AlexL ✭✭✭
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- Username AlexL
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Re: Bank Connections - How To Force Data Downloads of More Than 90 Days Ago? Thanks!
Hey @wsv . There's no way to force the bank connections to pull more than 90 days as this is a regulation enforced by the banks themselves. To get information into Wave from more than 90 days ago, fe… (View Post)1 -
Re: Aging report
Hi @Yking . You can check out our Aged Receivables report in the Reports page which will break down any and all overdue invoices from your customers. (View Post)1 -
Re: Fixing Estimates
Hi @geofflister . You're correct here, the estimates product was built on an older platform and is definitely in need of a little bit of extra love from the team. We'll be working a little bit later … (View Post)1 -
Re: How to process card payments directly in Wave?
Hi @jays . If you add your customer's Credit Card details to their Customer page profile, you can charge their card any time through the invoice itself. After creating the invoice, you'll have an opt… (View Post)1 -
Re: CIS 20% tax deduction from total rather than adding 20% to total
Hi @davidwhite136 @zekeb007 . Can you explain to me the use case or your work flow as to why you would want the tax to be deducted from the total amount being charged? (View Post)1
