Wave Accounting Invoice Tutorial | Best Accounting Software | Wave For Beginners

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  • เผยแพร่เมื่อ 24 พ.ย. 2024

ความคิดเห็น • 100

  • @kirkjockell
    @kirkjockell 6 หลายเดือนก่อน +1

    Great video. Been using WAVE for about three years now, but never used the invoice feature. Boy, have I been an idiot. Not anymore. Thanks!

  • @KenJames9911
    @KenJames9911 7 หลายเดือนก่อน +3

    Great video. I've watched numerous videos trying to understand Wave and finally, I have some understanding. Thank you...😊

  • @juulfitness
    @juulfitness ปีที่แล้ว +3

    Thank you for posting this. I just jumped into my business full time last year (switched to online/in-person personal training and stretch therapy after being a special ed teacher for 12.5 years) with hardly any business experience/background. I'm now hustling to keep up and figure everything out. Learning the hard way at first lol. But content like this makes my life a bit easier. Thank you. I'm subscribed now. 🙂

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      I'm glad you took the leap! It's going to be hard at first but you'll get better each and every day. Most people never do the thing you just did and start the business. You are always ahead of the curve 🙏🏾

  • @elleari89
    @elleari89 6 หลายเดือนก่อน

    First good tutorial on Wave. 👏 Ive seen...idk why everyone I try to watch is super irritating and rambles.. I appreciate this and speedy recovery and God's blessings on your business.

  • @davelarson2663
    @davelarson2663 11 หลายเดือนก่อน +3

    Thanks for the detailed insight, I'm trying to escape the Quickbooks extortion plan and your video helped me a lot.

    • @Wouldwoodwork
      @Wouldwoodwork  10 หลายเดือนก่อน

      Wait, what is Quickbooks doing?

    • @davelarson2663
      @davelarson2663 10 หลายเดือนก่อน

      I only implied that due to pushing those who've purchased software for the desktop version and now charging every year for it and continually pushing for the online platform.
      @@Wouldwoodwork

  • @addicusbrown
    @addicusbrown ปีที่แล้ว +3

    I love the video. Wonderful information and presentation. Appreciate you man! Gained a subscriber.

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว +1

      Thank you! I'm glad to have you here!

  • @NolanBuilt
    @NolanBuilt 2 ปีที่แล้ว +4

    GREAT VIDEO AND INFO BRO! PROUD OF YALLS SUCCESS. HOPE YOUR RIBS HEALS SOON. KEEP UP THE GOOD WORK!

    • @Wouldwoodwork
      @Wouldwoodwork  2 ปีที่แล้ว

      Thank you for watching bro! Yes I need that cause it hurts!! 🥴😂

  • @101hamilton
    @101hamilton ปีที่แล้ว +2

    Great video! Thank you for posting.

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      No problem! I'm glad it worked out for you

  • @irepresentthepeople
    @irepresentthepeople 3 หลายเดือนก่อน

    wonderful video... i'm leaving quickbooks this month

  • @ogsan1296
    @ogsan1296 2 ปีที่แล้ว +2

    3W, This was the BEST tutorial I have seen in a long time. My takeaway from this was you are utilizing an almost genius app. Now that you have let the world know,you might want to see if you can purchase it or buy open market stock on it. The things you do with it is incredible. I expect no less than 5-star excellence from your company. 300 k -1mil less than 3 years bet on that!! Have a blessed thanksgiving to you and your family " O ". 💰 🔥 Feel better my brother. Rest EZzzz.

  • @etrexocapital1991
    @etrexocapital1991 2 ปีที่แล้ว +3

    Great video this took looks pretty decent !

    • @Wouldwoodwork
      @Wouldwoodwork  2 ปีที่แล้ว

      Thank you! Let me know how it works out for you

  • @MsNuKynk
    @MsNuKynk ปีที่แล้ว +2

    Amazing video, thank you!

  • @healthylivinglifestyle2493
    @healthylivinglifestyle2493 2 ปีที่แล้ว +3

    Excellent job!

