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Hi Is it possible to send one invoice to several different email addresses at the same time, via the iPhone app? I have a new customer that requires a copy of all invoices be sent to other departments. Is it possible to set this up within the customer tab, so it happens automatically every time? Thanks. MarkMarkSmithR9009 9.7K views 237 comments 15 points Most recent by Unhappycanuck September 23, 2021 5:33PMSales & Invoicing Feature Ideas
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When I try to upload a bulk transacting via Google sheets, it does everything but when I hit upload, it says uploading for hours and never actually uploads. Is there something I'm missing?choksberg 1 view 0 comments 1 point Started by choksberg September 22, 2021 9:44PM Help Center Discussion
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I received a 100 dollar gift card from Amazon for signing up for their Amazon Prime Credit Card. I used the 100 dollars to purchase products to be resold and have received payments(income) for those sales. Do I treat the sales as 100% profit or should I add line item expenses (Cogs) manually to my business checking account? I could probably downlo…bramon 21 views 4 comments 0 points Most recent by bramon September 22, 2021 8:39PMHelp Center Discussion
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I would like to cancel an invoice and create a refund, but not sure how to do that. This is how I created the invoice: * Estimate Created * Estimated Converted to Invoice * Customer paid by Wire Transfer * Recorded a payment Now need to refund $19,700 out of $19,900; (payment was not processed by Wave) Please explain steps, how should I properly…MikeLE 5.9K views 21 comments 0 points Most recent by twa12345 September 22, 2021 6:27AMSales & Invoicing Technical Support
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Hello, I deleted 2 bank accounts that were imported. Their transactions still show in the Transactions tab. When I click on the dropdown menu on the transaction tab, both deleted accounts are still there, throwing my numbers off. Is there a way to delete it completely?lndsy0817 1 view 0 comments 0 points Started by lndsy0817 September 21, 2021 9:40PM Help Center Discussion
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What type of expense category would be best for a Udemy course? Are online courses to improve skills for your small business tax deductiable? Thanks.bramon 1 view 0 comments 0 points Started by bramon September 21, 2021 8:11PM Help Center Discussion
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Hi there, How does one end your financial year and start the new financial year. In my case my financial year ended 28 Feb and the new one started 1st March. Does wave close the books?Diverse 8.8K views 48 comments 1 point Most recent by GlbInv September 21, 2021 5:42PMAccounting Technical Support
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Hello! I have a problem with my Wave account when I see the Trial balance/Balance sheet/or account balance the amount is unballanced my debit is not equal to credit. I tried to find the transaction who made the difference but I cannot find it. Could you help me ?!LLCCOMPANY_123 71 views 3 comments 0 points Most recent by WildGoob September 21, 2021 3:21AMHelp Center Discussion
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Hello, In the past, I only had a few contracts on top of my regular job, so I didn't include any percentage of my rent, phone, internet, etc. in my expenses. I would like to do that now for 2021. I'm a bit late, which means there are no transactions related to this in my bank accounts (no transfers from my business account to my personal account,…mb1 1 view 0 comments 0 points Started by mb1 September 21, 2021 2:30AM Accounting Technical Support
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How to add a bank or credit card accountYou'll want to create an account in Wave for every bank and credit card account you use in real life, so that your books accurately reflect what's going on. To add a new Bank Account, follow the st... Read the full story hereSystem 16K views 28 comments 0 points Most recent by RafaelP September 21, 2021 2:04AMHelp Center Discussion
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I copied a transaction (and created one for scratch also just to be sure), and for some reason that line item/transaction is shown as Grey in my list of Transactions. It also doesn't have bolded text in the Date or Description columns like all my other transactions. The original transaction I copied from is not grey. And all the fields are fil…
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Please I'm having some issue with activating my wave payment option and stripe does not support my country. Is there any other way that I can still activate the payment option?Petebiz90 13 views 7 comments 0 points Most recent by Ellapandaaaa September 20, 2021 5:02PMSales & Invoicing Technical Support
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If i only use invoicing, receipts, estimates, expenses & some reports. NO linkage to banks, NO online payments. Would my ability to continue Wave platform as i currently do, from 2021 and beyond change?Sean_Eugene1 41 views 4 comments 0 points Most recent by Ellapandaaaa September 20, 2021 4:38PMUsing Wave
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How do I move transactions between businesses?eyrobinson 1K views 13 comments 2 points Most recent by DCK September 20, 2021 1:13AMAccounting Technical Support
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When I list a transaction category as "property tax", the option to add a customer goes away. Are there reasons why certain categories don't allow you to select a customer?
