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Discussion List
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Is there a report where I can see if a transaction has sales tax added to it? In the past each transaction had a "HST" flag if the transaction had sales tax but that feature appears to have been discontinued. Now I have to open each transaction to see if sales tax was included. This is time consuming and laborious. Does any one have …
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For about 3 weeks, I have been unable to issue receipts to customers. After the payment has been recorded and the screen pops up to send receipt, when I click send I get the following error: "You’ve sent a lot of invoices today—nice going! To continue sending invoices from Wave, we need you to verify your email address. Please click the link …AkeemR 62 views 0 comments 0 points Started by AkeemR May 2, 2022 2:31PM Sales & Invoicing Technical Support
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Hi, Please help (I am starting to use wave first time) I am trying to import a csv customer list. The preview of the first 5 customers in list (when importing) shows all info correctly in the different columns. But when i click on import, after short while i get a error "Hrmm, we didn't find any new contacts to import. We failed to import xx …Mauritz 236 views 11 comments 2 points Most recent by SarahH May 2, 2022 12:02PMAccounting Technical Support
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I have a client that paid a retainer and I followed the instructions here: https://support.waveapps.com/hc/en-us/articles/208622916-How-to-handle-invoice-deposits-or-pre-payments When I record a payment to their invoice and I check my balance sheet it increases the liability in that account instead of decreasing it. I also can't quite figure out…Christine_B 112 views 0 comments 0 points Started by Christine_B May 1, 2022 8:58PM Sales & Invoicing Technical Support
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Hi i would like to know how can i see the total per category. For example how much i spent on restaurants, office supplies etc. I need the total amount of all the receipts in that category.GeorgeS 1.1K views 6 comments 2 points Most recent by unherdof April 30, 2022 6:35PMAccounting Technical Support
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Hello - from time to time my customers want to update their credit card information. Is there any way to send them to a page on Wave to do this rather than having to collect their new credit card info over the phone?11outof11 529 views 4 comments 0 points Most recent by CMWD April 30, 2022 5:29PMSales & Invoicing Technical Support
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How to account for reimbursementsYou’re busy, and maybe you have some extra hands helping you out. How do you record reimbursements in Wave if someone else makes a purchase for your business? Follow the process below and you’ll be... Read the full story hereSystem 15.3K views 47 comments 0 points Most recent by EQuinn April 30, 2022 5:41AMHelp Center Discussion
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It would be nice to have a report that would provide a total amount for recurring invoices. Further, the ability to report on Annual recurring invoices and Monthly recurring invoices separately would be nice. Also, the ability to report on Total recurring invoices that tabulate both Annual recurring invoices and Monthly recurring invoices X 12 s…skeggsjp 15 views 0 comments 0 points Started by skeggsjp April 29, 2022 2:03PM Accounting Feature Ideas
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It would be nice if there was a setting that would enable a convenience fee to be added to all invoices that have Credit Card Payments enabled. Ideally, this would use a formula like this: ({Invoice Total}/.971)+$0.60 or if you want to cover Amex too, ({Invoice Total}/.966)+$0.60. Doesn't seem like rocket science to me since invoices are already …skeggsjp 12 views 0 comments 0 points Started by skeggsjp April 29, 2022 1:59PM Sales & Invoicing Feature Ideas
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I've noticed all descriptions written by Wave Apps outlines the $100 example -- if you invoice $100 we take 1% of your invoice, and will charge you a $1 fee. But what about larger transactions that are 5, 10, 15k in size? Most platforms have a maximum ACH fee of $10, and I want to confirm this before allowing someone to pay my $10k invoice and I l…kendallwatson 294 views 8 comments 0 points Most recent by JayT April 29, 2022 1:26PMAccounting Technical Support
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Protect yourself with a payments Terms of ServiceAccepting payments online reduces the work for you and your customer, and can get you paid faster. This guide teaches you how to write a terms of service that works for your business. It also shows... Read the full story hereSystem 35.3K views 52 comments 0 points Most recent by creativegrowth April 29, 2022 12:09PMHelp Center Discussion
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Hey i have been using wave for some time now but i can't find a way to make estimates from the mobile app? is that possible?
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So frustrated with wave. They told me I was set up to do payments through them did a few then a third one. a large sum. Was put on hold. No customer service number. They asked for information I’m not even required to have as a contractor in maine. It’s poor service and poor business would not recommend using wave. Has any one else had this is…Ealbee 32 views 2 comments 1 point Most recent by Ealbee April 28, 2022 12:06PMHelp Center Discussion
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I don't see the ability to create a bill anywhere via the API. Is there a specific reason this isn't possible? All other major accounting software allow this.JamesCory 102 views 8 comments 0 points Most recent by JamesCory April 28, 2022 12:37AMAPI & Integrations Technical Support
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I entered a bunch of transactions on my iPhone yesterday and after about 30 transactions it stopped uploading the receipts, both from Photo Library or taking a photo. I then tried again later and it let me upload one and then it didn't work again. Today it hasn't worked at all. I also tried reducing the file size and it still won't upload. I am m…Frauke 154 views 1 comment 1 point Most recent by SelfSameTree April 27, 2022 6:48PMHelp Center Discussion
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Is there any priority given to recurring billing? Any ETA on this feature? I'm currently down to wave and freshbooks in my evaluation. The only thing holding me back from wave is the recurring billing feature.ShawnMclean 4.9K views 118 comments 6 points Most recent by NDLLC April 27, 2022 4:35PMSales & Invoicing Feature Ideas
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Please add sub-categories and tags for transactions. You would have droves of people using this if it just had a way to parse out lines of business, and right now its impossible! Please add some granularity. Event his post can have tags!
