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. 🙂
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 🙏🏾
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.
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
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?
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
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.
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.
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
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?
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
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.
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.
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.
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?
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.
@@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.)
@@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.
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
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
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?
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
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.
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
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!
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.
![Best Way To DIY Your Accounting Records [Quickbooks vs. Alternatives vs. Xero vs. Spreadsheets]](http://i.ytimg.com/vi/1pLQuiDVyQI/mqdefault.jpg)
![Best Way To DIY Your Accounting Records [Quickbooks vs. Alternatives vs. Xero vs. Spreadsheets]](/img/tr.png)
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. 🙂
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 🙏🏾
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.
GREAT VIDEO AND INFO BRO! PROUD OF YALLS SUCCESS. HOPE YOUR RIBS HEALS SOON. KEEP UP THE GOOD WORK!
Thank you for watching bro! Yes I need that cause it hurts!! 🥴😂
Thanks for the detailed insight, I'm trying to escape the Quickbooks extortion plan and your video helped me a lot.
Wait, what is Quickbooks doing?
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
Great video this took looks pretty decent !
Thank you! Let me know how it works out for you
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?
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
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.
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.
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?
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
Great video. I've watched numerous videos trying to understand Wave and finally, I have some understanding. Thank you...😊
Why am I being forced to onboard with Zoho Books?
Let me look into that for you.
Excellent job!
Thank you!
Outstanding, thank you
No problem!
Thank you 😀
You're welcome 😊
Can you add links for online / app payments like vemno on the free version?
Do you know if the Credit Card fees could be paid by the customer?
Can you do a video on sales tax collected and how it accumulates as a liability on the balance sheet
That's a good one, yeah I'll put out a video on that soon
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?
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
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.
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.
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.
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?
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.
@@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.)
@@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.
@@Wouldwoodwork Thank you so much for the help! Will definitely do :)
Is it possible to write checks through wave? I still pay a lot of my vendors by check.
Great question, there is a payroll feature within waves but you cannot pay checks through the system
Bro that sneeze at 12:36 scared the hell out of me 😂😂
bahahahaha!!
Great video, very professional and detailed. Thank you
No problem! I'm glad you enjoyed it!
good info
Thank you!
how can I close the financial year
That's a good question I'd hate to mislead you on. You should speak to an accountant or CPA about that
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
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
Looking for a good Business Software - As a Sales rep for various customers and vendors/ How to control sales commissions and Bonus
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.
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
Thanks for the awesome video. Can I ask if it’s able to generate delivery order or packing list?
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
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
I use ADP for my payroll system, but let me look into
I love the video. Wonderful information and presentation. Appreciate you man! Gained a subscriber.
Thank you! I'm glad to have you here!
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!
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?
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
Epic sneeze.
Bruhhh ☠️☠️😂😂🥲
wonderful video... i'm leaving quickbooks this month
quality info!
WAVE Customer Service absolutely SUCKS
Thank you Thank you thank you so much brother 🙏
No problem man! I really hope the software works out for you 🙏🏾
Great video! Thank you for posting.
No problem! I'm glad it worked out for you
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.
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
Amazing video, thank you!
No problem!
How to add your logo?
I'd like to see a video on how to post checks to the account and use split transactions on multiple invoices.
I can definitely do that! I'll work on producing some shorter videos on these topics!
great video!
Thank you!
great
Thank you!
No problem!
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!
Been using it for over a year....I only wish there was a way to edit miswritten client's names
You can, you need to go back to the invoice click edit invoice then "edit (clients name)" you can edit all the info there
@@Wouldwoodwork i will try that,but remember,one is customer info and the other is client's info
@@DANGUIRUBIN that is very true, but within the system. Our customer is our client
Can you add a tip line?
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.
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.