  • @greencoveirrigation8193
    @greencoveirrigation8193 11 หลายเดือนก่อน +2

    Outstanding, thank you

  • @mattmussett832
    @mattmussett832 ปีที่แล้ว +2

    Thank you Thank you thank you so much brother 🙏

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      No problem man! I really hope the software works out for you 🙏🏾

  • @Samanthafit_ish
    @Samanthafit_ish 2 ปีที่แล้ว +2

    quality info!

  • @rogerkwa6603
    @rogerkwa6603 5 หลายเดือนก่อน +1

    Thanks for the awesome video. Can I ask if it’s able to generate delivery order or packing list?

    • @Wouldwoodwork
      @Wouldwoodwork  5 หลายเดือนก่อน +1

      Good question, I don't believe they is a set feature for that but you may because to use the quote feature to create the slips

  • @ginaluv7228
    @ginaluv7228 ปีที่แล้ว +2

    great video!

  • @NewAgainLLC
    @NewAgainLLC ปีที่แล้ว +1

    I'd like to see a video on how to post checks to the account and use split transactions on multiple invoices.

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว +1

      I can definitely do that! I'll work on producing some shorter videos on these topics!

  • @leaning4ward563
    @leaning4ward563 ปีที่แล้ว +2

    Thanks for the video, it was very helpful. I would like to see more tutorials like this one. How do you get your logo on your invoices?

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      Thank you! I'll do my best to put out more content similar to this. In your settings area you can select a logo to add to your invoices. I'll do a quick video on adding that feature

  • @willakana3369
    @willakana3369 ปีที่แล้ว +2

    Thank you!

  • @juliayeh3916
    @juliayeh3916 ปีที่แล้ว +2

    Loved the video! Is it possible to create different invoice templates with different phone number information on the business address and contact details section? Or would I have to do it manually each time?

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว +1

      You'll have to update it manually since waveapps populates the data from your settings. You can change it within the invoice but you'll have to remember to do so

  • @virtualtourmaps
    @virtualtourmaps 8 หลายเดือนก่อน +2

    Thank you 😀

    • @Wouldwoodwork
      @Wouldwoodwork  7 หลายเดือนก่อน

      You're welcome 😊

  • @selahjade9230
    @selahjade9230 ปีที่แล้ว +2

    Great video! How do you make the money go into your business bank account? I’m a small business owner and I don’t want to be mailed checks I’d rather have it go into direct deposit.

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว +1

      Thank you! Are you here in the states? If so, you can use Venmo, cashapp or zelle. We use those, you can also link your business account to your wave invoicing account and when you get paid it gets deposited into your bank account.

  • @ISMARochester-i2v
    @ISMARochester-i2v ปีที่แล้ว +2

    Hi Would Wood Work. Great work explaining the process. I have a question about invoicing. Each week or month, the work we do are categorized into hours. The weekly billing can be multiple items with different student names. How can I upload a pre-made spread sheet into the invoice?

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      That's a great question. You can't upload pre-made spreadsheets into the invoice but you can create line items with the hours broken down so that whoever is paying can accurately tell what is being calculated. Also you can send a separate email with the spreadsheet for record

  • @AbdussamadJnr
    @AbdussamadJnr 5 หลายเดือนก่อน

    great

  • @RD-od2mp
    @RD-od2mp ปีที่แล้ว +1

    Can you do a video on sales tax collected and how it accumulates as a liability on the balance sheet

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      That's a good one, yeah I'll put out a video on that soon

  • @RealEstatePhotographerPro
    @RealEstatePhotographerPro ปีที่แล้ว +2

    good info

  • @InTheClickPhotoBooth
    @InTheClickPhotoBooth 9 หลายเดือนก่อน +1

    I have been using wave for a while, adn love it. but I am ready to use the payroll part, and dont understand how to do it. Can you help

    • @Wouldwoodwork
      @Wouldwoodwork  9 หลายเดือนก่อน

      I use ADP for my payroll system, but let me look into

  • @wolf05374
    @wolf05374 3 หลายเดือนก่อน

    Can you add links for online / app payments like vemno on the free version?

