Sales & Invoicing Technical Support

 

Discussion List

  • Hi, is there a possibility to add a PayPal button to allow my clients to just click on it and pay me via PayPal? Right now the only options available are cards and banks. This button would lead them to a PayPal.me link,
    hcmendez 21 views 0 comments Started by hcmendez February 18, 2022 2:24AM
  • This invoice was paid by wave. However, customer statement shows the invoice as unpaid. Also, I can’t see the “invoice payment” transaction related to this invoice! Can you help me?
    Maria_Arge 21 views 0 comments Started by Maria_Arge February 16, 2022 1:23PM
  • I like to know how you pre-set up a person/business as tax exempt in their profile? Do you have to create a tab in the sales tax tab? Also, if a customer has one outstanding invoice and pays for both in a second one, is there a way you can just compile the payment on the second instead of having to make two separate inputs?
    Sweden03 1 view 0 comments Started by Sweden03 February 16, 2022 12:28AM
  • I recently switched from a TD business account to an RBC business account. Now every time I receive a payment from a client and wave tries to deposit it into my RBC business account, the account disconnects. What the heck is going on, this is infuriating. (Before I had the TD business account I was using my personal Tangerine account and also nev…
    SDPhotography 32 views 0 comments Started by SDPhotography February 14, 2022 7:32PM
  • Hello, I've searched the existing discussions and couldn't find any recent discussion on this subject. How are people handling invoices for large jobs that require customers to pay in 2 or 3 installments (ex: 30%, 30% and final amount when job is done)?
    syfinocchiaro 33 views 0 comments Started by syfinocchiaro February 14, 2022 12:49PM
  • Hi Guys Is there a way to create a custom payment method when recording a payment manually? Thanks in advance Vic
    Victor_Mynhardt 42 views 4 comments Most recent by SisterAdmn February 12, 2022 2:24PM
  • Is there a limit for free Invoices. If yes, how can we generate more invoices ?
    Alexander_1988 431 views 10 comments Most recent by 536joe February 9, 2022 5:41AM
  • Is there a way to pause recurring invoices? We have customers currently on a weekly recurring payment via Paypal and when they are going to be out of town we can suspend the payment until they are back. Is there a way do to this in Wave's recurring invoices? So far the only option I've found is to end the recurring invoice and then re-enter the i…
    Steve Myers 911 views 15 comments Most recent by DDCWAP January 31, 2022 9:44PM
  • An [Active] recurring invoice i started on [August 4th 2020] has been sent [On the 15th day of each month] 16 times successfully so far. Now I need to edit the amount going forward (which I've done in the past), but both [Save and Continue] (inside Edit) and [END] are disabled in this recurring invoice but not in other active recurring invoices!…
    TLBaron 24 views 1 comment Most recent by TLBaron January 31, 2022 9:23AM
  • I love how Wave invoices look if I send a client a link to view it online but when I download a pdf of the invoice, the words get scrunched up (very little spacing between lines). My business is design related so this isn't ideal. Is there any way to change this?
    kakuni 11 views 0 comments Started by kakuni January 30, 2022 12:43PM
  • I followed Wave instructions for this issue but I kept getting an error message. The issue is in "payment method" which they don't mention. I guess they assume the payment is via a "check"..in this case it will be a bank deposit via QB...strange I know....using two payment systems right now while transitioning. Just FYI. Sol…
    Cal1950 21 views 0 comments Started by Cal1950 January 29, 2022 12:40PM
  • This popped up two days ago on one off my accounts. Have been using Wave for 5 years and never had this. It also does not appear on my other accounts. Are there suddenly a daily limit on number of invoices sent??? ****You’ve sent a lot of invoices today—nice going! You've reached the daily limit on invoices you can send from Wave. You can still s…
    Murison 51 views 0 comments Started by Murison January 26, 2022 6:55AM
  • I have an open invoice that the customer is paying draws towards. The invoice has been open from 2021 into 2022. My sales tax report for 2021 includes the entire amount of sales tax for the invoice, however the entire invoice will not be paid until the job finishes later this year. Is there any way to make the sales tax report only show the tax am…
    Ander_311 2 views 0 comments Started by Ander_311 January 26, 2022 1:19AM
  • A lot of times I prefer getting the share link for an invoice and pasting into messages, emails, etc. However, there's styling within the copied link (rather than plain text of the http link), so what I end up pasting has a larger font and yellow colored background to the text. See example of yellow background text: It's a little pet peeve of …
    phototracy 91 views 6 comments Most recent by TKD2 January 24, 2022 8:58PM
  • Upon the payment of an invoice it gives me the option to send the client a receipt. Is there a way to customize the default text (sampled below)? I know I can customize invoices and estimates, but can't seem to find anything on this. I know I can edit this text before I send it, but I'm hoping there's a solution to change it by default for all …
