Discussion List

  • I must be old school How to reconcile wave payments? I've been stuck on this issue for some time, and the amount of transactions that result in duplicates or unmatched transactions is mind-boggling. When working with other merchant payment systems, I always had a monthly statement to work from. Are there reports that can be obtained? There are …
    SPS_John 21 views 2 comments Most recent by Attollo January 21, 2020 3:04AMGeneral Discussion
  • What do we do with customers who want to pay an invoice with an online bank transfer but their bank is not listed along with the major banks like BofA etc?
    ARCEJon 7 views 1 comment Most recent by AlexL January 20, 2020 7:25PMSales & Invoicing Technical Support
  • My payroll is set to twice a month and I add 5 days to default payday like below. (Image) If pay a contractor before the 20th will it be added to that payroll or will they have to wait for the 5th to get paid?
    JCPhlux 10 views 1 comment Most recent by JCPhlux January 17, 2020 2:19AMPayroll & Employees Technical Support
  • The biggest thing keeping me from converting to Wave for invoicing and payment processing is the inability to allow the customer to add a tip to their invoice. Paypal offers this feature and it is AMAZING for people who invoice for hourly work or services. Any thoughts on this?
    bbizzle 912 views 24 comments Most recent by burrito January 16, 2020 10:15PMSales & Invoicing Feature Ideas
  • I uploaded my invoice from other software. After approving draft and apply payment using iPhone app, cant seem to change to apply payment date as the text appear on white and the background on white... is anyone experiencing this?
    Joel 7 views 1 comment Most recent by AlexL January 10, 2020 8:49PMMobile Technical Support
  • Hi: is there a way to create a checkout that can create a recurring payment at the same time ? Or will I have to create checkout and then create recurring payment for this customer ? I am in the subscription box business and I am looking into building my website with wix. Thanks in advance
    Chanel 390 views 19 comments Most recent by BarsinA January 10, 2020 7:48PMSales & Invoicing Feature Ideas
  • Something new has started happening, today emails with the invoice attached as a pdf are being flagged by gmail as phishing. My process is to send the invoice as a pdf to myself and then write a personal note to my client. Although this adds an extra step, and I would love it to be easier, I noticed that many of my clients missed the emails from …
    George11 16 views 3 comments Most recent by AlexL January 10, 2020 7:13PMHelp Center Discussion
  • I am not sure the best way to describe this and I guess it is a general best practices question. I have my business checking and business credit card accounts linked to Wave and transactions automatically imported. The issue is credit card payments are counted twice For example, each individual credit card transaction is counted as a withdrawal. …
    tbromer89 16 views 5 comments Most recent by tbromer89 January 10, 2020 6:38PMGeneral Discussion
  • This is the worst small business accounting software I've encountered. I switched from FreshBooks thinking I could save some money but have the same features. I had a smaller invoice processed via CC just months ago and Wave did not withhold those funds. My payout was scheduled for today (as in I should've had my funds today) but to my surprise…
    DKTDFWPrivateEdu 10 views 1 comment Most recent by AlexL January 7, 2020 4:51PMSales & Invoicing Technical Support
  • If I owe $10,000 in federal/provincial tax (in Canada this is a non-operating expense) how do I record the payment? There doesn't seem to be a way to set up an non-operations expense category.
    SandyL 26 views 5 comments Most recent by SandyL January 6, 2020 8:21PMAccounting Technical Support
  • SriSri
    In the middle of the year, we switched from WF payroll service to ADP. After ADP payroll started Journal Entry (JE) created (For WF not created) Bank import transactions ADP has withdrawn (Wage pay and Tax) categorized to "Payroll Liabilities" to match to JE. So what category Wells Fargo withdrew transactions (Wage pay and Tax) belon…
    Sri 34 views 1 comment Most recent by AlexL January 3, 2020 3:07PMPayroll & Employees Technical Support
  • Is it possible to change the wording of your payment reminders?