  • @WildBalance-j6s
    @WildBalance-j6s ปีที่แล้ว

    Hello! Do you know if you can pass through a CC fee automatically on an invoice? Meaning - if I offer ACH transfer or CC, if they choose can I auto add a % fee? Thanks!

  • @samarabrunette9949
    @samarabrunette9949 2 หลายเดือนก่อน

    Do you know if the Credit Card fees could be paid by the customer?

  • @andresbenjamin3067
    @andresbenjamin3067 10 หลายเดือนก่อน

    Bro that sneeze at 12:36 scared the hell out of me 😂😂

  • @dencho3003
    @dencho3003 ปีที่แล้ว +2

    It's my first time trying to make a business in pressure washing. I don't have a website, and I don't really understand how I go on about adding terms and conditions when I send estimates to a client. Do I just paste it in my estimate memo box or is there a better way for me to do it, via text or in facebook messenger?

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      whats up brother, that's a great question. If your T&C are regarding the quote then yes I would add it directly to your quote so that they have something to read. Add things like how long the price is valid for, next steps if they would like to move forward, things like that. You can also find an example T&C on google and take what you like from that and make it your own. That's how we started. But to professionalize yourself, stay far away from facebook messenger, sending text and things like that. Use email whenever you can and a quick voice call will help you close A LOT of deals. You got this famo, slow and steady, don't give up and always remember Think outside the box.

    • @dencho3003
      @dencho3003 ปีที่แล้ว +1

      @@Wouldwoodwork Thank you very much for the reply!!!
      I use wave to send my estimate/invoice to their email or link it through via text. I'll paste it in the memo box my T&C. Will definitely try to have more calls.
      Just not sure how I would get a proof agreement though. Or how I go about adding it.
      (sorry for all these questions, I'm very much a toddler in this.)

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      @@dencho3003 good idea! Regarding your contracts you can use google docs, make a template and every time you have a client make a copy of that template and email it to them to sign like a docusign.

    • @dencho3003
      @dencho3003 ปีที่แล้ว +1

      @@Wouldwoodwork Thank you so much for the help! Will definitely do :)

  • @JoseNunez-ep6bi
    @JoseNunez-ep6bi ปีที่แล้ว +4

    Why am I being forced to onboard with Zoho Books?

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      Let me look into that for you.

    • @jenellemorris5907
      @jenellemorris5907 23 วันที่ผ่านมา

      I am having this same issue. Please help.

  • @BayBoy98
    @BayBoy98 9 หลายเดือนก่อน

    I'm the treasurer for our HOA and we use the free version of Wave for our accounting software. I do like the invoicing system and the nice look. However, I can't figure out a way to make ONE invoice for our annual dues and send it to all 131 owners.....instead of having to make 131 invoices. Is there a way to do that? Make one repetitive invoice and send it to everyone? We basically have 131 "customers" . Thanks for any help.

    • @Wouldwoodwork
      @Wouldwoodwork  9 หลายเดือนก่อน

      That a great question, I never had to send one invoice to many different people outside of a couple people in one household. The issue is, the communication on the email when sending it out will be generic. Try adding the emails right before you send out the invoice, theres a tab that allows you to send to more than one person.

    • @BayBoy98
      @BayBoy98 9 หลายเดือนก่อน

      It's ok if the invoice is pretty generic. It will be the same amount to every owner. The invoice will not be owner specific accept for the name and address. I'm not sure what you mean when you say "Try adding the emails". You mean the email addresses? Definitely don't want to type in 131 addresses? Thanks for responding.

  • @franklincountyfuneralhome1951
    @franklincountyfuneralhome1951 ปีที่แล้ว +1

    Is it possible to write checks through wave? I still pay a lot of my vendors by check.

