Sales & Invoicing Technical Support

Discussion List

  • Hello, Is there a way for me to add a memo or note on a customer statement? Client wants me to display my banking details on their statement.
    Eldavinn 41 views 1 comment Most recent by AlexL September 10, 2019 5:25PM
  • Just tried to customize the invoices and have been going swiftly. However, when I have selected "Hide Quantity" and "Hide Price" columns on the invoice, I notice that for all invoices being generated before and after the customization, both columns are still displayed on the exported invoice. Just wondering if I have missed any…
    bkcchung 71 views 1 comment Most recent by AlexL September 9, 2019 9:55PM
  • This discussion was created from comments split from: Mobile receipts: Working with Viewers and Editors.
    System 2 views 2 comments Most recent by EmmaP September 9, 2019 9:41PM
  • Invoices are not appearing in the drop down option of "Wave invoices"....is there a way to over ride existing invoices to make the "outstanding"?
    birdsnest_2303 42 views 1 comment Most recent by AlexL September 9, 2019 7:12PM
  • In the invoices tab, i have an invoice that is highlighted red as Due 3 Days Ago. however it is not showing up as overdue in the top dashboard and when i search for overdue invoices, it is not pulling up. My issue is the Due in 30 Days column has subtracted this invoice amount but it isn't account for anywhere else on the page. At first glance …
    ellisha_johnson 1 view 1 comment Most recent by AlexL September 9, 2019 5:27PM
  • Hello! I love Wave and have been using it for years without issue. BUT a few days ago, I couldn't view/access any of my billings in the Estimates page, I can't create an Estimate as well. There's just a giant blank where all my estimates should be listed. I was forced to make one using my Android smartphone because for some reason, it works fine t…
    kristinebmendoza 131 views 3 comments Most recent by EmmaP September 6, 2019 8:00PM
  • Made a recurring invoice and it failed to send. Simple as that... now how do I get this invoice resent? This is the second time this has happened to me. I made no changes to my products or services, yet here we are. Please add an option to resend or something without having to jump through hoops to get it sent.
    MD2Tech 21 views 1 comment Most recent by EmmaP September 6, 2019 5:44PM
  • Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
    jgarsena 121 views 4 comments Most recent by AlneStone_84 September 6, 2019 3:07PM
  • How do i export the items/expenses that purchased by vendors/suppliers to Excel for analyst purpose?
    JensenK 1 view 1 comment Most recent by Barsin September 5, 2019 9:14PM
  • Is there a plan to add the option of importing items into the wave app? Right now I have 200 + individual products that I'd like to import via CSV to make invoices from. Do I have to create each individual item?
    Blackout_Retro 21 views 3 comments Most recent by Barsin September 5, 2019 6:20PM
  • Is it possible to create an invoice without a dollar amount. I just want a blank line where I can write in the cases sold and amount. I deliver to locations where I don't know how much product they need until I arrive. They also don't want an emailed invoice (old school). Thanks!
    KevinMc 21 views 0 comments Started by KevinMc September 5, 2019 2:49PM
  • I have 3 invoices for which I'm trying to register transactions as payments. For two of them, they're not appearing in the dropdown in the transactions view for me to do so. I was only able to mark one of them as paid. All 3 of these invoices were created manually (they are not recurring invoices).
    nowme 21 views 1 comment Most recent by Barsin September 4, 2019 6:57PM
  • I'm sure I'm missing something super simple, but I can't figure out how to create an estimate? Having no trouble with invoicing, but estimates.... Thanks for your help.
    T_Fri_2019 21 views 2 comments Most recent by EmmaP September 4, 2019 6:16PM
  • My clients are not receiving the invoices vie email why is this
    Shellie 11 views 1 comment Most recent by Barsin September 3, 2019 3:02PM
  • Deleted
    ReReinDC 1 view 0 comments Started by ReReinDC August 31, 2019 5:21PM
  • Is it possible to change manually the invoice status ? Or is it possible to remove the reminder of an overdue on the dashboard when a customer did cover the overdue but from an another invoice? Thanks.
