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I have generated an invoice for my customer and he has paid up. How do i generate a receipt (same formatting as Invoice but document with title “Receipt”) for him as proof of payment?Amy 5.3K views 15 comments 0 points Most recent by Skillsfuhlife March 30, 2021 12:18AMSales & Invoicing Technical Support
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When I try to reconcile, I see deposits listed as Debits and Withdrawals listed as credits. This seems backward to me. Can someone advise?jgold723 1 view 3 comments 0 points Most recent by Kimpton March 29, 2021 9:20PMAccounting Technical Support
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How do I move a customer from one business wave account to the other business wave accountPooWorx1 1 view 1 comment 0 points Most recent by JulianP March 29, 2021 7:51PMHelp Center Discussion
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Why would a negative balance be showing in my payments by wave account?volunteertreasurer 151 views 1 comment 0 points Most recent by JulianP March 29, 2021 7:35PMAccount Settings Technical Support
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What to do if Wave can't read your OFX, QBO, ASO, or QFX fileYou may need to make minor changes to a file when uploading your bank statement in the file formats OFX, QBO, ASO, and QFX. If you received the error message "Wave needs you to make a small ... Read the full story hereSystem 3.7K views 21 comments 0 points Most recent by JulianP March 29, 2021 7:01PMHelp Center Discussion
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Hi, It seems in Wave, you are able to enter a full expense all year long and later apply percentage to that category to reflect amount of personal or business use. In the blog post "Tax deductions: Vehicle expenses" (found here: https://www.waveapps.com/blog/accounting-and-taxes/tax-deductions-vehicle-expenses ). Under the second point …EQuinn 1 view 4 comments 0 points Most recent by JulianP March 29, 2021 6:55PMAccounting Technical Support
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Hi, I cannot seem to find where to amend the default email wording when sending an invoice. Hope you can assist? ThanksJenT 31 views 3 comments 1 point Most recent by JulianP March 29, 2021 6:45PMSales & Invoicing Technical Support
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Hi, We have an employee that moved here from out of state. They are in temporary accommodation so during on-boarding they entered their address as their out of state address as they expect to be moving to a more permanent residence locally once they are settled here. Wave must have picked up on the out of state address and now wants me to enter t…countyline 31 views 1 comment 0 points Most recent by countyline March 29, 2021 2:08AMAccounting Technical Support
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Hi, I added a bookkeeper in Wave but they cannot see any of the imported transactions or account histories. Also their Chart of Accounts has just the default entries and they don't have any of the custom entries I added. They need to be able to see all the account balances and imported transactions so they can reconcile, etc. How do I get them to …countyline 11 views 2 comments 0 points Most recent by countyline March 28, 2021 2:49PMAccounting Technical Support
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I am not referring to the auto-category assignment. I am referring to the pop-up that is shown in Accounting / Transactions, that wants you to review other transactions. I do not wish to review and categorize x other transactions. I do not want to see the following pop up that asks if I want to review 29 other transactions like this one. imag…Clifton 321 views 16 comments 5 points Most recent by ramatsu March 28, 2021 12:47AMAccounting Technical Support
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Hey guys! Is there an issue with the public Wave GraphQL server? I've been getting this (clearly basic JavaScript) error, even though my invoices are being created normally as per usual: { "errors": [ { "extensions": { "id": "cbfeb044-2dd0-4ad6-a0b9-9fcf00bba5ac", "code&quo…SBenoit 21 views 3 comments 0 points Most recent by SBenoit March 26, 2021 10:55PMAPI & Integrations Technical Support
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Has anyone has this issue? I am trying to change my invoice logo on the website, and every time I try to press "Display Logo" a grey circle with a line through it pops up when I hover over the check box.. and if I upload a new logo and press "Save All Changes" a new page open that just says "400 Bad Request". I am rea…JuleannChadbourn92 1 view 1 comment 0 points Most recent by NancyC March 26, 2021 7:26PMSales & Invoicing Technical Support
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I need to be able to issue Purchase orders (POs) to my vendors in order for them to invoice me in turn. How do we get this feature added to the capabilities of Wave? It would be great is we could make a Sales Order (SO) which can be converted into both POs and invoices. Also, it would be nice if items could get both a purchase and sale price asso…Berner 1 view 4 comments 1 point Most recent by Berner March 26, 2021 2:35PMSales & Invoicing Feature Ideas
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It is clear that every user is interested in a purchase order creation function in Wave. It is a crucial part of business expense tracking for my business. All of these threads keep asking for it. When will Wave add this functionality?BlueTiger 2K views 26 comments 5 points Most recent by TuppyT March 26, 2021 7:25AMSales & Invoicing Feature Ideas
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I'm scratching my head on how to properly account for gift cards I give out and how to account for the redemed value of them. Example of situation: 1- I give out a donation of a $25 gift certificate for my products to a fundraiser. (how do i record this since I havn't lost that product income until it is redeemed but I also owe this to a custome…Cheart99 291 views 1 comment 0 points Most recent by Mikeg March 25, 2021 9:18PMAccounting Technical Support
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I understand that I can double click on each transaction and add vendors. I'd like to then be able to see these vendors in the Transactions list, without double clicking on each transaction again. Is there an option to do so?MariaC_ICF 71 views 1 comment 0 points Most recent by KiahD March 25, 2021 8:54PMAccount Settings Feature Ideas
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I have tried on numerous occasions to connect to FirstCommunityBankSC since last weekend. It still gives me the error, no connection and to try again. my credentials have not changed. It was working fine last week.Nancy_Ptennispro2021 1 view 1 comment 0 points Most recent by KiahD March 25, 2021 6:24PMAccounting Technical Support
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I have a Virtual Bookkeeping Business, A-OK Bookkeeping Services, LLC, and have recently became acquainted with Wave! I really like the look of it and the simplicity of the software. I would like to set up one of my clients on Wave, but under my management, as I will be doing their books for them. How do I do that? Thank you!
