With Invoicing by Wave, we’ve got you covered at every stage of your invoicing.
Before you send your invoice
Before you invoice your customers, our Estimate and Preview features are here for you!
Business owners using Wave tell us that people are more likely to commit to a purchase when they receive a professional estimate through Wave. It’s a quick, easy way to create a quote or estimate for your customers. Once you’ve closed your sale, instantly covert the estimate to an invoice at the click of a button.
When you’re ready to send your invoice, use our Preview feature, located at the top of the View screen of any invoice, to see just what the invoice will look like for your customers.
Once your preview looks good, send your invoice directly to your customers through Wave. They’ll get a simple web link, they never have to create an account to view the invoice. As an added bonus, your account will automatically update to let you know when the invoice has been sent, viewed, or paid.
If you’re in America, Canada, the U.K., Ireland or Australia, you can also set up Payments by Wave to accept credit card payments right in the invoices you send. Your customers can pay as soon as they receive their invoice, which will help you get paid faster! You can also store credit card details in Wave, for any repeat customers.
If you have repeat orders that happen on a regular basis, set your invoices as recurring, so they’ll send to your customers automatically. See recurring invoices in action in our video!
Once your order has been paid, you can still add an extra touch point to let your customers know you’re organized and ready for repeat business! After recording a payment, scroll down to the bottom of the invoice to send them a receipt of payment (located in the bottom right of the screen, next to the payment details).
The information and tips we’re sharing in this article are meant to be a starting point for your year-end tax prep, so you can be informed and feel confident when working with your accountant. Be sure to check with a tax expert in your country or region for any specific advice you need, as each business (and tax district) is different. As our lawyers would say: “This article is for informational purposes only. It should not be considered legal or financial advice.”