Sales & Invoicing Technical Support
Discussion List
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When I am logged into Wave on my computer, every estimate I have created for my husband's business is gone. When I log in on my husband's computer, they are all there. Has anyone else had this issue? How did you resolve it?
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Hello, We send every year on 1 januari our invoices to our clients. But some of the clients pay in december the year before the invoice. How can I deal with it with Waveapps. I know that if I make a invoice I have to put in into a income account. Roelof
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Notice I said on the Invoice form. You can hide the Item or Description field on the invoice itself, but you still have to fill in both fields on the invoice form (it appears). Since I've already indicated that I'm not using one of the fields it seems silly that I have to put something in the field to complete the invoice. Thanks.
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For example if you needed to do a fundraiser.. can you set something up in wave so a person can order and pay online
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Hi there, I'm wondering if the below problem can be solved.. I normally request client information details then enter all the details into an invoice, select items to go on an invoice and send back to them. I'm trying to cut down some back and forth workload. Is there a way they can enter their own details and select which items they want on the…
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At our small business from home we are selling products directly without invoices. And customers pay on cash. Can we just record a cash payment without generating an invoice?
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Having a problem with the way recuring invoices generates the invoice numbers - is there a way to set this as at the moment it seems to be auto generating all of my auto invoices with the same number/words and adding a 1/2/3 to the end - BUTit also includes all my clients initials as this is how I set up my manual invoices. ie. 12345 _ABC So on …
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One of my products will not calculate the sales tax on the estimate (quote), but when I convert the estimate to invoice, it does calculate and increase the total to what it should have been without the error. This means that all my quotes with this item on it are incorrect. I have tried to remove and add the item and sales tax on its own, but the…
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I am fairly new to wave and running a small photography business. I want to be able to do a promo where clients get a discounted photoshoot if they prepay before a certain date and then they can book the shoot (service) at a later date. I need to know how to account for the “prepayment” from the customer.
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I want my name to show in the subline of the email (right now the name of my company shows 3 times). I don't care witch one of they I can edit, but I will like my name to also show in this part. Also, I will like to change that here if it is possible. Please advice and thanks, Agustin
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I can’t change my logo on my invoice page. Has anyone else had this problem?
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Every time a Wave invoice is paid, it defaults to "Cash on Hand." It should go into a bank account, and the process to edit these is strange (can't edit from transactions view—have to go into each invoice and edit it). Is there a way to change what this defaults to? Thanks!
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Why does our dashboard record all of the invoices rather than the money actually collected? For example, if an invoice is sent out on Jan 1 for $200 and $100 is received on Jan 5 and the balance is paid on Feb 1, how is the money recorded?
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Hey there, On the Report "Sales Tax" -> I exprected to see the tax amount of all my purchases but no matter what filter I use I just get the TAX amount of my SALES. I think this is a bug right?
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Hi. I have a few customers with multiple delivery locations (i.e their branch or stores). But billing, statement and payment is made to ONE customer and billing address only. How do I create these customer's account in Wave? If I were to create a statement for this customer, it should appear as one account with multiple invoices from multiple deli…
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Hey everyone, Is there a way I can accept a partial payment as a deposit from one of my invoices I sent out to a customer? Customer wants to pay by CC. Is there a function for that?
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Morning, we have been using Wave seamlessly without too much of a hassle. Please can someone advise us, whats next once a refund has been issued. Example 1. We invoice the client for $10. They will pay us $1/month over 10 months. 2. Client pays $1 monthly for 5 months ($5) 3. Client cancels in month 6. We retain $1 as a cancellation fee and refu…
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I'm curious how others are managing receipts for payments? I get monthly payments for a service retainer and a majority of them are the same amount. On the first of each month a recurring invoice goes out to multiple clients for the same amount. Clients pay at different times and it takes various times to process and reach my account. I don't want…
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I seem to have lost all the memo/notes I have entered throughout the year... When I receive payment, I record the check # or ACH ID in the Memo/Notes section of the "record payment for this invoice" screen. For some reason, I cannot find them anymore. Any idea where they are stored, or how to get to them?
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Hi there, I have a CAD base currency account. However, many of my customers are in the US, so I have a USD bank account set up, and send the invoices to those customers in USD. I would love to be able to accept Wave Payments in USD, but I understand that this is currently not possible if my base currency is CAD, and that I need to collect USD pa…
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i'm able to chose the currency i want when i create a new invoice, but when i do i direct check out link, there's no option to choose the currency . any help , thank you ..
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I have a customer that elected to pay an invoice with BANK PAYMENT rather than credit card through wave payments. His bank called him because WAVE FINANCIAL kept trying to access his account AFTER the payment has already been withdrawn. Because of the suspicious activity on his account his debit card was cancelled. After chatting with WAVE Supp…
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Hi, Initially, I was going to wait before integrating Wave with my business since there is no PO functionality and there is also no way to add a CSV file for products but have decided to try it anyway. I wanted to know if Wave collects the payments or using a third party? How is the transaction seen from the customer's view? (Will it show my busi…
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Is there a way that the price per item is calculated with the tax and that the queote/ invoices doesn't show the tax separate from the total. Here in Aruba the government just introduced that the tax should be calculated in the item prices and not show up on the invoice as a separate line ? Or do i have to place the item price already calculated…
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Hi, fairly new to this type of transaction. Wondering how I can send a receipt of payment to a client once they've paid. I can't find an option to create a receipt anywhere. Shouldn't there be an auto one sent right away? Cheers.
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Hi there, on the previous version of Wave, I was able to split a payment in the transaction menu to mulitiple invoices, including negative invoices. On the new version, my negative amount invoices do not show up in the dropdown. Why would such a function change so drastically? For example, I currently have a payment that needs to be split to apply…
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How do I record cash payments?
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I can see the payment in my dashboard and the invoice number associated with it but clicking on that number or the "view invoice" button puts me to a 404 error page. It's like the invoice never existed but somehow the payment for that invoice does.
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Hello. I'm new here. How do I create receipt when a customer already pay the item they bought. I have not create an invoice for them but they already pay the item. Now they want a receipt for the item they bought. Please advise.
