Sales & Invoicing Technical Support

 

Discussion List

  • I just had my second client pay with a credit card (not amex) and the fee was 6% not the stated fee.
    cmfweb 21 views 1 comment Most recent by AlexL February 17, 2021 3:54PM
  • Hope I've found the correct place to ask this question. I recently had the situation where an invoice had been sent, but the customer had not received it. Upon investigation, I found the email address had been entered incorrectly and had "bounced", however I had no notification this had happened. How do I check that an emailed invoice ha…
    Canterness 21 views 5 comments Most recent by NancyC February 17, 2021 3:41PM
  • I have to document a donation we are giving a charity. We have decided to donate a website design template to them but we have to document the price for the template for tax purposes but in a wave, I see nowhere to document or create a credit note.
    hurdvontae 11 views 3 comments Most recent by NancyC February 17, 2021 3:18PM
  • Is it possible to auto send statement to clients every month to see all unpaid invoice
    Makeneta 101 views 4 comments Most recent by Kristin_G February 17, 2021 8:47AM
  • Hello. I was wondering if wave have an invoice option that deducts the amount they paid from the amount due. Example. I am a wedding planner. Charge $1000 for full Service. The client will slowly pay that off monthly. So their first payment will be 100$. Is there a way for the invoices to show that they have 900$ remaining when I set them up …
    GBMevents2020 1 view 2 comments Most recent by AlexL February 16, 2021 8:03PM
  • I invoiced a client who in turn had to forward the invoice to his attorney managing his account. The attorney tried to pay via credit card and received a red Microsoft warning. Was this because she was trying to pay on a forwarded email & not the original? Will I have to add the attorney's email to invoice directly, even tho it is not an invoi…
    MartyMc 1 view 1 comment Most recent by AlexL February 16, 2021 4:48PM
  • I was just notified that Wave payments will no longer be available. Any suggestions of another payment service to switch to in light of not being able to use Wave for payments anymore? Do any other services integrate with Wave for accounting purposes?
    Secundus 31 views 3 comments Most recent by AlexL February 16, 2021 4:07PM
  • Two days ago received an email from a wave stating "We apologize for the inconvenience. We evaluate risk based on several factors such as understanding a business' model to help us determine whether it is susceptible to high chargeback and refund velocity. Unfortunately, we have deemed your business to be high risk due to the risks of char…
    Statomic 161 views 3 comments Most recent by KristenV February 12, 2021 8:53PM
  • In my global setting, I turned off both Credit Cards and Bank Payments. I created recurring invoices and selected the automatic payments option; however, credit card payment was disabled when actual invoices were created. It appears that recurring invoices always follow the global payment setting. This is problematic since I receive check paymen…
    glent 1 view 1 comment Most recent by AlexL February 11, 2021 4:26PM
  • Hello everyone! BRAND new to Wave (as in... today). I sent my first invoice this morning and the client chose to e-transfer me (he's older and afraid of tech). I'm trying to mark the invoice as paid, but I'm completely confused by the "Payment Account" dropdown... it only offers Cash on Hand, Owner Investments, and Wave Payroll. I click…
    ColinSimmons 21 views 1 comment Most recent by AlexL February 11, 2021 2:48PM
  • I’m supposed to receive a deposit but account has been closed .Will Ky still come
    Deuce 11 views 1 comment Most recent by AlexL February 10, 2021 9:12PM
  • What control does the client have over automatic payments? Can they turn it off? Can they change card numbers or update expiration dates?
    JohnHorning 1 view 3 comments Most recent by JulianP February 9, 2021 7:26PM
  • Is there a way that Wave can determine sales tax based on customer address? I am switching back to Wave after going to QBO for a short time. QBO will determine sales tax rate based on customer address. (State plus local option tax.) It and connection directly to Capital One were the two great features.
    qcaDogWatch 11 views 1 comment Most recent by AlexL February 9, 2021 7:11PM
  • hello there i am not able to create new invoices
    bryanauto 11 views 1 comment Most recent by AlexL February 9, 2021 3:42PM
  • I am in the process of making a website for a business I want to start and it says it doesn't accept online payments and i'm totally confused on how to fix it and it says that I can fix that with Waves.
