Create an invoice

Create an invoice in your web browser

Create an invoice in the Wave mobile app

Create an invoice in your web browser

1. On the left-side menu, click Sales & Payments > Invoices.
2. Click Create an invoice.

   If this is your first invoice, you will be prompted to create a template. You can make changes or customize your template later.

3. Invoice numbers are generated sequentially. You can edit this and type in any number as long as it has not been used for another invoice.

4. Click Add a customer. Select from the list, or click Create a new customer at the bottom of the drop-down menu.
5. Choose an invoice date, payment due date, and a P.O. or S.O. number if applicable.

6. To add or edit the invoice title, description, or business information, click Business address and contact details, title, summary, and logo at the top of the page.

   Any changes made here will apply to your business profile and affect all past invoices.

7. Click Add an item. Select from the menu or to add a new item, click Create an item, then enter the name and description.

   By default, items created through the invoice are linked to the Sales income account. To select a different account, click Edit income account and choose from the available list.

8. Enter the quantity and price for each item. If you’ve set a price for the item earlier, Wave will autofill the price.
9. If applicable, select a tax. You can also create a new sales tax from the invoice.
10. Add notes or terms of service under Notes / Terms at the bottom of the invoice.
11. Add or edit the footer information by expanding the Footer section at the bottom of the page.
12. To add a discount, click Add a discount below the subtotal field. 
13. If the invoice is in a different currency than the customer’s default, click Currency and select the desired currency.
14. With a Pro Plan subscription, you can add attachments to invoices.

15. Click Save and continue.

This saves the invoice as a draft, and no changes will be made to your accounting until the invoice is approved. To edit the draft later, click Edit draft. To finalize and create the invoice, click Approve draft.

Create an invoice in the Wave mobile app

1. On the bottom menu, tap Sales > Invoices.
2. Tap the Draft section at the top to change the invoice title and invoice number, or add a P.O./S.O. and summary. Tap Done to save any changes.
3. Tap each section to edit the details of the invoice; adding a customer, payment due and invoice dates, and currency.

4. Tap Add items to add a product or service to the invoice. You can edit the details if needed, then tap Done.

   To create a new item, tap the + in the top right corner, then fill in the details and tap Add new item.

5. Tap Add discount, if applicable. Select a percentage or a fixed amount, enter the amount, then tap Done.
6. Tap Notes and terms to add terms of service or footer notes.
7. With a Pro Plan subscription, you can add attachments to invoices.
8. Tap Save.