    SCSD 361 views 2 comments Most recent by SCSD August 30, 2019 8:32PM
  • Hi, I want to download my invoices as PDF, I understand I can export my invoices and they appear in my downloads folder, but I still have to view them online. What I want is to download them so I can view them offline as a pdf document, for example when you upload an attachment to an email from MS Word normally the recipient can view the attachmen…
    dodgenjf 31 views 1 comment Most recent by JamieD August 30, 2019 3:36PM
  • Is there a way to control the number of decimal places on Invoices. For example, at the moment it is showing two decimal places for the total amount, but I would rather have zero decimal places.
    GaryNiemen 801 views 16 comments Most recent by TW_66 August 29, 2019 9:18PM
  • How can you export customers from one WaveApps account and import into another? i have downloaded and saved as CSV file. The upload does not accept the same fields as the download which is ridiculous, i could delete some of the fields except the upload does not have state as a accepted field, therefore I am unable to import my customers full add…
    HayleyDavidson 91 views 3 comments Most recent by JamieD August 29, 2019 7:49PM
  • Wave is processing/verifying the card etc and I am simply transferring the funds to my account? So my bank doesn't need to be involved what so ever?
    sunsetstorage 11 views 1 comment Most recent by JamieD August 29, 2019 4:22PM
  • Hi everybody. I need help, I can't find my payment page, maybe someone knows how I would include payment on my invoice
    Decent_Wears24 121 views 1 comment Most recent by JamieD August 29, 2019 3:55PM
  • yazyaz
    Hi all I am fairly new to Wave and so far loving it! However, I have a question... Is there a way to add my Terms & Conditions to the invoice, I know there is a little space to add some text but my T&Cs do not fit in that box. Thanks
    yaz 11 views 2 comments Most recent by yaz August 29, 2019 2:40PM
  • I have completed all 4 payments but they are still showing "in progress" due to scheduled payments? How do I close them out
    Kendawl 1 view 1 comment Most recent by JordanD August 28, 2019 7:31PM
  • prlprl
    Cleared history. Three different browsers. Incognito. All failed. I have Included the "console" tab error as an attachment.
    prl 11 views 2 comments Most recent by prl August 28, 2019 6:49PM
  • Why Am I unable to accept credit card payments?
    Bossmomma 51 views 5 comments Most recent by JamieD August 28, 2019 5:52PM
  • How do I find customers and products list? I did not find that menu on the dashboard? Thanks.
    Dadandarm 1 view 1 comment Most recent by JamieD August 28, 2019 4:06PM
  • Hello, I am unsure how to setup proper accounting for my expenses under this scenario: I recently reworked a website for a company. Let's say that work paid my company $5,000. I have received payment for my services in full, meaning my profit with that customer is currently $5k. As part of the contact with my customer, I agreed to provide and…
    bsashcraft 251 views 1 comment Most recent by ChelseaK August 27, 2019 8:01PM
  • Hi, Please fix your sales tax reports so that they tally the totals based on monies COLLECTED as opposed to just invoiced. We do not pay sales tax on invoices that have not been paid yet, as we have not yet "collected" that amount. Sales tax is a pass through that we "collect" from the customer and then pass on to the state. …
    WhiteGlove 61 views 8 comments Most recent by JamieD August 27, 2019 7:15PM
  • Hi! I'm a newbie. Want to delete "country" below Company's name in invoice. Can someone tell me how to? Thanks..
    Skye 11 views 1 comment Most recent by JamieD August 27, 2019 2:11PM
  • Hi, When I click the dropdown for State in my country (Cayman Islands) all of the options that are given to select from are incorrect options. This field also can't be left blank. Can it be made to just type in the correct State like I can for "City" It's making my contact information incorrect. Thanks
    rrrcayman 21 views 1 comment Most recent by JamieD August 26, 2019 5:35PM