    MeishhTreatz 11 views 1 comment Most recent by AlexL February 9, 2021 2:38PM
  • We do not bill customers directly or use Wave to send invoices. We have two platforms that pair with Stripe to manage our sales. One is our website platform that automatically bills our customers for their subscription, and the other is ThriveCart, which manages our product and service purchases. All of our sales then flow into our Stripe account.…
    CharlysAngels 31 views 1 comment Most recent by AmandaRussell February 9, 2021 2:26AM
  • I just tried to log in to my account that was working well until today. I can't log in. I'm in Thailand and I'm not sure as this is the problem as the only options available now are USA and Canada. It was working great with Thai Baht until today. Any ideas? Thank you in adavance Juan
    Juanito1971 31 views 1 comment Most recent by KiahD February 8, 2021 9:30PM
  • Good Day, Can someone please assist me in regards to why I cannot edit, create or use any of the wave functions currently?
    Jamie_1983 21 views 3 comments Most recent by AlexL February 8, 2021 4:14PM
  • Please assist as we need a report for all outstanding estimates is this possible
    Ed760424 11 views 1 comment Most recent by JulianP February 2, 2021 9:33PM
  • Hi there, Just wondering if there's a way to select multiple invoices and send them to the same customer all in one email, rather than as individual ones?
    alistairm 591 views 6 comments Most recent by Shelby January 31, 2021 4:22PM
  • Is anyone else having this issue? HELP ME!!
    HenryW702 1 view 1 comment Most recent by HenryW702 January 29, 2021 8:17PM
  • When i do a bulk printing of Invoices the margins are off. If I just print one at a time I have then I have the option to select the margins I want and I select narrow. But I have to do this for each individual Invoice. Thats annoying!! Where can I save margin settings. Or create my own invoice. I know most send online but we have a lot of o…
    Tjbartmess_81 11 views 1 comment Most recent by NancyC January 29, 2021 7:59PM
  • Please help me understand why there is a save and continue and not a simple save or save as draft button? You can not just assume that everyone wants to move to the next screen, it's not like the auto save is on every new item added. What about us that just want to record an hour and continue working? The auto save does not seem to save every ac…
    jnpr 111 views 3 comments Most recent by NancyC January 29, 2021 6:43PM
  • PWMPWM
    Invoices can be customized but not the emailed templates that appear in your customer's inboxes. For example, perhaps it's useful to display the Business name or contact; Having an clearly named button to show invoice details. As a WaveApp user, would you rather:
    PWM Poll 1 view 1 comment Most recent by William_Switzer January 27, 2021 1:45PM
  • Hi, I have 5 food carts and all my income is in cash. I don't invoice any of my customers. What is the best ways to show my daily, weekly etc cash sales by cart as cash income?
    Juanito1971 11 views 1 comment Most recent by JulianP January 26, 2021 10:02PM
  • I have invited a user to my company. They are uploading/updating the Customers section. Why is it that when they add a customer I am not able to see the update on my Customers tab considering I am "Admin"
    Digix 21 views 1 comment Most recent by JulianP January 26, 2021 8:22PM
  • Hello all, for some reason when I try to scroll down my list of customers on the phone app it will not move. So I can only see the first couple of customers on my list. Any help would be greatly appreciated. Thanks in advance.
    Bill1972 1 view 1 comment Most recent by JulianP January 25, 2021 8:50PM
  • Good Morning Community, Please could you assist... Is there any way in which one can export a customer statement into PDF format? I have had a few corporate clients who have requested their statement as a pdf. I have tried to 'print to pdf' using the Nitro PDF creator software on my PC, but the attached is how it looks, and I cannot send this …
    Lisa_7206 1.3K views 17 comments Most recent by Charlene_H January 19, 2021 12:18AM
  • i have recently started using wave and im not seeing an option to set a sales price on my purchased items for resale. there is the option to use item for both sales and purchases but not an option for the price variation. and if i create a new item for the same product, will the program record the COGS in the income statement. can anyone assist me…
    britney 4 views 1 comment Most recent by JulianP January 18, 2021 10:06PM
  • Please add a save or save-as-draft button on invoice beside save and continue.
    jnpr 11 views 0 comments Started by jnpr January 18, 2021 9:59PM