Use the guide to build your confidence and learn how to manage your bookkeeping so that you can stay in control of your business. We created Fearless Accounting with Wave as a free reference guide to help you understand and tackle your accounting. Once we completed the wave to QuickBooks conversion services, then you can continue our services with Quickbooks Bookkeeping Servicesfor managing your Business Accounting Services. The invoice download also has a Data to Download section. This can be really helpful if you like to download data repeatedly in a consistent format. If you open a download sidebar in a spreadsheet page where you have previously downloaded Wave data, Wave Connect will pre-select the download fields, and re-order them. To use any of the uploads, click the Add-ons menu in Google Sheets, select Wave Connect, then Upload, then the data you want to upload. This could be something as simple as making sure you don’t put text where a number is needed, but it also includes giving you drop-down lists of permitted values. Not Using Wave But Ready To Be Fearless?.Convert Transactions To A Format Importable By Sage 50, Sage 300, Sage One.If you edit the invoice after you share the link, the changes will still reflect when the customer views the invoice using the link. Navigate to Sales & Payments > Invoices, click on the invoice to open it, and select Mark as sent within the Send section. Once you’ve sent the invoice using any of these methods, you can mark it as sent. Click Copy link to copy a link to the invoice, which you can then send by email, text message, etc.Click the More options tab at the top of the pop-up box.Generate a link to an invoice in your web browser The PDF file will save to your device, which you can then attach to an email before sending it to your customer. Click Download only, or to also mark the invoice as sent, click Download, and mark it as sent.If you’re viewing the invoice, click Send invoice, click More options at the top of the pop-up box, then choose Download PDF. Click the dropdown menu to the right of the invoice, and select Export as PDF.On the left-side menu, click Sales & Payments > Invoices.Export an invoice as a PDF in your web browser Once an invoice has been sent, it cannot be undone. However, you can choose to export the invoice as PDF, and send it from your email if you don’t want it to appear. The Wave logo at the bottom of the invoice email cannot be removed. If you use Wave’s online payments or payroll features, you can send an unlimited number of invoices through Wave. Sending invoices through Wave helps you track the sent history within the Activity tab of the customer’s profile. This sends your invoice through Wave, but any replies to the email will be sent to the email address the invoice was sent from. Preview how the email would appear to your customer on the right side of the Send pop-up box.Select the checkboxes at the bottom to send a copy of the invoice to yourself, or attach the invoice as a PDF.Learn how to add a secondary email address to your customer’s profile in How to add a customer. If not, enter a new email address into the additional field. If you already have multiple emails associated with your customer’s profile, select one of the emails from the drop-down menu. To send the invoice to multiple contacts, click Add recipient.If you want to customize the message, edit it before you send the invoice. You cannot save a customized message to appear by default when sending invoices. Edit the subject line, or the message that will appear on the body of the email your customer receives.To add another email address to your business profile, follow these steps. To send the invoice from an alternate verified email address saved under your business profile, click on your email address in the From field and choose from the list.In the pop-up that appears, you can do the following:. Or, click on the invoice to open it, then click Send invoice. Click the Send button to the right of the invoice you want to send.On the left-side menu, click Sales & Payments > Invoices.If the same invoice is viewed more than once, only the last viewed date is tracked. To find the last viewed date for an invoice, go to the left-side menu and click Sales & Payments > Invoices, click on an invoice to view it, and check under the Send section. When you send an invoice through Wave, or send a share link, you can see when your customer has viewed the invoice.
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