    KatyRogersArt 461 views 7 comments Most recent by Piano_Teacher_01852 January 23, 2022 1:08PM
  • My business frequently sells vacant land on terms, where we retain the title and issue a land note. Essentially we sell land on owner financing. A typical deal would consist of a one-time down payment and document fee, with recurring monthly payments for the length of the term (could be 12-60 months, or more). Does Wave permit recurring payments …
    reydn 1 view 0 comments Started by reydn January 18, 2022 6:41PM
  • The button keeps bugging out. The only way to fix it right now is to log out and back in again. FOR EACH NEW INVOICE. This is ridiculous. Please help. The bot was frustrating and unhelpful.
    Pbackman 11 views 0 comments Started by Pbackman January 17, 2022 10:57PM
  • Hi, I've set up a Checkout for a workshop I offer, but I'd like to limit how many people can pay for it at a given time since there's a cap on participation. Is there any way to set a maximum of sales to control "inventory" per Checkout page?
    LaurenNYC 21 views 2 comments Most recent by JonathanCarter January 15, 2022 1:55AM
  • There was a bug causing issues with our automatic account feeds and we had to completely delete and re-add them. Unfortunately, there are 4 transactions it will not allow me to delete and re-add- 2 Invoice payments (CC Payments) and two cc fees from 2017 and 2019. Can you please explain why it will not allow me to delete and re-add these so I can …
    Jeana 11 views 1 comment Most recent by Jeana January 13, 2022 4:39PM
  • I have a kinda unique request, my client has several invoices that are due, some of them from the past year and they are all billed to his non-profit organization. At the moment, he is willing to pay from his private business for some other work that I will do for him and he wants me to charge a little bit more on future invoices so that a portion…
    Alex_V2 1 view 0 comments Started by Alex_V2 January 13, 2022 2:46AM
  • I have an unpaid invoice it says it was emailed with three reminders sent but I cant find those emails, how do i check to see where wave is sending those emails
    Scott_Barton123 11 views 0 comments Started by Scott_Barton123 January 12, 2022 4:58PM
  • I'm in the business, invoice customization. I've tried to update the "default subheading" and per the information, It says below the box "This will be displayed below the title of each invoice. Useful for things like ABN numbers." What I can't seem to figure out is where the heck does this appear on the invoice because it does…
    ohnmyohn 11 views 1 comment Most recent by ohnmyohn January 12, 2022 4:26PM
  • Is there any way to place on hold, the Recurring Invoice created; rather than End it completely. There are times when a respite is necessary, and Ending the Recurring Invoice, affects the accounting history and Customer Statement.
    PProjects 47 views 3 comments Most recent by coachjonm January 12, 2022 12:01AM
  • Hi, in the last few months about once a week an invoice from the past that was fully paid suddenly shows unpaid and overdue - the payment has been removed from it. Previously it would have been associated with a bank transaction, and that transaction is now gone, weeks later. Any idea what is causing this problem? Thanks
    hopefulsort 11 views 2 comments Most recent by hopefulsort January 10, 2022 6:04PM
  • Yesterday, all my customer invoices that have been PAID via cash, check, or other non-Wave payment suddenly showed up as "overdue"/unpaid. Here is a screenshot: . Please advise.
    Olive72 34 views 0 comments Started by Olive72 January 8, 2022 5:23PM
  • Where is the "Sales -> Products and Services" screen referred to by the balloon in the attached screenshot? There appears to be no way to edit product codes on the "Personal" account once they have been created. All other invoicing functionality seems to be accessible except for that one important screen.
    M_Makowski 41 views 1 comment Most recent by M_Makowski January 8, 2022 5:01AM
  • I have income showing from the wave invoice and the bank deposit, how do i change invoice not to show up as income
    Jertannehill 32 views 0 comments Started by Jertannehill January 6, 2022 9:04PM
  • I buy items from a supplier and sell them with mark up to my client. How do I record these items, and send my purchase order to the supplier. Also - is there a way then, of just adding the items to my invoice, where I can then mark them up? Many thanks all... If I can do this I will be so happy. Its a great platform.
    Martina_Comms 2K views 23 comments Most recent by The_Notorious_PIG January 5, 2022 11:26PM
  • Hi, I just brilliantly marked the wrong invoice as paid. I don't see the payment under Sales > Payments, so there's no way to delete it there. And I don't see a way to do it within the invoice. Is there a way to delete the payment?
    amy_e_brown 512 views 2 comments Most recent by orienzk1_ January 4, 2022 3:46AM
  • Hi everyone my payout is on hold and we can not get any response from the customer service. We reply the email to them but there is no way to communicate with wave customer service except the chat. Anyone has a phone number for wave customer service?
    tmasset 21 views 0 comments Started by tmasset December 30, 2021 10:06PM