recurring_bills
Discussion List
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An [Active] recurring invoice i started on [August 4th 2020] has been sent [On the 15th day of each month] 16 times successfully so far. Now I need to edit the amount going forward (which I've done in the past), but both [Save and Continue] (inside Edit) and [END] are disabled in this recurring invoice but not in other active recurring invoices!…TLBaron 24 views 1 comment 0 points Most recent by TLBaron January 31, 2022 9:23AMSales & Invoicing Technical Support
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Is there any way to place on hold, the Recurring Invoice created; rather than End it completely. There are times when a respite is necessary, and Ending the Recurring Invoice, affects the accounting history and Customer Statement.PProjects 47 views 3 comments 0 points Most recent by coachjonm January 12, 2022 12:01AMSales & Invoicing Technical Support
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Why bills list table not showing due date for each bill. That will be good feature to see due date and highlight in red color if past due like invoice.Sri 4 views 4 comments 0 points Most recent by KLS_Mega November 12, 2021 6:13PMSales & Invoicing Feature Ideas
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I am wondering how long do clients have access to their online invoices/receipts? Can they access their online invoices/receipts indefinitely or is there a time limit?
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I am a developer and run multiple businesses on Wave. Part of what I keep track of are monthly payments, principal, and interest on loans, both when I am a borrower and a lender. I have been able to set this up manually using Recurring Invoices and Bills, but it requires a lot of manual math and editing each month to get the amounts correct. I sta…SKN 11 views 1 comment 0 points Most recent by SKN July 2, 2021 3:00AMAPI & Integrations Feature Ideas
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Hi, I would l like to know how customer's pre-authorizations work on recurring payments. I had recurring monthly invoices with one customer, and the customer pre-authorized the changes. However, I ended it last month, due to a product changes the customer wants. I created a new recurring invoice with a different product. I already have a save…glent 31 views 0 comments 0 points Started by glent June 26, 2021 1:24AM Sales & Invoicing Technical Support
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This discussion has been merged.
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It would GREATLY simplify my process if I could import bills (via Wave Connect or other method). My April invoice from my main trading partner has approx 350 lines and the web interface is struggling to keep up.
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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 …YGFAndrea 1 view 2 comments 0 points Most recent by YGFAndrea April 15, 2021 12:02PMSales & Invoicing Technical Support
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I am seeing 'bank payment' option in the header, however I am not seeing any option to enter customer's bank routing number and account number, in setting up the customer for recurring bank payment rather just open to enter credit card number. Is this functionality there with wave?Meena 21 views 1 comment 1 point Most recent by JulianP March 2, 2021 7:50PMSales & Invoicing Feature Ideas
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I am setting up recurring invoicing and I noticed a difference between certain customer options. For example, Cust A has an option to send both the invoice and receipt automatically while Cust B only gives an option for sending the invoice. I've attached a screen of both. How can I change the setting for Cust B to receive auto receipts after paym…RichardH 41 views 1 comment 0 points Most recent by JulianP February 26, 2021 9:56PMSales & Invoicing Feature Ideas
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Hi, I collect payments from customers on a monthly basis where the recurring is generated on the 1st of each month. But this time none of the recurring have been generated still and I am a little worried as unless the invoices are sent out, payments wont flow inBirendra 11 views 1 comment 0 points Most recent by AlexL December 15, 2020 8:07PMSales & Invoicing Technical Support
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Hi there, I have a strange thing happening. I set up a customer and created a duplicate invoice for them as I bill them monthly. Then I realised I could create a custom invoice number format (I had previously used JC#### so wanted to continue in this vein) so did this. I ended the previous recurring invoice and set up a new one but now what's ha…JustConnect 1 view 2 comments 0 points Most recent by JustConnect November 18, 2020 3:41PMSales & Invoicing Technical Support
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I have a service that I bill Canadians in CAD and Americans in USD but when I send an autobill for a US customer in USD it says what the exchange rate will be but it says the customer can't setup autopay with their credit card because my core currency is CAD ... why won't it just convert and deposit like other services I've used before?Davebm 3 views 1 comment 0 points Most recent by Barsin November 5, 2020 9:12PMAccounting Technical Support
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I created a recurring invoice with the following schedule: Repeat monthly on the 16th; First Invoice: 2020-10-09 My client has payed for the invoice sent 10-09 and they have set up automatic payments. My recurring invoices dashboard/home page (https://next.waveapps.com/[confidential]/recurring-invoices) shows that the next invoice for this recurr…wolfe_io 21 views 0 comments 0 points Started by wolfe_io October 12, 2020 3:52PM Sales & Invoicing Technical Support
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Hi, I am trying to set up my first recurring invoices, but when I get to the get paid section, it doesn't have automatic payments as an option. So do I need to create a 1 off an invoice for people first, to get their card details, then set up automatic payments after that?Aaronsl1 12 views 4 comments 1 point Most recent by CLEMMY September 29, 2020 4:40PMSales & Invoicing Technical Support
