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  • Hello, Can anyone help me with this? I do bookkeeping for a non-profit museum and I need to track donations - who they are from, totals given, and then track what the donations were used on - but the money will actually be deposited into the same operating bank account as all other monies.
    KimKetron 6 views 1 comment Most recent by ConnorM January 14, 2020 8:32PMHelp Center Discussion
  • Hello everyone, can I accept credit cards manually? Is email the only option? Thank You
    Economical1_ 13 views 2 comments Most recent by ConnorM January 14, 2020 8:27PMSales & Invoicing Technical Support
  • 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. Is …
    ChiefHopkins 22 views 4 comments Most recent by Sharonb January 14, 2020 8:25PMSales & Invoicing Technical Support
  • Hi, is there a way I can let my sales rep create an invoice? I have sales reps that do door-to-door sales. I can'T seem to find on the platform how they can create their invoices when the sale occurs.
    Georgy_Rahayel 6 views 1 comment Most recent by ConnorM January 14, 2020 8:23PMSales & Invoicing Technical Support
  • When we add receipts under purchases, there is no way to sort by name/date or filter by merchant name. This feature is available on the receipts app where you can choose the merchant name to filter. Can this be provided on the web version as well?
    nirura 16 views 6 comments Most recent by ConnorM January 14, 2020 8:18PMAccounting Feature Ideas
  • (Image) Getting started with Payments by WaveMake it easy for customers to pay you and get paid faster! Payments by Wave makes getting paid easy! With credit card option bank payments options built directly into your invoices, you’ll be paid ... Read the full story here
    System 5.8K views 20 comments Most recent by ErikB January 14, 2020 8:16PMHelp Center Discussion
  • Hi, I run in the service industry and have a couple of accounts, such as a property manager and a restaurant chain. Both of these have a single billing address, but multiple service locations. When invoicing if I change the shipping address it changes them on all previous invoices as well. Is there a way to have 1 billing address and multiple …
    MightyMouse 9 views 1 comment Most recent by ConnorM January 14, 2020 8:14PMSales & Invoicing Technical Support
  • (Image) Recording payment manually for a bill is asking for 'payment account'. Previously, it didn't ask for that! I'm not sure which account to select because the bill is for two different products with two different expense account. Those expense accounts were already associated while creating those products under 'bill section' Is it a techni…
    Ashique 8 views 1 comment Most recent by ConnorM January 14, 2020 8:11PMAccounting Technical Support
  • Can anyone please advise me on how to post advance payments received from approved quotations, that will reflect in the customer ledger. Thanks
    mafsuae 5 views 1 comment Most recent by ConnorM January 14, 2020 7:55PMHelp Center Discussion
  • (Image) How to delete your Wave accountThe steps listed below will delete all your accounting and payroll records for all businesses associated with your account, as well as your personal financial information. Please note: this action ... Read the full story here
    System 7.9K views 4 comments Most recent by ConnorM January 14, 2020 7:43PMHelp Center Discussion
  • (Image) How to send an invoiceThere are two ways to send an invoice in Wave. You can also send Wave invoices directly from your email account.  Send from the invoice list When you are logged in to your Wave account, click Sale... Read the full story here
    System 3.3K views 22 comments Most recent by R_Quest1998 January 14, 2020 7:39PMHelp Center Discussion
  • would anyone know if there is a way to set estimate expiration for say 30 days out rather than having to select the date each time?
    sonolee 6 views 1 comment Most recent by ConnorM January 14, 2020 7:36PMSales & Invoicing Feature Ideas
  • I have a Canadian Home Trust Visa. Online services are provided by ezCardInfo. Import used to work just fine. As I try to migrate to the new provider, it's insisting that my CAD $ account is somehow a USD $ account and won't let me link it to my Canadian account. I've checked for profile settings in ezCardInfo (there are none). Anyone have an…
    DaveK 8 views 2 comments Most recent by ConnorM January 14, 2020 7:33PMGeneral Discussion
  • (Image) Changing your deposit accountChanging deposit account If you ever need to update the bank account where you receive your payments, you can do this from directly within your Wave Account! Simply log in to Wave then click the Se... Read the full story here
    System 1.7K views 7 comments Most recent by ConnorM January 14, 2020 7:21PMHelp Center Discussion
  • (Image) Automate your bookkeeping – Connecting a bank accountWe know how busy you are, and to save you time we’ve partnered with a specialist provider of secure bank data connections to automatically pull in your transactions and help you quickly and efficie... Read the full story here
    System 10.2K views 27 comments Most recent by mjh January 14, 2020 7:17PMHelp Center Discussion
  • My account was upgraded at the beginning of November to the new interface. Payments by Wave (PbW) was working as expected until December 3, in that the PbW Account would be zero after the deposits were paid out. After that date, the paid out deposits no longer match the net credits and now it looks like too much was paid out (the bank deposits mat…
    britannic 19 views 15 comments Most recent by ConnorM January 14, 2020 7:09PMAccounting Technical Support