    Berhoz 198 views 18 comments Most recent by AccountsPro December 19, 2019 9:41AMSales & Invoicing Feature Ideas
  • Hi there, I am running 2 accounts in my waveapps - one is for US customers (currency USD), one for customers in Germany (currency EUR). I get the "online payments on/off" button in my USD account but NOT in my EUR account. Can I get the online payments option in EUR account too? If yes, how? If not, is there another option to have my Ger…
    nicecap 14 views 5 comments Most recent by nicecap December 18, 2019 9:33PMSales & Invoicing Technical Support
  • We received our first CC payment and now we are being told to send over a service agreement and other information. We don't have a service agreement yet with this client as it is a installation job, and a client that I have known for a long time. The client wants to move quickly on this job, and we need those funds to procure the necessary equipme…
    FrontpointDS 13 views 1 comment Most recent by AlexL December 16, 2019 6:21PMSales & Invoicing Technical Support
  • I use the Cash on Hand to record the weekly takings from the clubs that use our facility. The description of the entry is the same each week for the many clubs that use us. Could you include a feature like when you add the category to the transaction it auto filters the result. This would be useful even if it meant populating a separate section as…
    JimBob 12 views 2 comments Most recent by JimBob December 3, 2019 8:52PMAccounting Feature Ideas
  • I have been using wave for a few years now - i want to add a 'get paid' option/button to my invoices but don't see that option available to me - is it possible at all? I"m based in South Africa. LYnn
    LynnHCM 14 views 1 comment Most recent by ConnorM November 20, 2019 8:07PMLocal Groups
  • I invoice multiple times a day but send weekly and monthly statements to clients. When I receive payment it's in one lump sum. So I spend hours posting payments due to the fact I have to do them individually. Is there a quicker way or is that something you may be working on to improve productivity? Like having a check box aside each invoice to sel…
    BJslade 18 views 1 comment Most recent by EmmaP November 15, 2019 7:14PMSales & Invoicing Technical Support
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 273 views 8 comments Most recent by millerhandc November 13, 2019 1:52PMSales & Invoicing Feature Ideas
  • Hey there! I have a special situation with bank processing fees and I would like to get some thoughts about the best way to account for it. Let me explain step by step: * I send an invoice for USD1000 * The client sends a wire payment for USD1000 but I get USD950 * I could just mark the invoice as fully paid and then add an expense for USD10 as …
    Isopo 20 views 5 comments Most recent by AlexL November 11, 2019 4:31PMAccounting Technical Support
  • Hi I love your accounting software and do use stripe with it. I would also like to put forward a suggestion for Australian Users to consider integration with Pay Advantage, they are a leading provider for credit card, direct debit, bpay and phone payment options for small and micro businesses. Would you consider integration with them? I have als…
    TristanH 4 views 1 comment Most recent by BarsinA November 7, 2019 8:47PMAPI & Integrations Feature Ideas
  • In the create a recurring invoice flow, the Get Paid step is allowing only Manual Payments. From what I read in your support center, I should set it in "Sales > Payments" tab in the left side menu. However, I don't have such tab under Sales. (link to your article: Please help …
    geva_price 3 views 1 comment Most recent by ConnorM November 1, 2019 2:30PMSales & Invoicing Technical Support
  • Hi There! Looking to see if there is a way to transfer a bunch of invoices and payments to another business under your profile? basically i started doing stuff under one name, but then realized i should have that stuff under a separate thing so created new business, and would like to transfer it over. Thanks!
    metronium 19 views 1 comment Most recent by AlexL October 22, 2019 2:33PMSales & Invoicing Technical Support
  • Is there a better way to pay a bill i have just created then to go back to the bills home screen, after saving the bill i just created, and then searching for it on the main bills screen and paying it through there. It would be convenient and expedite the process if after i saw the bill it takes me to a secondary screen where i can record a paymen…
    Bree 26 views 1 comment Most recent by EmmaP October 18, 2019 7:49PMAccounting Feature Ideas
  • I call the phone line and it's unavailable. I got to live chat and it's unavailable. I email and get no reply. Im just trying to figure out why they are withholding payment. Its got to the point where I'm having the customer cancel payment so I can actually get my money. I wouldn't recommend this company to my worst enemy.
    FernServices_1 5 views 4 comments Most recent by AlexL October 16, 2019 6:24PMSales & Invoicing Technical Support
  • Hi friends - I do a lot of sales calls and need to have a way to take credit card information over the phone and enter it into wave. Do an immediate charge and have the client receive an invoice. I don't know how to do that beyond sending them an invoice and waiting for them to pay.
    kdoug 5 views 1 comment Most recent by AlexL October 16, 2019 2:40PMSales & Invoicing Technical Support
  • I recently created a new company. I connected by bank accounts (checking & credit card) with no problem. I imported transactions from 1/1/19. No problems. I then activated Payments. In the activation process the system naturally asked me to connect the Payments account to my bank account, which I did. Now, in the Connected Accounts tab under B…
    Fritz_G 25 views 1 comment Most recent by JordanD September 21, 2019 4:12PMBank Connections
  • Hello, Is there a way for me to add a memo or note on a customer statement? Client wants me to display my banking details on their statement.
    Eldavinn 13 views 1 comment Most recent by AlexL September 10, 2019 5:25PMSales & Invoicing Technical Support
  • Hi all, I am not really sure what I am supposed to put on here but here goes nothing. I am currently a bookkeeper/office manager in the great state of Montana. I am highly skilled in payroll, accounts payable and reconciling but my niche is accounts receivable. I live to get companies their money. Recently I have opened my own bookkeeping and c…
    bullseyebandc 16 views 1 comment Most recent by JamieD August 29, 2019 4:42PMPro Network Listings
  • 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?
    vizion 28 views 5 comments Most recent by ChelseaK August 20, 2019 6:58PMSales & Invoicing Technical Support
  • Hi everyone, My associate and me both do billing independently of each other and although a certain portion of what we bill goes to a common bank account, the big majority of the amounts someone bills go to that person directly. Currently, all of our payments from Wave are made to a single bank account and the constant splitting of the money that…
    antoinedl 15 views 1 comment Most recent by ZoeC August 19, 2019 3:04PMTechnical Support