Sales & Invoicing Technical Support
Discussion List
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I currently accept deposits prior to creating invoices (often when I accept the deposit to start a job, I don't know yet what the final invoice total will be). I put the deposit into transactions and categorize it as "deposit holding account". Later, I apply it to the invoice after I create it. Is there a way for me to send a receipt for…
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We have one company with one EIN. This company has 4 different trade names, for 4 different lines of business, each with it's own services, products, and customers. Our customers only know the business name they deal with. Is it possible to invoice them in that trade name, not the corporate name that's on our EIN, and add that logo to the invoice…
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I have some invoices that will never be paid. How do I lay them to rest so they don’t appear in “overdue” invoices?
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Wave has accepted a credit card payment then blocked it because of a card issue. Now it has locked the invoice and the 'Paid by wave' transaction making it impossible for us to delete either of these and thus listing a transaction that has not actually been completed. Does anyone know how it is possible to overcome this and delete the unpaid invo…
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I feel like I'm losing it. I need to split some payments to multiple invoices but I don't have that option. I've read the two (very different) guides on how to do it, but there is no option in my account to split payments. Is this something I need to turn on in the settings somehow? When I click the arrow to the right of the transaction, the only…
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@Barsin @AlexL 1. Which is considered a safer for the seller? 2. If a customer uses an unauthorized credit card or ACH using WAVE's payment collection system, are we (the seller) responsible? Do we still get paid? How does this work for each?
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I use another program where I do my invoices. I want to do the bookkeeping using the bank statements. Is this possible?
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Hello, I have a python script which queries for invoices and I noticed that I can only get 50 results, even if i increase the pageSize variable beyond that, I have not seen any documentation (yet) about a limit for the query for the invoices. Note: the pageSize variable works for smaller values, I.e. 4 or 10 and it will limit the variables as exp…
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hi morning , i want to delete all of my invoice in my wave account . can you show me how the fast way to delete it ? because it will take a long time if i delete it manually one by one. thank you
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I already have several recurring invoices, and I would like to change all the Notes / Terms. I thought going into settings, invoice customization, and changing the Default notes / terms would solve it, but new invoices do not reflect the changes. I went to edit the recurring invoices, but can't find a way to change the notes /terms.
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I know, it's so 2018, but I still write checks. Is there an option to print checks from the Wave interface as there is with Quickbooks? If not, is there a way to at least enter a check number when I enter the transaction? I don't see a field for that.
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So a new client all of a sudden has multiple invoices tagged to the account that are paid back in 2019. The problem is the previous invoices were actually from a different client but now showing the new client. Problem with this: I can't tally now properly total of each client When I try to check previous invoices, I'm now confused since they are…
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Hi, The WAVE app has made a lot of recording for my small business very manageable. However, with overdue payments I find it gets a bit tricky. For example I have an invoice that is overdue. I added the interest due, to the original invoice but saving it would overwrite the original invoice. Should I replicate the original invoice and then add …
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Hello, I'm wondering if anybody has a similar situation. Also, how well Wave deals with this? Will it connect with my bank in the US? Or only with my Canadian banks? I have one bill I pay in the US and occasionally, make purchases from that bank account. I need to know it can handle the currency conversion, when it comes to Tax time!
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I have created a vendor bill, but need to be able to email a copy to the specific vendor. In other words, a purchase order for products ordered. I also need to be able to print it. When I print it I get it in edit mode
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I created a new product and forgot to change the income account so some of the invoice income is being assigned to the wrong account. I have corrected it for future sales, but any way to adjust the income account for a past transaction just to clean up reports?
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Good day all, Please can someone assist me as my cashflow has a cash outflow listed on the graph however I have not added any receipts/payments to my accounting. How do I find out where these outflows are coming from so that I can correct them. Thank you.
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Hi There. Ive just printed an invoice out and its so small I can't even read it. How do I make it bigger before I send to client?
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I've signed up for Wave Money, and am looking forward to having immediate access to my money. Thanks! Is it possible to split the payout? Can I have have a % transfer to my Wave Money account and have the balance sent to another checking account? Or is a work around transferring the money from Wave to my business or personal account through the ap…
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We have a problem about not receive copies of invoice and receipt to our email after active feature Copy to Myself right now. Previously the feature working and we always receive copies (pdf) invoice and receipt after we send new invoice and send payment receipt. Please help and advice. Thank you.
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I have not setup bank information so I'm unable to get the Sales>Payments>Help icon. It wants me to finish setting up my bank information so I can access a payments that was sent to me via the Wave Make Payment button. I don't want my customer paying through Wave so I'm turning this off for future invoices. However, since I won't give my…
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Help! How do I show proof that a customer has not viewed an invoice?
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There is no field on invoice template to add e mail address. How can I include this on the invoice. Thanks in advance.
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Hello, My dashboard won't load the entire right side of data (just wheel spins, as seen in the first screenshot). I also cannot see my estimates (second screenshot, just blank), nor can I create any new estimates (third screenshot - loads to an entirely blank screen). This just started a few weeks ago, and my partner who also uses a mac and chro…
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Every time I try to change the country on my business address to Ireland (or to any other country), it saves as the United Kingdom. Is this a glitch, and is there a way around it?
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I had a invoice paid yesterday and at the same time I received an notification that Instant Payouts were available to me. I signed up and then my payout was put on hold for security reasons. I call the number that is given to us in red letters and when you call it, it says there no longer is a phone support option, only live chat during 9am-5pm E…
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Hi I have a payment going into the wrong account. Can you please help.
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Hello! I am new to wave and am in the process of launching a business with my partner. We both have equal shares in the company and before we had a business bank account we were using our personal accounts and credit cards to make payments for all necessary expenses. Thankfully we've kept all of our receipts. For all of these initial expenses, is…
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Any idea how can i export invoices into csv format so that i can migrate all my invoices into another accounting software?
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When I select to add a new customer, the remainder of the address does not populate with options. For example.. entering 428 Dundas no address suggestions are coming up to select from the drop-down menu. The problem is occurring with both Safari and Chrome browsers. Please advise if this is an on-going issue or a known issue. I give up trying…