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How to show a discount on an invoiceCreating a discount on your Wave invoice is as simple as adding another product line item with a negative price. Just remember, if you charge tax, to apply tax to the Discount item too! Here's how... Read the full story hereSystem 30K views 105 comments 0 points Most recent by Project_Guru April 26, 2022 10:05PMHelp Center Discussion
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I have a customer that I bill each week, however each week I owe them money that they take directly from my funds before they deposit the payment into my account. I need to show the money they are taking as an expense but also need to have the invoice reflect the amount they are paying after the deductions. Anyone have any idea on how to do this o…REDLINETRANSPORT 2 views 0 comments 0 points Started by REDLINETRANSPORT April 26, 2022 8:48PM Using Wave
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I uploaded an August CSV monthly statement by selecting Date, Deposits, and Description into my CASH ON HAND account. The final step requires you "Confirm Import;" during this final step, the additional column "Outflows" is highlighted. Upon Confirming, the files is uploaded to Wave and both the "Outflows" Inflows&q…Jack_T 2 views 1 comment 0 points Most recent by Jack_T April 26, 2022 6:13PMAccounting Technical Support
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Does anyone know how to make a category automatically add a tax to a transaction? I spend a lot of time going over each transaction just to add in the taxes.Canadianllama 14 views 0 comments 0 points Started by Canadianllama April 26, 2022 3:26PM Accounting Technical Support
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With modern technology, the task of sending and receiving money has become tremendously simple like never before. Lucky are those people who use Cash App as their personal payment app to send and receive money to and from contacts. Do you know why? Because with the help of Cash App, not only they can send and receive money instantly but they can m…squarecash 12 views 0 comments 0 points Started by squarecash April 26, 2022 9:57AM Accounting Technical Support
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Hello, I live in BC where tax rates are 5% GST & 7% PST. When I charge for Material and Supplies to a customer the cost I add to the invoice includes 7% PST, since this tax is not compound or recoverable. GST on the other hand is recoverable, so I have this added in my sales tax settings. I am unable to properly account for my cost & GS…Chanelle 16 views 0 comments 0 points Started by Chanelle April 25, 2022 7:54PM Sales & Invoicing Technical Support
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Many companies request I send invoices to more than one email address, but I can only enter one for each customer. It would be nice to have the ability to add more email addressesdaveeverett 12 views 2 comments 0 points Most recent by daveeverett April 25, 2022 5:02AMSales & Invoicing Feature Ideas
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When you go to customers>select a customer and view their invoice history, the "invoice date" column is showing the DUE DATE. This is a bug. It should either be renamed to "Due Date" or make it actually display the invoice date. Wave -do not attempt to justify this or ask "how this will benefit your business" - it'…icedroit 142 views 1 comment 0 points Most recent by _Derek_ April 25, 2022 2:25AMSales & Invoicing Feature Ideas
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I realize this feature wouldn't (on the surface) generate any additional income for Wave, but there have been multiple requests, and I'm sure folks would be willing to pay a little bit for this feature, rather than move to another platform. I love that Wave is incredibly easy to use, and I know it would be a draw to far more people if it had this …hickorysmoke 375 views 17 comments 1 point Most recent by _Derek_ April 25, 2022 2:24AMSales & Invoicing Feature Ideas
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Can there be a way to "hide" products and services that are no longer used from the list that appears when you Add an Item to an invoice.mbolsinga 12 views 2 comments 4 points Most recent by _Derek_ April 25, 2022 2:19AMSales & Invoicing Feature Ideas
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I'm considering moving from freshbooks, and all my customers can login and see their full billing history in freshbooks. Do I lose that feature if I move to Wave?corky 653 views 7 comments 6 points Most recent by _Derek_ April 25, 2022 2:15AMSales & Invoicing Feature Ideas
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It would be nice if Wave had the ability to track which states were required to collect tax from (when we need to). Again - really not super complex but if you don't, at least integrate with a company that can help. Another great fee based value-add item._Derek_ 11 views 0 comments 0 points Started by _Derek_ April 25, 2022 2:11AM Sales & Invoicing Feature Ideas
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Anyone know how to properly categorize a tax refund?alisoncat 17 views 0 comments 0 points Started by alisoncat April 25, 2022 1:34AM Accounting Technical Support