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      Great question, there is a payroll feature within waves but you cannot pay checks through the system

  • @franklincountyfuneralhome1951
    @franklincountyfuneralhome1951 ปีที่แล้ว +1

    Another issue I have just come up with. I assume you apply payments against an invoice when your customers pay. That creates an entry into the transactions. When the bank transaction comes in, now you have doubled the income. How do you correct this?

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      Great question, within the portal where you can view all outstanding invoices there's a drop down menu for each invoice where you can close them out. If you select cash on hand as the form of payment that should solve your problem

  • @yt87pam
    @yt87pam ปีที่แล้ว +1

    Can I make an invoice and NOT send to customer? Eg maybe have their business email as mine? I just want the billing and tracking provided by the software.

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      That's a great question, yes you can use your email as theirs. You can also approve invoices without sending them and they sit within your inbox as "drafts" but for reporting and revenue purposes I'd send the invoice to a "test email" to track it

  • @DANGUIRUBIN
    @DANGUIRUBIN ปีที่แล้ว +1

    Been using it for over a year....I only wish there was a way to edit miswritten client's names

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว +1

      You can, you need to go back to the invoice click edit invoice then "edit (clients name)" you can edit all the info there

    • @DANGUIRUBIN
      @DANGUIRUBIN ปีที่แล้ว +1

      @@Wouldwoodwork i will try that,but remember,one is customer info and the other is client's info

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว +1

      @@DANGUIRUBIN that is very true, but within the system. Our customer is our client

  • @Forgiveme87
    @Forgiveme87 8 หลายเดือนก่อน

    How to add your logo?

  • @PlethoraFashions
    @PlethoraFashions ปีที่แล้ว +5

    Great video, very professional and detailed. Thank you

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      No problem! I'm glad you enjoyed it!

  • @YOURP0P
    @YOURP0P ปีที่แล้ว +2

    Epic sneeze.

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว +1

      Bruhhh ☠️☠️😂😂🥲

  • @calcustechnologies689
    @calcustechnologies689 ปีที่แล้ว +1

    how can I close the financial year

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      That's a good question I'd hate to mislead you on. You should speak to an accountant or CPA about that

  • @adamking238
    @adamking238 ปีที่แล้ว +1

    Is there a way to get your email signature in the invoice email? Or am I better off downloading as pdf and sending my own? Lol

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      thats a great question, I haven't explored that option but you may be better off exporting the invoice as a PDF and sending it via gmail with your signature attached. I look into this and if I find a way I'll make a follow up video on it

  • @TerryRGraham
    @TerryRGraham 22 วันที่ผ่านมา

    It doesn't allow the customer to sign estimates or notify you of the event, which is a fatal blow to the app.

  • @davaurismorgan5745
    @davaurismorgan5745 ปีที่แล้ว +1

    Can you add a tip line?

    • @Wouldwoodwork
      @Wouldwoodwork  ปีที่แล้ว

      That's a good question, I haven't done so on my invoices but I'll check the settings for you to see if that can be done.

  • @petergogna1768
    @petergogna1768 ปีที่แล้ว

    Looking for a good Business Software - As a Sales rep for various customers and vendors/ How to control sales commissions and Bonus

  • @ESW47
    @ESW47 หลายเดือนก่อน

    dude we did not need to hear you sneezing into the microphone

  • @BrettDean-zx2eh
    @BrettDean-zx2eh 4 หลายเดือนก่อน

    WAVE Customer Service absolutely SUCKS

  • @jacksuckatgeography
    @jacksuckatgeography 10 หลายเดือนก่อน +1

    I have 2 Question about it :-
    1. Can I use it in India and add my bank account.
    2. Does it support money coming from other countries.

    • @Wouldwoodwork
      @Wouldwoodwork  9 หลายเดือนก่อน

      I believe you have access to the app in India to send invoice but you will have to try to link your bank account to the application. if not you can only use the invoicing portion.
      yes you have the ability to accept payments from other countries