Sales & Invoicing Technical Support
Discussion List
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Tip: To add or edit your contact information (address, website, etc.) that appears on an invoice, visit your profile. If I click on the Your Profile link it takes me on a 404 page and I can't edit extra info that I would like to see on my invoice. Any solutions?
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Hi, I'm new to this program and struggling with a few problems, first when I generate a invoice and send it, the footer I put in, isn't on the invoice, ( there is no option to put your banking details on the invoice, so put it on the invoice as a footer) and second the invoice receive prints over two pages. Third the rights side of the invoice out…
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The thousand separator is missing for the dollar amounts when sending via email. For better readability, it should show up as $1,000.00 USD instead of $1000.00 USD. It works correctly for invoices.
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I just started using wave so i'm trying to figure it out. I sell bottled honey at a store that rents out shelf space and then charges a 10% commission fee on all goods sold. So I'm wondering how do I enter this into wave to track everything correctly? At the end of the month I get a report from the store with the list of goods sold and for how m…
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I have multiple customers with multiple recurring invoices. Their due dates are all different. The problem: When a recurring invoice is sent to a customer, the system uses the most recent customer's invoice number as the invoice number of the next customer. Example: My customers are John and Jacob. John's recurring invoice that was sent has …
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Hi there I made and sent invoices, and created clients on my laptop that are not showing on my phone app
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Hi Wave, we recently detected that our invoice number issued was skipped as picture shown. The last invoice is 100069 while next is 100071. This should only happen when the invoice (100070) in between was deleted. While we had checked our team there is no anyone deleting the invoice. Kindly assist if we can trace where the missing number gone or…
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My items are a mess now! I have a certain order for my items/products and now, it's all randomized and it's messing with me. Is there an issue regarding this?![]
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Dear Wave and Community, I've recently started using Wave and just realised that the PDFs of the invoices are being saved as the payment due date rather than the invoice issue date. The client may well want them to be dated this way (maybe??) but I would like them saved by the date I issued them. Is it possible to change this setting anywhere? Th…
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I live in Canada, and have an RBC Canadian account currently tied to my business. We are onboarding a US client and opened a US bank account (RBC-US) and am trying to connect my US bank account. Plaid is saying that my log-in is incorrect. I swear its not. How do I get this fixed?
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hi I'm trying to find out how to print invoices/ receipts from the app ? I want to use an iPad in my shop and put the app on it however I need an easy way to create and print invoices/receipts
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Hello. I don't accept credit cards, but would like to accept bank transfers. Can I remove the credit card tab option from my invoice link so clients only can select bank transfer? I already have my account set up to not receive credit card payments. When I create a pdf of the invoice, the credit card option is not there so that works fine. It's ju…
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I can see that I have been paid by a customer (my first payment via credit card) - but it has been 5 days (3 working days) and I have no record of this being in my Stripe account, nor in my bank account. In my Wave, it just says it is pending. How do I access this?
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I have a customer that currently has Net 25 terms but I can't seem to change the invoice to display anything other than the "standard" terms. I'm not sure if it's "tech support" or if it's a "new feature idea", but I am struggling to figure out how do this (if it's even possible). Seems like this is possible on indivi…
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Hi there! Super new to Wave and all things accounting, so I'm hoping I can get some guidance on this. Should the price entered under "Products and Services" be the cost or retail price? I had previously entered the cost price, and sat down today to fill out all my sales over the last few months in the "Invoices" section. I not…
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Hello everyone. Im basically trying to log in an item that I receive in a bill from my vendor with one price, and then log in the same item in an invoice to a customer with another price. I tried selecting the option to buy and sell the same item, but when I change the price, it changes the price in both the sale and buy accounts. I need to show t…
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Hello. I am new to Wave A couple of clients paid me through the Wave account. I would like to transfer them to my bank account, how can I do this? or with that money there I can make other payments without problems? Thank a lot
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Is there any way you can remove your business address from the invoice? Since the changes on 1 Dec 2020, newbies like me - from South Africa - can’t set our country. So my address now has my street address and area followed by a compulsory selection of a state in the USA. I have to select a country and state (it allows me to select SA and our pro…
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Is it possible to create a product /service with variable cost. Say a product/item price varies on a daily basis, so the price component should be entered on a daily basis. Is it possible in wave. ?
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Hi all, My company uses a site to sell shirts. The website handles all the inventory for us, so we don't have to buy more than what we sell. It's a very smooth process. But I'm struggling to figure out how to set up my chart of accounts for importing the transactions. Say person X buys a shirt at 22.99 plus tax if necessary in their jurisdiction…
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I created an invoice in June & charged my client sales tax. They just came back with their sales tax exemption form. The invoice has been paid. How do I refund the sales tax in the system?
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Sorry don’t see a search feature of this has been answered! I need to give my client a printed invoice at time of service. How does one print off a draft of the invoice - ie before it has been paid?
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Hello, I try to add few sentance of notes on invoice at Default setting. But it did not show up automatically. Anyone know how to fix
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I'm having trouble separating partial payments on invoices from the full invoice amount on my profit and loss sheet. In my 'sales' category, it's showing the invoice's entire amount instead of what was actually collected which is throwing my numbers off for tax time by a ton! The transaction shows the proper amount, but it is not editable because …
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how does one remove a vendormatloaneconstraction 1 view 1 comment 0 points Most recent by aileenpalaran February 22, 2021 2:14PM
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Customer double paid and it shows in the statements as a credit but how do we apply it to an invoice?
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Hi Community, I Just started with Wave. We had a few clients we signed up before we started using the invoicing feature. When I created the invoices, I was able to link the payments to our account to the invoices. The problem is I have a balance left on all three that is equal to the credit card processing fee our previous card processor, Stripe, …
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I set up several of my customers for automatic payment. For a few of them, the payments were made for a month or two, but then they stopped and now the credit card info is no longer stored in their customer record. I don't believe that these cards have expired. Why does this happen? My customers expect the payments to occur automatically, and …
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I recently encountered two issues and having trouble resolving - 1. Created new item in "other Income" account, but isn't present/available as line item on invoice. This was working fine previously. Any solutions? 2. As a remedy to the previous issue, I created a new income item on the invoice from the invoice page. After saving, send…
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I already have an invoice I want to use. Can I import this invoice instead of using one of the three templates offered? If so, how?
