I am new to wave, I am trying to putting my bank account number on the invoice but it’s proving difficult. Anyone know how to go about this please?
You could put it in as a standard memo attached to all your invoices. You'll have the option in the Invoice Customization menu. Here's how to do it.
yeah I have done this.... but I have two seperate bank accounts - one in local currency and one in USD - as some clients only want to pay in USD
ur saying there is no way to change the bank details other than enter it urself in the memo details?
@Bignamba90 was asking about how to add their banking details to invoices so that their clients could use that information to pay invoices. The easiest way to do this is to add it to the Notes section of your invoice.
Could you give me more information on the issue you're facing? If you're looking for a way to get paid for your invoices directly through Wave, you won't be able to do so, as we don't currently support payment processing for businesses in your country.
had the same problem. It's not at all clear where the bank details should go, and "notes" isn't at all an intuitive place for them - seems a marginal place to put one of the most important piece of data.
I wouldn't have thought of putting it there until I googled and found this thread.
I am in the same situation where I can't put my bank account number in the invoice to be used by my clients to use it to pay us. Please can someone help me
I found out that you can put the IBAN manualy on each invoice (not in the settings) (not on the estimates).
Another solution is to put special characters, I use my own asterisks (DE00[asterisk]0000[asterisk]...) even hough it is not aesthetical.
I hope they would rather fix this problem and not prevent the above solution, for the customer's satisfaction.
It did work for me, thank you Eric. I had been looking at moving to different account software after this issue but luckily you saved me
Put em on memo, notes
Same thing guys. Moved from oner tool to Wave because of this issue. But here I see situation is the same: no way to easily put bank credentials to invoice.
What I really want to do is select one of my bank accounts (previously set up) when creating a new invoice to let my customer know where to pay me. Right near my company business name and address. Clear and in the right place. And it is not an automatization if I need to copy-paste bank info each time I create new invoice if I have multiple bank accounts or currencies.
Or what I suppose to do? Send an initial agreement to customer with a bank details and then remind him each time to use them? What if I don't have an agreement but simple use invoicing?
Unclear to me.
So to make Wave preferred for people with same requirements of business as I have it's really important to include such feature to nearest releases. Just think about this guys.
And thanks Eric for a suggestion. I'll try it.
Great idea here, @3917 . This is definitely another way that users can customize their invoices to add the necessary banking details. Thanks for this workaround!
How is it the that this isn't a thing?!
@3917, as someone who also pays invoices, I prefer to copy paste the bank details to ensure they're correct. No way to do that from a jpg.
A dedicated section for payment details should be a standard, as an invoice is useless without payment details. Or is this a way to make us sign up for card payments?