Sales & Invoicing Technical Support
Discussion List
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Hi there, My invoice name is Invoice_191001, Invoice_191002 etc. Unfortunately Wave adds a date to the end of each invoice name (Invoice_191001_2019-01-18). Is there a way to turn that off?
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Hi, When I'm going through my transaction page and assigning outstanding invoices to payments in my bank account I've been noticing that there are invoices being displayed in the list that have been finalised and paid in full. I even have a couple of invoices that have been removed\deleted coming up as outstanding. This is not a critical issue b…
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Hello, I would like to give users a chance to pay my invoices online, and I have seen the Wave instructions on how to add online payments, but I do not see the Payments option anywhere under Sales. If I try to create an Invoice, I do not see the "Make this available for online payment" option anywhere. I simply cannot find anything that …
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The payments of my invoices are done by split payments , which I send receipts to costumers. When I try to record a payment and send a receipt it appear this error message '' Oops! There was an issue with recording your payment. Please try again''. It's not cache issues as I have cleared that and logged in using different computers as well. I nee…
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Hello, My bank account is connected to Wave and I have automatic invoicing on for my client. When I look at the Income Statement dashboard, I see a section for my invoices (without the Wave processing fee applied) , a section for Merchant fees (just Wave processing) and also a Sales section which shows the income which was actually sent to my bank…
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Hi Im having problems with the invoices. If i create the invoice with either stripe or paypal the invoice does not apppear on wave, the payment however does. Have I missed something?
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For my type of business I would like to add additional fields in my Invoice such as: Delivery Date Delivery Time Delivery Location Recipient Name/Number etc If there is this option I would be grateful if someone can point me in the right direction please. Thanks in advance
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Hi community, i would to know how can i get statements or statistics about the sales. So i can see faster how many products (of the same or different) i have sold, or sort by client. Thanks
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So - I need to manually input some historical bank statements. I have download the pdfs from my bank, and converted them to .csv However, I keep getting a date error message, despite having all ten rows have the proper date format. I cannot figure out where the problem is. Really not wanting to have to input everything manually, so would really l…
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Hi, I can't see a way in Wave where I can keep invoices from companies I have paid? I have my bank imported and the reference pops up, but don't I also need an invoice or receipt to back this up with? Or are bank reference sufficient evidence? I always pay with card and never cash. Also when a company invoices me, where do I keep that also? Th…
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Paying vendors for goods and services with a credit card is common. How does Wave Handle this use case? I want to be able track my vendor purchases - see how much I have purchased from OfficeDepot. So the expense needs to be associated with the vendor but the payment associated with the credit card. Does Wave provide a guide for this use case?
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Hi! Wave newbie here. On any given week, I have multiple customers--some recurring, some one-time service users. I'm going to set up my repeat customers as a CUSTOMER, but what about my one-timers? Should I create a CUSTOMER sale for them or make a transaction only? To give you an example: In a 5 day work week, I can have up to 25+ customers with…
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Hi please assist we are trying to change our autogenerated no from INV17.... to INV18... as we are in 2018 but when we try to change it hoping it will carry on for other invoices it just carries on from the last INV17 Invoice it becomes frustrating as we need to add the invoice numbers manually could it be that because we have recurring invoice…
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Had an Invoice paid 5days ago, how long does it take to clear to account.
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Hi! When I run the income statement report the invoices automatically are added in the Sales (income) category. But it does not show the correct amount. When clicking for more details it only shows the invoices of 1 customer, the rest is not shown. Does somebody know what is going on and how to fix this. I cannot find anything in invoice or custom…
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Hello, what does Skip Sending do? Does it just Skip sending the email? It seems like the Invoice is still posted on the Customers Portal even if Skip Sending is pressed. I guess I will need to leave Invoices in Draft state until I am ready to send?
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Hello, I have a photo booth rental company and I just had a customer cancel due to weather. I refunded them their payment less deposit. My invoice now shows a payment due. How can I close this invoice without deleting it altogether? Thanks for your input!
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Hi, I created an invoice via Wave and the client paid via PayPal. The invoice was for £124.50. The PayPal funds that appear on my bank statement is £120.07 leaving me with merchant fees of £4.43. When I select the £120.07 that appears on my statement, I try to mark it as the invoice of £124.50, split the deposit with merchant fees to make it £1…
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Am I correct that pending credit card payments used to show on the Dashboard? It's been a while since we've been paid by credit card, but we've received a few credit card payments recently and they're buried somewhere in the menu instead of being front and center the way I remember. Is this something that has changed, or part of the recent bug, or…
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I'm wondering how to go about a scenario. I sent my tenant an invoice through Wave for his rent figuring it would help keep records for his tenancy and manage receipts for rent payments. Unfortunately he has now gone in and set up auto-pay for his rent after I kindly asked him to pay by check or money order only. You would think I could just discu…
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I am trying to import a picture for my invoice logo, but even keeping well within the size parameters, it repeatedly says error. Has anyone else experienced this and did you manage to solve it please?
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Hi all. I am new to Wave and to the Community. I am not currently using the payments module. Is there a way to manually mark an invoice as paid ? Cheers, Rob
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Hi, I'm unable to find a way to export all invoice data, am I going crazy?
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Hi, I'm completely new to Wave! Can I record jobs against a particular client through the month, then at the end of each month generate an invoice that includes all of those jobs?
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Hi everybody I would like to use the wave for monthly payments. So I will create 20 Customers and send them a monthly recurring invoice. Is there a way to send them outstanding balance also? For example, let's say the invoice is $50. If someone doesn't pay on January, then the February's invoice should be 50 + 50 outstanding balance and March's …
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I'm starting to convert my non-profit from QuickBooks to Waves, and I'm unable to see an answer to this question. I'd appreciate any help. I entered invoices for member dues and payments on the invoices when the members made payments. These show up as deposits in my view of banking transactions. Then, when Waves updated my banking information by d…
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I tried searching for my question in existing threads so apologies if this is a repeat. How do I enter income/payments that aren't a "sale" exactly, or more to the point, don't have an invoice? The precise situation I have in mind is as follows: I put on a ticketed event and sell tickets through EventBrite. Tickets are $12 each and Eve…
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Hi, Fairly new on this wave app so i was hoping one of you lovely people can help, We are a commission based company, i was hoping to track and record that in Wave, is there a way of doing so? Thanks Z x
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I have seven products and need to track which ones are the best sellers and which ones are the lowest in sales. How can I do this? Its critical for business decision making.
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Hello. I'm switching from QB Online to Wave, and typically in my business (onsite IT guy) I get paid immediately. So (among other questions I'll have) how do I email my client a copy of the receipt? Thanks. :smile:
