wave_discussion
Discussion List
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Hi, I am trying to connect our Lloyds Business account to Wave. It keeps on saying 'unable to connect' and does not give the option to add username or password. When I try to add the bank connection through the normal Lloyds link (not Business), it says your bank needs you to review our information. Please can someone let me know whether Lloyds b…BEST 116 views 7 comments 1 point Most recent by MerlinAccounts_UK June 18, 2019 2:59PMBank Connections
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I'm not able to find any information regarding the printing of Accounts Payable checks. Does Wave Accounting support this? It's not useful to me if not since many of my vendors do not accept credit card payments.David 3.2K views 57 comments 1 point Most recent by Barsin June 17, 2019 8:28PMAccounting Feature Discussion
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It doesn't matter where in the UK you are based, you've already leapt into the cloud to do your day to day accounting on Wave so why not stay in the cloud and deal with an accountant that can happily work with you in the same way too? Feel free to get in touch to arrange a FREE non committal consultation - by email to [email protected],…MerlinAccounts_UK 9 views 0 comments 0 points Started by MerlinAccounts_UK June 17, 2019 10:25AM Find a Wave Pro
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Any way to add more than one shipping address to customer file? This would enable a drop down selection when creating invoices and ship to Thanks BillBillR 85 views 15 comments 1 point Most recent by JamieD June 15, 2019 2:22PMSales & Invoicing Feature Discussion
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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 509 views 18 comments 5 points Most recent by Zoe_caff June 14, 2019 9:21PMSales & Invoicing Feature Discussion
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Is there any option that we can change the preset invoice and estimate styles with a custom made. Has anybody done itgranda 185 views 12 comments 0 points Most recent by ckeen_1244 June 14, 2019 7:26PMSales & Invoicing Feature Discussion
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Is there a way to import products from a .csv format?RVFmal 474 views 25 comments 3 points Most recent by Zoe_caff June 14, 2019 4:53PMSales & Invoicing Feature Discussion
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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
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As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?jason1234 3.3K views 86 comments 11 points Most recent by naylag June 12, 2019 9:37AMSales & Invoicing
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Hello! I was wondering if the use of "tags" to track certain projects or customer transactions within Wave has ever been discussed or considered. Short of (i) going with a full-blown Class or Project Tracking system (similar to what QB uses); or (ii) having the ability to assign accounts other than Income to bills and invoices (assign pre-paid…PBrooksMac 563 views 34 comments 5 points Most recent by bufordr1 June 9, 2019 10:20PMAccounting Feature Discussion
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Hi, I am migrating some of my clients from QuickBooks to Wave, to minimize the amount of capturing. However they have become used to the way the Profit & Loss report was and require the same report. I cannot seem to figure out how to generate a P&L for the year to date, but with all the months as separate columns for comparison purposes?Stienie 937 views 10 comments 0 points Most recent by thomssi June 8, 2019 12:23PMAccounting Feature Discussion
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Is it possible to change the wording of your payment reminders?Berhoz 102 views 17 comments 1 point Most recent by JellyfishChris June 7, 2019 7:24PMSales & Invoicing Feature Discussion
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Our product team is looking far and wide at the cloud software that our customers use and want to integrate with Wave. There are actually a couple dozen posts about topics like time tracking, e-commerce, point-of-sale, etc. so thanks for sharing there. The purpose of this post is to ask: what are your top 2 requests and why those two? Here, we'…Mani 1.1K views 87 comments 2 points Most recent by whataboutchris June 7, 2019 2:13PMAPI & Integrations Feature Discussion
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Hello, I was wondering if it is possible to request a percentage of an invoice total. This would be in the case where you charge in milestones - 50% upfront and 50% after the roughs have been approved. Thanks!