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I was pretty sure that I stumbled across a place I could customise the wording of my payment request emails, probably over a year ago now. I dont like how my invoice link is worded when I text it through to the customers phone number. It says "request payment", and I'd rather it said, "Your job's all done, we will be in touch short…TLRussell 1 view 1 comment 0 points Most recent by AlexL March 25, 2021 2:55PMSales & Invoicing Technical Support
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I don't see a way to create a report of credit card and EFT payments for invoices. The only way I can see which Wave Payment came from a specific invoice is via the "Transactions" screen. This screen is not exportable. If I use the Reports > account balances > Wave Payments account does not maintain transaction detail for which in…volkswagner 1 view 0 comments 0 points Started by volkswagner March 25, 2021 1:11PM Accounting Feature Ideas
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New website launched this week. Please visit https://mgfinancial.net to see the services we offer as well as pricing. We make everyone feel like they are our biggest client. My name is Mike Granata (MG Financial Services CPA LLC) and I am a CPA with over 30 years of experience in accounting and taxes. I am located in Maryland but service clients f…Mikeg 251 views 9 comments 4 points Most recent by GeorgiaDRS March 25, 2021 3:00AMPro Network Listings
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In Schedule 100 Profit and Loss (Income Statement), I will use GIFI 9990 Current Income Taxes to indicate the federal/provincial income tax my corporation just paid for last fiscal year. It's listed under Extraordinary Items and Income Taxes. This tax should show on a P&L but not as an Operating Expense. How do I enter the payment in Wave? …
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I have a dozen bank accounts listed in my dropdown and they all say "checking, savings, or visa"..... How am I supposed to know which one is which? The dropdown menu when viewing transactions does not even break them down by bank. Is there not some way to rename or "nickname" accounts to something meaningful like "b…gtewks 1.4K views 7 comments 1 point Most recent by ramatsu March 24, 2021 9:55PMAccounting Technical Support
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I cannot get my TD business account transactions from 2020 to import. 2021 transactions import fine, but nothing from 2020 is importing. I had no problem importing 2020 TD credit card transactions. I've connected and reconnected a few times. If I have to upload manually, how do I upload using pdf (which is the only format TD bank provides)? Can I…canopyverde 22 views 2 comments 0 points Most recent by TDuvall March 24, 2021 8:00PMAccounting Technical Support
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I have read all posts about Business vs Personal but I cannot find the answer to the following: As the business is starting up, there are quite a few owner's investments that are done by means of purchasing assets for the business privately. I have paid many times now for business matters using my personal (private) bank account or credit card. …rogiervdheide 61 views 5 comments 0 points Most recent by JulianP March 24, 2021 7:58PMUpgraded Accounting Experience
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Hello, I am an Admin user on Wave, and until now when I sent invoices I used the account owner email address. But since yesterday the dropdown only shows my email address... I see that there were some updates done, was this feature removed? Please advise. Oana.OanaL 41 views 1 comment 0 points Most recent by JulianP March 24, 2021 7:21PMSales & Invoicing Technical Support
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I have an account I tried to reconcile. when I went to accounting>reconciliation I had three categories: Cash on Hand, Donations, and reimbursements. I was able to reconcile the cash on had with no problem but the other 2 I couldn't do. I thought when reconciling all the categories were combined together. How can I remove the donations and reim…Bill_D1382 1 view 1 comment 0 points Most recent by JulianP March 24, 2021 6:41PMAccounting Technical Support
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I need to submit my business return to CRA and because my first year was very simple (zero revenue, very few expenses), I don't want to use my accountant for this (I have another business that is much more complicated and he and my bookkeeper use Quickbooks to manage bookkeeping and accounting for that). From what I can tell, Wave doesn't have an…Mikebrcic 2.2K views 13 comments 1 point Most recent by paulpat March 24, 2021 4:29PMAccounting Technical Support
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My Paypal account has both USD and CAD transactions posted in it. I also usually hold a balance in the Paypal account and only pay out to my CAD bank account periodically. How can I post income and expenses from Paypal to Wave and also account for a USD and CAD balance held in Paypal?RoxanneRichards 101 views 3 comments 0 points Most recent by AlexL March 24, 2021 3:15PMAccounting Technical Support
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I am new to Wave - I think I get how to do transfers for credit card payments, although I am confused by consistently seeing two identical-looking transactions to match with the transfer. But when I try to do a split transaction in the transfer I get 2 and 3 listings of the transfer in accounting. What do I do with the two matches offered in trans…LV99 11 views 5 comments 1 point Most recent by AlexL March 24, 2021 3:08PMAccounting Technical Support
