Sales & Invoicing Technical Support
Discussion List
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How do you editing customer address in estimates?? Grrrrr
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How do I create a sales order that I can invoice and print packing slips from? It's important to have a sales orderas it isoften fulfilled over multiple releases which requires multiple packing slips and invoices for the one customer purchase order.
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Hello! I'm new to the freelancing world and I had a quick question which I think is simple enough but I need a little clarification of the right way for doing it. Basically I have a client that I work with (magazine) that simply pays me whenever they use my work and I don't invoice for it. How should I be putting this into Wave? Obviously it come…
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Can someone please tell me how to delete a refunded invoice that was paid and refunded via stripe? It's just sitting there 'Overdue'.
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After an estimate has been accepted and paid, How does one save that estimate? I do understand that different estimate statuses are not yet available. BUT if one goes to the "Filter" tab then there is a "saved" option under the Status drop down. Thus my question, How does one save an estimate?
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Hello I recently began using Wave for a non profit I am involved with and I mistakenly send an invoice with credit card payments enabled. I have received a payment on an invoice now, I don’t want to accept these payments. How can I reverse the payment? Thank you, Noah
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Hi, I tried creating a biweekly invoice and experienced the issue captured below. Thank you
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Hi everyone, I actually have two questions - hopefully easy - relating to Wave Accounting. My first question is whether it's possible to customize or tweak what shows up on the transaction screen for payments. I work in health services, so customer names are confidential. When I record a new payment for example, it shows up on the transaction sc…
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If you banking info wasn't update under you account, but the bank account doesn't exsist any longer, where does the money go? I have changed the account number to my new one. Is the money able to be reversed and put into the new account. Thanks
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My customer has underpaid an invoice by a small amount. Rather than the hassle of chasing up payment I want to create a credit note that will adjust both the income and the corresponding sales tax by the underpayment amount. How are credit notes created in Wave? I can't seem to find it anywhere.
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Hello I often encounter situations like: I invoice a customer, and he pays one invoice in 2 times (the first part as deposit); Or I send few invoices, and customer pay once with the total amount; Or I pay two times (the first part is deposit) for one receipt. So is it possible to combine a few payments record and tie to one invoice or one receip…
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Does anyone know how to cancel or "charge off" an invoice? I have a client who no longer exists and just want to null the invoice.
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When signing up for Wave Online Payments, has anyone experienced the issue of not being able to advance past entering "Ownership Details" because of some flagged error that does not seen to exist?
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Hi guys, I'm new to accounting software and have an issue you may be able to resolve. When I mark an invoice as paid, let's say its $60 that payment is logged but my customer paid with a credit card so I only get say $57 ish which shows on my uploaded bank statement. I would like to merge these two payments and assign the difference as bank fees b…
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Howdy! I'm sure there are limitations to the credit card payment service, but it sure would be appreciated that if one pays 2.9% of the transaction, one should be paid pretty quickly, which I would suggest is immediately. That would definitely make me turn on payment services right away... Just a thought. John
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Is it possible to setup invoice reminders for recurring invoices on an ongoing basis? I can only see the invoice reminder settings once the invoice has been generated. Thanks!
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Hi Wave & Community, Love the re-design! The new estimates and invoices look very sleek. When I export an estimate I still get the old design, so it looks different then it does online. Does anyone else have this problem? Can I somehow resolve it? Thanks!
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I have a great problem. I have a couple customers that receive invoices for the same amount quarterly. A couple of these customers, since they know what their invoice will be in the future will send a check, not only for this quarter but for the next 1 or 2 quarters as well. But when I apply their payment to the invoice, this invoice will show …
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I have two questions: * How do I see how much of a product I have sold, ie hand cream * How much of the product I have left - stock on hand and stock sold
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Hi, I have 2 main sources of revenue and I want too be able to see that on my P&L. The same way that I have created 2 categories in my Cost of Sales I also have created 2 categories under Income in the chart of accounts. My question is: how do I allocate a particular invoice to a particular line of income? I have tried to go in Transactions an…
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Hi - I have a customer who is pretty far behind, and I'd like to encourage him to pay a little bit on a regular basis. He pays by bank transfer, so I'm not sure what the interface looks like when he pays. Does he just get a button to pay the invoice in full, or does it allow him to enter an amount that he would like to pay?
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If a business is located in Thailand, is it possible to allow credit card payments on invoices?
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Hi all, I have problems with categorising income and invoice's items, I'll try to explain. I do textile consultancy and my clients pay different prices each time. The service is the same (Consulting Services), but the price is different depending on the agreement. Since in "Sales" - "Product and Services" section you can't …
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I am paying for a monthly online subscription service which allows multiple user access and am invoicing those users who reimburse me for their "portion" of the monthly fee. They want invoices monthly for their contribution however when I go to make an invoice, it seems I can only add an Income account for where the paid invoice will be …
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some customers buy services direct using stripe - and are sent a statement straight away, How do I record this correctly in wave? 1) Do I upload it as an invoice 2) say it is paid 3) merge with the transaction from the bank account. or can I tie it direct to the bank account import? thanks in advance
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Can i edit invoice P.O. /S.O. Number Filled..
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Im not able to succesfully importing my customer csv file. * I used the template from wave. * Every column is filled in * country and currency is in iso code. I have checked everything and still get the unsuccesful page. Does anyone know how can i fix this?
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This may be a daft question - forgive me, I'm brand new to Wave. Is there any way to add a memo to a statement? I'd like to put my bank details on it to save the customer looking them up. Anything to get paid quicker! -- mac jordan @ramtops
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This discussion was created from comments split from: Receipts not showing in transactions and P&L.
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Hi, I have connected my business bank account in the bank connections section of Wave accounting and assigned that account for Payments by Wave to record Stripe credit card payments to, in settings. Once the payment from Stripe shows up in my bank account and is recorded in Wave, the funds are not transferred from the Payments by Wave account to t…