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Hello, I've contacted support, but was only led to the FAQ of how to set up a bank connection. For almost 3 weeks now, my Chase credit card goes through the motions of updating, but doesn't actually update. There is no error. My other accounts are updating just fine. I've tried turning the connection off and on. I've cleared cache, history, etc. …
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We're currently having a deep look at the way our customers use Wave to help run their business. We know that for many of you, that involves other cloud based software. We're curious to know if you also use Zapier to help connect any of your cloud software to automate some of your workflows and get data into different systems? * If you do, is…Mani 435 views 21 comments 1 point Most recent by alexlewiszarkos June 4, 2019 9:16PMAPI & Integrations Feature Discussion
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It is difficult to get correct reporting without sub-accounts. Wave - please consider adding this feature in ASAP!lorrijw23 Poll 106 views 18 comments 2 points Most recent by alexlewiszarkos June 4, 2019 8:29PMWave Features
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Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)adamtenner 360 views 18 comments 0 points Most recent by TimK June 4, 2019 8:09PMSales & Invoicing Feature Discussion
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It'd be nice to allow using HTML in invoice fields, such as Footer and Memo/Notes. This would allow for formatting text nicely (like making certain things bold, italic, etc.), or formatting things in a more advanced way, like using DIVs and inline CSS to output the Notes/Memo field in multiple columns, etc.PackWeb 84 views 13 comments 3 points Most recent by webxsite June 4, 2019 6:31AMAccounting Feature Discussion
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I would like to request a new feature be considered. Time tracking. I've read the post where time tracking was discussed on Feb 28th but wanted to know if its on your road map and when you expect to have it launched. Thanks for all the great work you do.intellitech 3.3K views 61 comments 3 points Most recent by Gillian June 3, 2019 11:38PMAccounting Feature Discussion
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My TD Bank account is not updating on Wave. I hit "Update Now" and it looks to be working but then it doesn't update (see screenshot). I have tried re-entering my credentials, but that doesn't work either. Help!
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My bank shows that it should be importing with the green button on. My transactions are not importing. I have toggled off and on and clear cache.
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Hi there! After many months of the Capital One Spark Checking failing to import my transactions and getting no help from anyone, I did a few things this morning: * I tried adding Spark Checking to Mint... it imported my transactions perfectly. So that led me to believe the problem is on the Wave side of things. * I read everything I could …RachelGeeksOut 647 views 55 comments 0 points Most recent by alexlewiszarkos May 30, 2019 6:25PMBank Connections
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I know this is something that has been asked before, but let me open the scope of its importance. PROBLEM For customers of Wave who have a large number of stock codes, the configurations maybe are repetitively grouped together. To prevent having to re-add all the items that exist on another estimate over and over seems like an improvement wo…dane 353 views 55 comments 6 points Most recent by Samd May 30, 2019 4:13PMSales & Invoicing Feature Discussion
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Dear Wave team, I was wondering if its possible to import in bulk sale invoices (in Excel format, preferably). I have been manually issuing invoices for the past days but its a bit tedious and very time consuming. Best regards,laurent 1.1K views 7 comments 0 points Most recent by alexlewiszarkos May 29, 2019 8:37PMWave Features
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I do try and use my iPad Pro as much as I can when I'm traveling, it's just a nicer work surface than the iPhone for my remote office tasks. The iPad apps for Wave Receipts and Wave Invoices are direct iPhone ports. They are not full screen, they do not rotate to landscape and I would love to see the WaveApps optimized for iPad. Thanks YouTLCINC_18 61 views 4 comments 1 point Most recent by dandies May 29, 2019 2:23AMMobile Technical Support
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I moved over to Wave after a decade with Harvest. I loved what they did but I wanted it all under one roof. For the most part I am happy with the switch. But I miss the ability for a client to actually approve an estimate. This would let me know we are ready to go and it would take the estimate out of the estimate lists and categorize it as "Appro…lterenzi 546 views 45 comments 5 points Most recent by alexlewiszarkos May 28, 2019 7:41PMSales & Invoicing Feature Discussion
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It would be nice if there was the ability to attach internal notes (which are only visible to our staff and not the customer) to invoices or customer statements, because in many times we customers or payments that we want to explain a bit further by adding such notes or memos to them.lcslebanon 350 views 51 comments 5 points Most recent by JamieD May 23, 2019 8:55PMSales & Invoicing Feature Discussion
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Hi everyone, I started using Wave about a month ago, great product and UI/UX Initially everything went well and I was able to sync both my Business Checking and Business Credit card accounts from Chase. All transactions were properly synced and updated on a daily basis. I'm now having trouble since ~July 18th, the balances are still sync…wavefan 373 views 31 comments 0 points Most recent by alexlewiszarkos May 20, 2019 6:37PMBank Connections
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Hello, I live in Switzerland and i must send invoices in different languages, never in English. I can customize most texts but i can't change the most important ones, for example: * "BILL TO" text above the customer, * "Total" text under the items * "Amount Due" text * "Invoice Number" text * "Invoice Date" text * "Payment Due" text …Fieel 234 views 29 comments 8 points Most recent by FabForward May 17, 2019 3:22PMSales & Invoicing Feature Discussion
