W April 22, 2019 11:04PM
  • 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…
    Ally_rauDesign 41 views 10 comments Most recent by Zoe_caff April 22, 2019 9:07PM
  • Hi, Is it possible to set up both payment options on invoices, i.e. credit/debit card and bank transfers for customers to choose?
    Glyn 18 views 1 comment Most recent by Zoe_caff April 19, 2019 7:41PM