Sales & Invoicing Technical Support
Discussion List
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Hi Everyone, New kid on the block, and loving how simple Wave is for setting up! One question I can't seem to track a solution for. I will be taking most payments by direct deposit / bank transfer. So, what's the best way to include my details on an invoice? Typical invoice format would have them at the bottom, in the footer. If that's where the…
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I am in the resort scuba diving business. So for one i work with online hotel agents like Agoda.com, Booking.com and Expedia.com. I also work with my own online travel agency for my own bookings. I had an idea of using Assets (Money in Transit) for these things. This because i get paid on a monthly basis from the hotel agents. And also a lot of m…
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I have received payments from clients yet I can find nowhere within my account that shows me a balance that WAVE is holding. That seems very absurd that wave is collecting my payments and unlike any other payment system (paypal, stripe, etc) there is not a balance showing me how much of my money they are holding onto.
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Hi, I am self employed and have two income streams. They both come into the same bank account for my tax return information. Is there a way I can separate the two out so I can just concentrate on the profit and loss of one of the income streams, without having to delete the other one? Thank you!
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Hi My client is a designer and when she raises an estimate she likes to break down the areas she is designing. E.g she would have Dining Room as a sub heading and then under that would be the furnishings listed with price etc then she might have Study, then under that would be the furnishings etc listed with price . At the moment we just put Dinin…
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I had a customer bail on payment after service the was completed. Do to their situation, I am understanding and willing to take the loss on it. I still need to have the invoice and nonpayment for the record, but I am annoyed by it being at the top of my invoice list. Chat support has no solution, but I am sure someone else has encountered this. Do…
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How do you add a contact email address to header/contact section of an invoice? There's a field for url, mobile phone and fax, but I can't see where to add an email address without poaching a field that's meant for something else.
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Ok, So I hunted thru wave's forum and couldn't find anything specific to my question. So here ya go: I own a pool service company that I use different software for to invoice those customers and I use wave just for the book keeping. My question tho is this: if a customer pay mens say $85 and the stripe processing fee is $2.77, I get a net deposit…
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I am hoping someone can help. I am a photographer, and a fully paid photo session has been cancelled, so I must refund the payment. I have followed advice I have seen online, in that I have gone to Accounting -> Transactions -> Add Expense -> and selected the client's invoice under the category 'Refund to customer name' I have put the ref…
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I have recorded my expenses as per the instructions - Claim reimbursable expenses on an invoice (https://support.waveapps.com/hc/en-us/articles/115000588103-Claim-reimbursable-expenses-on-an-invoice). I now want to prepare an invoice (with my reimbursable expenses). How do I know which amount to charge? I have found an automatic way for the figu…
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I have two accounts: one in USD and another in CAD. I received a payment in my USD account (e.g $10 USD). I then transferred the amount to my CAD account (e.g., $13 CAD). In Wave, I now have the following: Income - $10 - USD Account Expense - $10 - USD Account Uncategorized Income - $13 - CAD Account So, as you can see, the income gets counted…
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Is there a way to add expenses to an invoice? I would like to add my managers commission as an expense to my invoices. I currently have it as a "Sales" and enter it as a negative amount, (-0.00), and it shows up like that in my income report. It just seems more sense to have have it as an operating expense on my income statement.
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Hi, I send invoices to clients via wave and when I get paid from a client via bank transfer I record the invoice payment and it adds it to my accounting transactions (which is correct) but because I have my bank account connected, that also adds a transaction when it syncs with my bank, so my accounting transactions are showing 2 sales for the on…Wyre_Web_Design 31 views 2 comments 0 points Most recent by Wyre_Web_Design November 1, 2018 12:26AM
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Hi there - New Wave user here. I'm looking for a way to archive declined and/or expired estimates. Sometimes customers will contact me several months down the road and so I want a way to bring up the old estimate. Any suggestions?
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Hi For my adventure business we just integrated an online booking system that integrates with Stripe for online booking and payment. The booking system is used by all major tourism outlets in New Zealand and they can sell our product through their channels, so don't really have a choice. As we all know, Stripe removes the fee from each booking a…
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Hello! Many of my clients pay with cash or by cheque. I make invoices in wave and record the payments as going into ''Cash on Hand''. When I do a bank deposit it will include numerous payments. Do I then have to match this deposit to every single payment that it might possibly include? Is there an easy way to do this? thanks for any help/advise
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Hello, I followed the documentation on handling reimbursements, and everything was fine until my automatic bank import created another payment transaction. I tried to merge the payment transaction and the transfer transaction but that is not allowed. Should I just delete the imported transaction? Is there something else I can do differently in…
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Hi, I have someone I invoice during the month and then I charge her through paypal one amount to cover the invoices. I see there is no feature to take that one payment and pay off/credit the invoices. Will this feature become available in future? It is annoying not to be able to do this easily. Thanks Bat Sheva.
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Hi, I'm not sure whether this belongs in this section on the community site, but I'm hopeful someone can help. I have just been setting up an account with Wave, and have added all of my customers details and generally the system seems to work really nicely. My question is this, when setting up my customer details, I noticed you can assign each c…
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Hi, I am an old user of waveapps and recommending waveapps to many clients regularly. Currently I am facing a problem that the item price is in USD but need to send invoice in some other currency. Wouldn't it be nice if the total invoice amount automatically gets translated in other currency set for the customer. For example my item price is $100 …
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Hi, I've deleted all of my invoices, but I still have an amount at income in Profit & Loss.When I'm opening the detail Profit & Loss, I can see a list of Invoices (which where already deleted) and when I'm trying to open one there is an error that the page dose't exist.What can I do?Thank you!
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There's currently no way to choose where the PDF of an invoice is downloaded. On my computer, there is a separate folder for each of my customers. As such, when I download a PDF of an invoice for a particular customer, I want it to be saved to that customer's folder. However, every PDF of an invoice I download from Wave goes into my "Download…
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Hi One of my clients is from Europe and I invoice them in Euros and then they pay me through Paypal. However they just assumed I wanted to be paid in USD (I thought they were going to send it in Euros) now I have 1) an invoice billed in Euros 2) Received money via paypal in USD 3) my base/home currency in CDN. I got no clue what to put down on…
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Hello, How i can record future income transactions that will be done by my customers. and how i can get a statement of future payments (payables) either by customer or any account ? example: a customer bought a solution ($1000) 4 monthly payments starting from 1 sep 2018.. he paid 1st sep payment, knowing that i created a recurring invoice ever…
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Can anyone help me with rounding the TOTAL amount on my customer invoices? I'm often left with 1 cent extra, EG: $25.01 instead of $25.00. All my products include 15% GST.
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I had a customer in Wave and had setup a recurring invoice for them. Unfortunately they decided to cancel my services, so I deleted them from Wave (as a customer). I've just noticed however that their recurring invoice is still active! I'd suggest: * Automatically deleting any recurring invoices for customers when that customer is deleted, or * …
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Once created the only options I find for the new BETA CheckOut feature is either to edit or to turn off. No way to delete?
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My non-profit org holds an installation dinner once annually where we have a silent auction. Is there currently a way to enter a credit card payment and associate it with an income account without creating an invoice first? Creating an invoice and then having the customer pay is cumbersome and time-consuming.
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I have about 5 main clients that I invoice regularly, and I first began with invoice #1 for each of these clients. I’d like to continue with this numbering scheme- is there a way I can give multiple invoices the same number using the Wave App? As it is right now it won’t let me do this.
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I have added a customer to my credit card transactions that are for the customer. So, how do I pull these splits into an invoice? I don't even see a way to get a report of expenses by customer...
