If you have more items to add to this invoice, Add an item and repeat the steps.If you haven’t added your taxes, click Select a Tax and enter the tax name and tax rate in the provided fields. If you already added sales tax in the Accounting section, click into the Tax field to select it.In the invoice details section, enter the item name, description, quantity, and price.To change the default due date for all invoices, navigate to the Invoice Customization page under Settings. Payment due: By default, your invoice is due upon receipt (i.e., today’s date) but you can modify the due date for the current invoice.Invoice date: This defaults to today’s date but can be changed.P.O./S.O.: If you need to specify a purchase order (P.O.) or sales order (S.O.) number, you can do so here.Invoice number: By default, Wave starts at #1, and subsequent invoices will automatically be numbered 2, 3, 4, etc.On the right side of the body of the invoice: If you are creating a new customer, Wave will save the customer information for you to use in the future. You have the option of selecting a pre-existing customer (if you have one) or creating a new customer. Customer information: Add a customer to assign who the invoice is going to.On the left side of the body of the invoice: This is the main section of your invoice which contains the information about your customer as well as the products/services you're selling. For example: “Tax Invoice.” This is optional, and if you already customized your invoice in the previous step, you may not need to do anything here. You can also change how your invoice is titled. Here you can add or edit things like your logo or business address.
The header contains all of the information about your business. The invoice is broken down into three sections:Ĭlick into business address and contact details, title, summary, and logo to open up the Header. There are three main options to customize your invoices: Adding your logo, choosing a template, and picking an accent color.Īfter you’ve saved your customizations, you’ll land on the Create Invoice page. The first time you try to create an invoice, you’ll be prompted to customize the settings to have it match your brand.ĭid you miss the prompt? You can always get back to the customization settings by clicking Settings > Invoice Customization. In Wave, invoicing is a simple process that follows 4 steps: Your Wave account includes features like estimates, recurring invoices, automated reminders and more all with the goal of getting money into your pocket and capturing that information in your accounting records.
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