Sales & Invoicing Technical Support
Discussion List
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Is there any way (or can it be added), when viewing a list of invoices to add/see an invoice notes? (not visible to client) In my case, I invoice customers for various services but I would like to see at a glance what they are when not my usual services (to refer back to). For example, under all invoices list have: Status | Date | Number | Custome…
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Hello All, I am new to Wave and am familiar with the basics of bookkeeping. I have an problem and I am hoping others might have suggestions. I have a customer who I have invoiced for $500. They paid using online bank debt / transfer. The issues is that when the payment came in, the bank / payment processor took their small fee directly from the …
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I am trying to figure out a way to deal with a tax cap while using Wave. I am hoping someone has already encountered this challenge and solved it :) We sell boats - in our state - the tax on a boat is 8% up to $500 - so once you have hit the $500 cap even if its a $100,000 boat the tax is still $500. Any idea on how to deal with this in Wave?
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When I reached 50 invoices there suddenly ads that appeared as links on key words. Has anyone else seen this happen? I am wondering if it is my computer or it is WAVE.
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Hello I just added my debit card information associated with my business checking for Instant Payout. I have a $311 invoice pending and want to do the instant payout option but my instant payout balance still says $0. Is there a propagation period of when my balance will show correctly? Thanks Matt
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I'm Australian based and have been using Wave for a few months now (loving it by the way) but for the life of me I can't find how to enable bank deposits directly from invoices. the only option it gives me under Payments Tab option is to enable credit card payments (which I'm using) but I also want to give customers the option to direct deposit t…
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Hi @Alexia, I'm having difficulties on this. My situation is: 1) Customer Paid an invoice with credit card. 2) I had to refund customer through bank transfer months later & figures don't matched due to currency exchange and also I just need to refund approx. 90% of the total invoice. 3) I tried the methods discussed previously; a) Locate the …
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I just tried out the Wave Connect and looks very good and was pretty painless! Is there a way to send the invoice out after it has been imported? After I create the invoices, I am looking for a way that I can process those invoices (maybe on a different night) and have them automatically sent out via email.
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Hi all, Many of my invoices are going unseen/ignored by clients because of Gmail's sorting feature. They are being categorized as Promotions, and since many people don't check that as often, it is resulting in delayed payments. How do I help my clients and help myself? Is there any setting I can change so these emails are seen as Primary? Thanks!
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I know if there is a button which allows you to send the copy of the invoice to yourself. However, you have to press it each time, and with each invoice that you make. Is there any way to make a copy of the invoice set automatically with each time you send an invoice?
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Hi, I am a makeup artist, and am signed to an agency who provide me with work. For this, the agency deduct a commission of 15%. They also deduct tax (PAYE) of 25% which they submit on my behalf. Therefore, the final payment that I receive, is less the commission and the tax. I am looking to find a solution in how to correctly capture these commi…
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Hi, How can I move/transfer some invoices created in one business to another business created in the same login/account? Is this possible? Thanks!
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Firstly, I have quite a few customers. I create invoices using Android mobile application. If a customer's last name starts with let's say the letter 'Y', searching for that customers name will return no results since customers with the last name beginning with y have not been loaded yet. I must scroll to the bottom of the screen and click load…
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It is difficult to talk, chat or contact someone from Wave. How do you set up or edit the way you are to receive payments?
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How do I delete a product from the drop down list in estimates?
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Hi there, Does anyone know if Zapier can facilitate an excel bulk invoice import into Wave? I've got behind on my accounts and need a faster way of getting up to date than entering them one by one. A spreadsheet upload somehow would be much faster. So I'm wondering with the recent addition of Zapier maybe that tool can facilitate this as it's not…
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Hi guys I'm new to wave, I just did my first invoice and have sent it.. but I'm not sure if it has sent as there is nothing in my yahoo sent box. Also when I look at the invoice is says sent am I suppose to have an email in my yahoo ? HEEELLLPPP PLEASE
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Hi. I do most of my business online where I accept cc payments from Wave. I do some high dollar sales sometimes. I've got a new client who wants to pay me with a CC. Something doesn't feel right with this. What can I do to safeguard myself in case it is a stolen credit card? Face to face is not an option.
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New Wave fellow here. I am setting up an employee to use wave at customer service counter. I want that employee to create an estimate and invoice, plus log in his hours worked in the time sheets. Please help. Thanks.
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Hey Everyone, Before when I created an invoice, when I clicked on the "More Action" button on the top right of the screen I used to have more options from the dropdown, eg I no longer see "Create recurring invoice" nor "Duplicate". Were these options taken away from that dropdown "More Action" menu?
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Is there a way to print an invoice without the URL being printed at the top of the page?
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Hello, can I change a quantity from pcs, boxes,.. to kg, hours etc.. or I have to put services on one invoice and items on another, or put a notice in explanation?
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Hello, I need to be able to provide proof invoices were sent to a customer's email address directly and that they were opened by the customer on their end please. This is a police matter and I require an urgent response to this request please.
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Can I add items to a recurring invoice before the due date? Will those items appear on the next one?
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I have a tax-exempt customer who believes she was charged sales tax on her last payment to me. The invoice, sales tax report, and payment details all show she was not charged sales tax, nor did I receive any sales tax. However, she has provided me with a transaction detail showing that sales tax was charged to her credit card for payment of this p…
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I'm new here, I created invoice 1 for customer "A" then invoice 1 again for customer "B" but the app on my iPhone said that invoice number 1 is already taken how do I get around this problem(all customers must start at invoice 1, right?) regards Neville
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I've created a new business in wave but it will be servicing exactly the same customer list as those in the primary company. Is there any way of avoiding the arduous re-input task by simply copying the customer list details across? Many thanks for your help.
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I'm an owner of a travel agency. Each vendor pays us and is all kept track in my CRM, separate from WAVE. I need to keep track of monies I have received from each vendor (which I'm assuming I would actually call a customer in WAVE since I get paid by them) as well as balance the W2 at the end of the year with what I have received. Will I have t…
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I noticed that the emails I send to clients have a title that says, " Red Alert Consulting has sent you an invoice for $XXX.XX Due on [Due Date] " Can this be changed? I usually bill my clients for time upfront that I dispense to them as needed, where I think they assume that this is how much it will cost as a flat fee.RedAlertConsulting 1 view 0 comments 0 points Most recent by RedAlertConsulting February 5, 2019 10:22PM
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I have outstanding invoices for one customer that are not included in the Report of Income by Customer. Does anyone know how to correct this?
