Sales & Invoicing Technical Support
Discussion List
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Hi, I would like to change my invoice number to the new year. I can't find this option in any setting. I can change it manually, but it won't stick to the following invoice. Anyone???
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Is there an option to choose the merchant descriptor that customers would see on their statement? If not, what will appear by default? When accepting payments, is there an option for AVS to be used? Is there an option for 3D secure processing? Can a customer be required to provide their address when making a payment even if AVS is not being used?…
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I invoiced a client, they paid by bank transfer so I marked the invoice as paid. This is showing up as two transactions in my transactions list. When this happened with a Paypal payment I could use the merge function to make them into one transaction. When I tried another strategy of trying to mark the payment as payment of an invoice it only show…
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Hi I created an invoice for R525, the client short paid by R70. This amount I manually added onto the next month's invoice which the client paid fully, thus leaving the previous invoice Unpaid. So now I have an invoice showing Unpaid, whereas in fact, the client has paid it now. How should I handle this, please?
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Hi, I've made a mistake of tagging the wrong Invoice when I create invoice payment from Accounting\Transaction, is there a way to reverse or correct this? Thanks in advance!
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Hi Folks, I recently had an issue come up which I'm hoping you can help me out with. I have invoice #1 which the client overpaid by about $200. I knew this and I should have split the deposit when I was reconciling the banking, however, I did not do that. I applied the whole payment to invoice #1. When invoice #2 came due the client underpaid me…
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I have customers that I invoice throughout the month and they pay for all those invoices with one check. I do not see a simple way to link that payment to all those invoices. This must be very common among small business. I'm impressed with Wave but this a deal breaker! Using Quickbooks for 17 years btw.
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The app shows the "last" time a customer viewed an invoice but not each time. I have invoices that show they were "sent". Client claims that they only received the reminders. Now it shows last viewed as today. So either, there was an email problem on June 2nd and Wave didn't send the invoices (or they went to spam, but that wo…
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We have added a collaborator with permission to View, Edit and Send however they don't see the invoices tab when logged in from their user, Any help is much appreciated,
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Question: when we upload and process receipts in the menu purchases ---> receipts, the receipt is automatically added to the menu accounting and a transaction is generated. Does this apply to invoices too? Does an invoice issued in sales ---> invoices automatically generate a transaction and if yes, at what point. Thanks for clarifying! Ther…
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I want to do exactly what is explained in this article. However, when I go to transactions, there is no button for "Split Deposit/Withdrawal" as step #1 indicates. If I click the down arrow to the right of the transaction, there is a "Split Transaction" option in the dropdown, but it does not have a dialog like the one shown in…
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Refer to the image above, I have changed my invoices Setting on Default title to Tax Invoices and Added my GST number into the Default Subheading, but why my invoices is not detect? Please help !
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Just want to ask how to create tax inclusive invoice?
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I am making use the the Invoice feature and would like to know how I can add another business to my profile. When I go to Switch Business it only has 1 business listed. How do I add another business in order to switch and do separate invoices for? Please let me know
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Hello, I have a few recurring invoices going out with an incorrect email message. when I first created the recurring invoices it allowed me to put a custom message in there where the customer will see. Now this message goes out each month automatically and I don't see a place to edit it.
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Hi! I love Wave, but do wonder if there are plans to add any kind of tip line or other line when customers pay by credit card. I would like to pass on my credit card convenience fees to my customers, but I don't see how to do this currently unless I either include the fee in the invoice total, which I don't want to do because I don't want to alar…
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Hello, In transaction page once we use the option for multiple invoice payment (Payment Received for For Invoice in Wave) the system should validate the invoice number if it has been already selected. E.g A customer has pending 5 invoices (Invoice number 20, 28, 44, 82,96) with each as 1000/- and now he has paid 5000/- The process in Wave is to…
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I can see all the theories about how to invoice client and allow him to pay by credit card, but I do not have a Tab for 'Payments' under the Sales menu, and nowhere can I find 'turn on payments' when I create an invoice. What have I done wrong?? I have twice emailed the help centre, but just get an acknowledgement back which I return with the det…
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So Invoice is paid and merged with a bank transaction. Where does the Invoice go?? How to open to print??? It was an option but seems it vanished and I cant see all Invoices list just like - receipts or bills, once you go there you can see the list of all but not for Invoices..
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Need Help. Have customer wanting to pay with credit card. Sent invoice with payments on. Could not pay. Deleted invoice..sent new one..still cannot pay. Wanted to let him pay over the phone..but could not get button to turn on option for me to let him pay. What am I doing wrong.
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I have an account with a plumbing supplier. I am issued invoices for individual purchases which I then settle in a single payment for that month's purchases. I can't find a way to this in Wave. So far all I can seem to do is settle each invoice individually. I assume these will then appear as individual entries in my bank account and there is no …
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I am trying to keep track of the money I owe my customers, because sometimes we are not able to pay cashback to customers and have to record these so we can keep track of them and not forget about them. Is there a way to do this in Wave? Any suggestion are welcome.
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Hello, i have a question. We enabled credit card payments and got our first payment from customer. But now we cannot complete the setup. We are a small IT solutions company registered in Delaware but operated from Dubai, UAE. While the complete setup wizard asks for SSN & other details that are not relevant. how can we proceed for setup or ref…
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Is it possible to download 3 months worth of invoices generated regardless whether they are paid or not into an excel spreadsheet? Is it possible to auto generate this report at the end of every 3 month period?
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Let me begin by stating that I fully understand that you (the folks at Wave) are focusing on service businesses for now, and that I know I will be needing to use one of your inventory workarounds. But I love this product enough that I very much want to do just that. My hopes are that we will grow together, and that a few years from now when my sal…
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Hi, I learnt recently about this Software and am really very grateful. i have a question, when i invoice a customer say customer XY and he is to pay on credit, the amount invoiced is credited to the income account and debited to the Account receivable. How can i change this so that the amount is debited to XY's specific account and not the genera…
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I have a client in desperate need of using this feature for his website. Any indication if this feature can be added to his acct to also beta test? I have used it and works fine!
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Dear Sir/Madam, I have an account of your software for my small business, during creating invoices I am not able to upload stamp. is it possible to upload stamp on my invoice page???? Second thing: I our country we are not able to access payroll system can we able to do this.
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I want to customize of the field column with capital letter. After I update when i preview it the capital letters are gone.maheswarinangunuri 21 views 1 comment 0 points Most recent by Ellie_Writes_Things May 22, 2018 6:49PM
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Hello everyone, I have a newly setup small sized business. I'd like to inquire today that is there a way I can record the total amount of a project in an invoice, add advance payment and the balance due? All in same invoice? Is it possible? It took me a good 30 mins to find an option like this, but bad luck, hence I wrote in note that remaining ba…
