Your customers do business with you – not a big box company, and you want to make sure they always get a personalized and hands-on experience that reflects that.
When you send invoices through Wave, we want to make sure you’re offering them just that! It’s why we offer you opportunities to customize what you send, and view exactly what it’ll look like to your customers!
Start by Customizing your Invoices
First thing’s first – let’s make sure you love your invoices! Select the gear icon from the top right side of your screen, and click Invoice Customization. Here, you can load your logo, choose the template you prefer, add an accent color and more. When you’re done, select Save.
From left to right, you can see our Standard, Original, and Contemporary templates.
Create your Invoice
Now it’s time to create your invoice. Select Invoices from the navigation bar to the left, and then click Create an Invoice. Once you’ve added all key information and saved your invoice, you’re ready to see just what your invoice looks like! Select Preview to see exactly what your customer willl see when they view your invoice. Use the top navigation to see what your invoice looks like on a computer, tablet or mobile device.
It’s important to note that this preview shows what your invoice will look like when your customer clicks in to view the full invoice in the email they receive. The email will offer them a brief snapshot, and encourage them to click to view the full invoice.
By doing this, we allow you to see when your invoice has been viewed, right in your Wave account. From the main invoicing page, you’ll see status bars on each invoice you’ve created – letting you know if the invoice is sent, viewed, partially paid, paid, or overdue.
These key insights will keep you in-the-know, and make sure you come to each conversation armed with the information you need to help you run your business better!
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.”