  • (Image) Improvements to transaction splittingOccasionally, you may receive a payment that covers more than one invoice. When this happens, the easiest way to manage things is to split the transaction into the respective invoice amounts, and t... Read the full story here
    System 1.9K views 70 comments Most recent by ConnorM January 14, 2020 6:54PMHelp Center Discussion
  • This is more of a best practice guidance question as opposed to a potential technical limitation (although, there is one point regarding technical limitations). Desired Outcome I have various liability accounts that represent loans that have a known and recurring monthly payment. These need to be recorded as a transfer transaction within the ma…
    travis88 6 views 0 comments Started by travis88 January 14, 2020 1:38PM Accounting Technical Support
  • Hi there, I found an issue that could be a legal problem. I made a invoice to a customer. The customer paid it. Then the customers moves his premises and ask me to change the details for the future. When I do the change, the previously made invoices have the the address. It's illegal to change an invoice already issued. If the customer ask me a du…
    VirtualCed 13 views 2 comments Most recent by VirtualCed January 14, 2020 12:01PMAccounting Technical Support
  • Hey Wavers, Wave Receipts is not currently available for Android in the Google Play Store. We’re working on making the app available to you again, and we’ll update you on this post when that’s possible. In the meantime, you can upload receipts directly in your Wave account or email receipts to Wave. Learn more about receipt uploads here, and e…
    JustinA 91 views 26 comments Most recent by Rudeboy January 14, 2020 10:53AMMobile Technical Support
  • Is this a new intentional change or a bug? I hope its a bug. I highly rely on this info to be front and center multiple times a day and having to dig for this and instead having "things you can do" front and center which I will probably never use, is just a huge step backwards for this application.
    Ayoung72 27 views 9 comments Most recent by shafnitz January 14, 2020 1:59AMWave Discussion
  • (Image) How to create a transfer from a business bank account to a personal bank accountTo move transactions from your business checking account to your personal savings account: Go to the Accounting option in the left menu and select Transactions. Click the right down arrow beside ... Read the full story here
    System 3.8K views 35 comments Most recent by Leditrix January 13, 2020 10:14PMHelp Center Discussion
  • (Image) How to add a new business to your Wave accountIf you have more than one business, Wave allows you to maintain each business individually within one Wave account. Here's how you add another business. Click your business name in the top left co... Read the full story here
    System 4K views 24 comments Most recent by AlexL January 13, 2020 8:55PMHelp Center Discussion
  • We already have a system that keeps track of our clients and transactions and I'm just wondering if there's a way to enter the total sales for the day? It might not always match up with what the debit/credit totals are going in each day as we allow people to put things on account, so I need a way to separate this. Thanks
    mmackinnon 8 views 3 comments Most recent by ConnorM January 13, 2020 8:26PMSales & Invoicing Technical Support
  • (Image) Upload a bank or credit card statement in .csv formatThe easiest way to get transactions into Wave is to connect your bank account for automated updates. Sometimes, however, this may not be possible. You may prefer not to connect your bank or you may... Read the full story here
    System 20.1K views 108 comments Most recent by ConnorM January 13, 2020 8:04PMHelp Center Discussion
  • (Image) How to edit your business informationTo edit your business information such as your address, follow these steps: Click on your business name in the top left corner of your screen. Click Manage your profile in the drop-down menu. Clic... Read the full story here
    System 2K views 20 comments Most recent by ConnorM January 13, 2020 7:14PMHelp Center Discussion
  • (Image) How to create a transfer between two accounts (e.g. categorize a credit card payment)In Wave, when you move money from one bank account to another, you need to record a transfer. This makes sure your account balances are correct, and that you won't mistake a simple movement between... Read the full story here
    System 15.5K views 55 comments Most recent by ConnorM January 13, 2020 6:52PMHelp Center Discussion
  • Hello We are a trading company in Africa. We import products from all around the world. I wanted to know how we can integrate Import Customs Duty and Shipping Charges onto one purchase order? For example: I have an invoice from my supplier from china for product A An x 100: 100$ Shipping: 50 $ Total: 150 $ When the goods reach my country I …
    raj000000 4 views 0 comments Started by raj000000 January 13, 2020 6:41PM Help Center Discussion
  • (Image) Guide to receipts by Wave (iOS/Android)Tracking your receipts allows you to see where your money is going and will ease headaches at tax time.   Please note that if you don't already have a Wave account, you will need to create you will... Read the full story here
    System 2.1K views 13 comments Most recent by ConnorM January 13, 2020 6:40PMHelp Center Discussion
  • Have been working with wave for a while now - practically on my own without any support .... (gave up after trying !!!!). I need your assistance in clarifying why payment of an invoice is not cleared in the customer's account. Statement shows 'PAYMENT MADE FOR INVOICE ...... WITH CLOSING BALANCE 0.00'. Following opening of customer's account s…
    Duschka 6 views 1 comment Most recent by ConnorM January 13, 2020 6:35PMSales & Invoicing Technical Support