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Hello, In the old Wave system after creating an invoice and applying the payment, for example a cheque, the cheque deposit entry was merged with the invoice. But now I process the payment in wave but I cannot merge it with the bank deposit entry so I have 2 identical amounts registered as income. How do I handle this? Do I have to delete manual…palosanto 81 views 10 comments 2 points Most recent by EllenMadaline_413 September 19, 2021 3:55PMSales & Invoicing Technical Support
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The app is currently stuck in "offline" mode, and when looking to update it / delete and reinstall, I get a "This app is currently not available in your country or region" error. Any thoughts? Or was the app just removed from the store? Using an iPhone 7, iOS 14.3 Based in South Africa Thanks!Jon_SA 1.4K views 8 comments 1 point Most recent by GoranB September 19, 2021 2:13AMMobile Technical Support
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How can we budget monthly business expenses and track the budgeted versus actual expenses in wave system?ADDS 181 views 12 comments 2 points Most recent by Crissa September 18, 2021 11:32PMAccounting Technical Support
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Hi Folks, I lead an IT Department and each year operate within a fixed budget. I'd like to do some further analysis on my expenditures and to be able to see over time how my actual expenses are comparing to the budget. I'm wondering if anyone has thoughts on whether Wave would work well for this purpose and if so how I should configure it? My th…davidshq 4.3K views 25 comments 1 point Most recent by Crissa September 18, 2021 11:26PMAccounting Technical Support
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Greetings, We have a small Boutique and use Square POS. Sales from the boutique are automatically deposited twice a week (Friday's Sales, Saturday's Sales) and whenever I get around to it, I do a third deposit of any random sales that involved cash & checks. I'm brand new to Wave Accounting and the idea of business accounting as a whole. I…
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I have a business credit card that gives a cash back reward, reducing the amount owed on the card. However, because the balance was 0 before the reward was applied, I now have a positive, or additional balance on the card, and when I make a purchase, it just reduces the surplus amount. However, it's causing an issue with the cash flow report. Bec…JDS 21 views 0 comments 0 points Started by JDS September 18, 2021 1:36PM Accounting Technical Support
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My company is growing and we're opening another office in a neighboring state. We would like to know how to manage the transactions and customers for the new location. How do we add the other location and can we run reports to see details comparing both offices?
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Wave Account : Ventures There seems to be a bug. When I go to Reports/Balance Sheet - Under Details, I get 196300 as Accounts Receivable for the date 2021-09-09. But when I click on the Accounts Receivable it opens up a new tab and in that report, the end balance is 273139. Ideally both should match but in this case this is not matching for us, …nutberry 1 view 0 comments 0 points Started by nutberry September 18, 2021 3:10AM Accounting Technical Support
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If you send your invoice to multiple people, can you see if each person has viewed it? Also I sent my last invoice to myself and to the client and when I opened the invoice it said client viewed. Now if the real client hasn’t viewed it yet, I don’t know if the client has viewed it.msc 1 view 0 comments 0 points Started by msc September 17, 2021 5:17PM Sales & Invoicing Technical Support
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Does anyone know how to allocate 1 check received from a client to 2 outstanding invoices? My client didn't pay the first invoice until the 2nd one was received and then wrote a check for both invoice amounts due. Thanks!VGFC_2016 11 views 2 comments 0 points Most recent by VGFC_2016 September 16, 2021 7:06PMSales & Invoicing Technical Support
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How do automatic payments work?Automatic payments enable you to set up your recurring invoices to bill your customers automatically. A few simple clicks will ensure your repeat customers are notified and billed and you receive p... Read the full story hereSystem 8.1K views 55 comments 0 points Most recent by sean_d September 16, 2021 5:53PMHelp Center Discussion
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I have a client that is paying a recurring invoice by credit card. He would like to do it by ACH. I know I can switch to manual payment then he could use the bank routing and account numbers to do ACH, but will he be able to set this up so it will be paid automatically like the credit card does now?petes 334 views 6 comments 2 points Most recent by sean_d September 16, 2021 5:50PMSales & Invoicing Feature Ideas
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Is anyone having issues saving invoices? I have been trying to enter invoices for days and can't get it to save. Tried in chrome, and edge on two computers.stevedave 11 views 0 comments 0 points Started by stevedave September 16, 2021 3:15PM Help Center Discussion
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I have been with Wave for years. Only 1 client has ever requested a chargeback. They rescinding that chargeback. Their credit card holder released the chargeback over a month ago. I have sent Wave the documentation from the credit card company that they reversed it and the case has been closed. Wave keeps on asking ME to contact the clients cred…Nxelizabeth 11 views 0 comments 0 points Started by Nxelizabeth September 15, 2021 6:21AM Accounting Technical Support
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Is there a way to generate a report or list of accounts with no transactions entered for a particular time period? ThanksDavid_1_law 1 view 0 comments 0 points Started by David_1_law September 15, 2021 4:13AM Accounting Technical Support
