![]() To export all your customer information, use Wave Connect. Sign up to our quarterly e-newsletter to keep up-to date with all the latest new from Scottish Water & find out about our campaigns and how we are supporting. ![]() To find out more about the Activity tab, check out this article here! I asked a financial advisor friend of mine before signing up, and she was. Just like the main Invoices page under the Sales & Payments tab, you can access different invoice functions by clicking into the invoice or by selecting the drop-down menu on the right side of the invoice. Review of Wave Accounting Software: system overview, features, price and cost. Because it's intended to mimic the main Invoices page, you have all of the same functionality to approve, send, record payment, generate reminders and gain additional insights for a specific customer. The Invoices tab displays all invoices that you have associated with your customer without having to navigate away to your main Invoices page and filter for their details. By using Wave, creating, or accessing your Wave account, including by signing in with a third-party service or partner (such as Google, Yahoo, ADP or RBC), or by otherwise using the Services we offer, you are agreeing to be bound by the Agreement without any modification or qualification. Saved cards: all of your customers' saved credit cards. ![]() Unpaid invoices: any invoices that have not yet been paid by your customer.Swipe down on the pop-up window to view the list of invoices, then tap on an invoice to view it. Select an invoice status and/or a date range in the pop-up window. Tap Invoices on the bottom menu, then tap Filter. Invoice insights: this covers the total unpaid amount, how much has been paid in the last 12 months and the last item that was sent to your customer. To find invoices that meet certain conditions: Log in to the Wave mobile app.Contact details: information like primary contact details, secondary contact details, shipping address, and internal notes.You can get a quick glimpse into all of the important information surrounding your customer in a single view. We do this by splitting it up into three different sections, Overview, Invoices, and Activity, all of which are built directly into your customer's profile page. Wave’s mobile app is an integrated, on-the-go solution for small business owners, freelancers, consultants, and contractors in the US and Canada. Wave provides you with a single view of customer information so that you can keep track of what's happening with your customer. You can access all of your customer's information including contact details, invoices, and saved credit cards in the Customer Profile section by clicking their name on the Customers page. The Help Centre - and the entire Wave interface - is written in an easy to understand way to help you streamline your time spent on accounting, so that you can spend your days focused on what really matters: running your business.
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