Sales & Invoicing Technical Support
Discussion List
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Hi - I create estimates (quotations) when my customers send me an RFQ. Once my customer sends me a purchase order they typically want me to send them a Order Confirmation or Sales Acknowledgment with the lead-time and any additional tax and final pricing. They do not pay me until the item is finished a shipped which usually takes several weeks. I …
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I ended up importing ~500 invoices into draft. Do I need to manually approve each one by one?
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Hello! I sent a bunch of receipts with the wrong dates by accident. How do I go back and edit them?
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I started using Waveapps mid tax year. I would like to post invoices retrospectively into Waveapps for the months before using Waveapps so I can generate a full tax-year view. Is there a way to do this?
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Is Wave providing any sort of authentication when sending invoice emails? If so, how? Technically, Wave isn't an "authorized" sender of emails for my domain. To help email deliverability of Invoices, is there any SPF or DKIM that can/should be set up for the sending email address? Similar to how you set up DNS for Mailchimp or Mailgun se…
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I would like to send an automated monthly transaction report on the first of each month showing all items from the prior month. It would go to an external email address. Perhaps as a pdf.
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Can’t find a way to generate po’s or track payments to suppliers and sales people. Is this critical features STILL missing from the app? Is there a zapier integration that would compensate? What about inventory management and other tie in needs? I’m not thrilled with having to login to 2 different crm modules but IF wave doesn’t have it I’m wil…
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I had some cash payments for a number of invoices. So I see an income from the deposit at the bank as a combination of multiple invoice payments. I can't merge multiple invoices into that single deposit transaction so looking for options. I can split the deposit down, but i can't then merge those sub-transactions to the invoice payment transact…
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Can I add more item columns in an invoice
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Hello! One of my customers is large company, in which I have various contacts to whom I send invoices and estimates. Is it possible to create one Customer with Multiple Contacts?
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Hello, My questions is: I have a lot of former clients and a lot of current clients. I would like to delete old customers so when I am writing my invoices, I don't need to scroll past multiple former customers to click on a current one. However, when I go to delete a customer, it tells me that it will also delete any invoices that are attached to…
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I have a USD invoice that's been paid, and my account is GBP. I want to record the payment, but Wave won't let me edit the "converted amount", only the exchange rate. This doesn't make any sense to me - the information I have is the amount of money that has arrived in my bank account, not the exact exchange rate at the time it was paid. …
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Hi. When I do an invoice up for a client under there email and send me a copy of it to myself when the email comes through to me it is under another company’s email address and one that is not a client of mine at all. I also checked all my past emails and it has now changed all my invoices that I have ever sent to any of my clients to this one e…
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How long does it take for payments to reach my bank account? It’s been 3 days?
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When an automatic or recurring billing is going to be generated, it does not allow the exchange rate to change, which gives an error due to the number of digits it has. I invoice and collect in $ usd but an exchange field to Bsf is automatic and that is the one that is wrongly calculated. only the rate change is allowed when a quote is created
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At this point in my business all my clients have been paying by e-transfer. However, I am starting to expand outside of Canada and have my first US client. E-transfer is not an option, so.... I will be charging her in USD. **What is my best option to accept payment (ie. what has the lowest fee): PayPal or Credit Card? ** I know I can accept c…
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Hello, I am a service provider and do not sell goods. I am from India and a tax GST is common tax levied for both services and Goods, with different rates, as applicable to the transaction. Wave only allows to add taxes wrt sales, what about taxes wrt services i.e Consulting Income? Thanks
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Where on the customer profile can I add the value added tax number on the invoices and statements
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Until recently (the last month or so) automatic matching of bank transfers as described in Transfers Transformed has always worked for me when both sides of the transfer are imported. Recently this has changed and now despite both sides of the transfer being imported they will not detect each other and I have to manually select the account which r…
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If I issue a bank transfer refund: 1) Do I still pay the 1% original fee? 2) Am I charged another additional 1% in fees to refund this way?
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hi does anyone have any advice on rounding tax. because wave does the tax on a line by line basis sometimes my invoices are over or under by 0.01 cent. wave help community suggest this potential workaround. "add/discount a new invoice item for $0.01 to charge the right amount and mark it as an adjustment entry for the time being" th…
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I imported my customers using the CSV template I downloaded from the WAVEAPP site. It is missing a column for state, so I assumed WAVE would translate the state based on the zip code. However, it did not. Now I have to go edit every customer I imported an add the state. Is there a mistake in the template?
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When my customer pays an invoice issued by Wave they are able to successfully make that payment using their credit card. I then receive that payment minus the fee. Great. But then my client asked me why on their credit card statement shows not my company name or service sold etc. BUT IT SHOWS ANOTHER ONE OF MY CLIENTS WEBSITE DOMAIN NAMES! I con…
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An invoice from long ago (+1 year) that was marked as paid suddenly popped up on my dashboard as overdue. I have done nothing to edit invoices in the past couple of days and cannot understand why this is now coming back.
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I want recurring invoices to automatically happen once a customer makes their initial purchase. (it's for monthly consulting) So, this is what I want to have happen: 1. Customer is on website and makes purchase of product (that was created in Wave) 2. 30 days later Wave auto-charges the customer's card automatically and sends them a receipt How …
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I live in Honduras, which has different regulations regarding information that must be included in the Invoice design, which is a Invoice Number Range which the Honduran IRS provides for each commerce. Do you know if this can be included in an extra row within the Invoice design in order for this Public Entity to approve such invoice? Thanks
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How do a merge split payment transactions with their matching invoices?
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Hi team. I used to be able to generate a report that included all the invoices from a selected period. It included all the relevant information I needed to hand off to my bookkeeper. I've just spent the better part of an hour looking for this functionality, but cannot see it anywhere. I've tried every type of report and nothing will generate it th…
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Hi, Apologies if I shouldn't post this in two different places but I only spotted this group after placing it in General Discussion. When I create an invoice, and apply an income account to the transaction, it defaults to 'Sales'. However, I'm a consultant and all my income is revenue. Can I change the default to 'Revenue' to save having to change…
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Hi, When I create an invoice, and apply an income account to the transaction, it defaults to 'Sales'. However, I'm a consultant and all my income is revenue. Can I change the default to 'Revenue' to save having to change it every time?
