An invoice is a document used to request a payment from your customer after your business has provided them with a product or service. Invoices keep track of payments and money owed to the business.
Create an invoice in your web browser
Create an invoice in the mobile app
Create an invoice in your web browser
To access your invoices, in the left-side menu, click Sales & Payments > Invoices.
If you are creating your first invoice, you are prompted to create a template. You can make changes or customize your invoice template later.
To create an invoice:
- Open the Invoices page.
- At the top right, click Create an invoice.
- Invoice numbers are automatically generated in number order. You can edit this and enter any number as long as it has not been used for another invoice.
- Click Add a customer. Select from the list, or click Create a new customer at the bottom of the drop-down menu.
- Choose an invoice date, payment due date, and a P.O. or S.O. number if applicable.
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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.
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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.
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Enter the quantity and price for each item. If you’ve set a price for the item earlier, Wave will autofill the price.
Changes made to the item while creating an invoice won't affect the item's default settings.
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Select a tax from the Tax dropdown menu, or click Create new tax.
Taxes only apply to the item they are added to. It's not possible to add a tax to the entire invoice.
- Add notes or terms of service under Notes / Terms at the bottom of the invoice.
- Add or edit the footer information by expanding the Footer section at the bottom of the page.
- To add a discount, click Add a discount below the subtotal field.
- If the invoice is in a different currency than the customer’s default, click Currency and select the desired currency.
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With a Pro Plan subscription, you can add tags to the invoice. To add a tag, find the tag using the tag search bar and select it from the drop-down menu. Learn how to create a tag.
Tags are only visible on your version of the invoice, so your customers won't see them.
- With a Pro Plan subscription, you can add attachments to invoices.
- 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. Wave does not automatically save invoices.
To edit the invoice, click Edit draft. To finalize and create the invoice, click Approve draft.
Create an invoice in the Wave mobile app
- On the bottom menu, tap Sales > Invoices.
- At the top right, tap the + icon.
- 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.
- Tap each section to edit the details of the invoice; adding a customer, payment due and invoice dates, and currency.
- Tap Add items to add a product or service to the invoice. To create a new item, tap the + in the top right corner, then fill in the details and tap Add new item.
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Edit the item's details if needed, then tap Done.
Changes made to the item while creating an invoice won't affect the item's default settings.
- Tap Add discount, if applicable. Select a percentage or a fixed amount, enter the amount, then tap Done.
- Tap Notes and terms to add terms of service or footer notes.
- With a Pro Plan subscription, you can add attachments to invoices.
- Tap Save.
Wave does not automatically save invoices.