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Everytime I do a random project invoice, my recurring invoice number changes to automatically follow the random invoice number, instead of the last recurring invoice number. This doesn't work for me because I have multiple clients, and only one client has a recurring invoice. i'm not able to adjust it prior to the upcoming recurring invoice send b…Ewoodward 61 views 1 comment 0 points Most recent by ConnorM August 17, 2020 9:21PMSales & Invoicing Technical Support
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We teach Horseback riding and are looking at using Wave for invoicing. For example we have group lessons for $35 a week and invoice the 1st of the month. Some months with have 4 or 5 weeks in them - So the invoice could change from $140 - $175 a month depending how many weeks they had lessons that month. How to change Quantity to equal the amount …ReneeD 22 views 1 comment 0 points Most recent by Kristian_G May 14, 2020 7:47PMSales & Invoicing Technical Support
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Last year one of my customers asked that I update her email address in Wave so that all future invoices would be sent to the new email. I did that and all of the non-recurring invoices that I've sent since then have sent to the new email just fine. Then, on the March 1st, Wave sent out her recurring invoice and this was sent to the old email addr…Clif4dito 41 views 6 comments 0 points Most recent by ConnorM April 21, 2020 7:42PMSales & Invoicing Technical Support
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This has been happening more and more and it's unacceptable. Please fix this bug.robdam1001 21 views 0 comments 0 points Started by robdam1001 February 18, 2020 4:01PM Sales & Invoicing Technical Support
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In the create a recurring invoice flow, the Get Paid step is allowing only Manual Payments. From what I read in your support center, I should set it in "Sales > Payments" tab in the left side menu. However, I don't have such tab under Sales. (link to your article: https://support.waveapps.com/hc/en-us/articles/218323823) Please help …geva_price 11 views 1 comment 0 points Most recent by ConnorM November 1, 2019 2:30PMSales & Invoicing Technical Support
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The Google Sheets looks really promising for uploading a list of recurring transactions to Wave. One thing that is more attractive than just uploading a CSV is that the Google Sheets Add-On allows importing Future Dated transactions. Has anyone tried it?tekfranz 151 views 9 comments 0 points Most recent by tekfranz October 22, 2019 6:54PMAPI & Integrations Feature Ideas
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Greetings! I'd like to propose the addition of late payment fees & interest to the creation of Invoices and Bills. I live in Brazil, and here we have a very unique kind of invoicing called "Boleto", in which you pay a small fee to a bank for the creation of a legally binding invoicing document. Frequently, one adds to these late p…dangosarecute 181 views 2 comments 0 points Most recent by Barsin October 10, 2019 4:19PMWave Features
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Hi all, I am not really sure what I am supposed to put on here but here goes nothing. I am currently a bookkeeper/office manager in the great state of Montana. I am highly skilled in payroll, accounts payable and reconciling but my niche is accounts receivable. I live to get companies their money. Recently I have opened my own bookkeeping and c…bullseyebandc 41 views 1 comment 1 point Most recent by JamieD August 29, 2019 4:42PMPro Network Listings
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This discussion was created from comments split from: Feature Request- Recurring Bills.System Closed 5.9K views 176 comments 18 points Most recent by Samd May 24, 2019 7:27PMSales & Invoicing Feature Ideas
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I run an investment management firm. I bill investors twice a year or more based on parameters as per their contract. However to run my office I have some bills (rent, phone/internet, paper,toner etc) and they do get missed after which there is a penalty. Are any of the following possible: 1. A simple desktop notification for any bills that are o…
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Having a problem with the way recuring invoices generates the invoice numbers - is there a way to set this as at the moment it seems to be auto generating all of my auto invoices with the same number/words and adding a 1/2/3 to the end - BUTit also includes all my clients initials as this is how I set up my manual invoices. ie. 12345 _ABC So on …MOD 21 views 0 comments 1 point Most recent by MOD January 31, 2019 8:39PMSales & Invoicing Technical Support
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Hello Wave Team, Wave has been a great application and we have been using it at our company for the last 4 years. We find it awesome and it manages all our accounting. We have a small suggestion to put forward. We deal with a lot of recurring bills every month including salaries, utility bills and other service bills which are mostly the sa…Zahir 51 views 1 comment 0 points Most recent by JamieD January 29, 2019 10:53PMAccounting Feature Ideas
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Hi. What is the difference between receipts and bills? For example, I purchase a counter to use for my business I bought a kleenex from supplier to resell it. Where do I upload the counter receipt? and where do I upload the kleenex receipt? And how can I print report for expense and amortisation for my accounting without printing the kleenex? …l4cky 1.2K views 1 comment 0 points Most recent by Laura_Kavanagh January 17, 2019 11:30PMAccounting Technical Support
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-(The scenario): My business provides a technical service that we bill our parent company for, but my business also collects money from the parent company's customers. In other words, I, as an employee of the Parent, get customers to sign a contract. Then my personal company contracts to the parent to do the work that I, as an employee, was awarde…Mithoty_1 32 views 0 comments 0 points Most recent by Mithoty_1 October 5, 2018 3:13PMAccounting Technical Support
