Wave Accounting
Understand the supported connection and accounting steps.
Explore wave accountingWORKFLOW
Turn the finished visit into clear paperwork.
Create quotes and invoices around the job record, with service lines, saved tax treatment, payment options and connected accounting workflows.
Android on Google Play. iPhone and iPad access through TestFlight.
Keep the document tied to the work.
Use the job and customer details instead of typing the same information into unrelated tools. Review service lines, totals, taxes and the billing contact before sending.
Track the next step.
A quote decision, invoice delivery, recorded payment and accounting sync each have their own status. Keep those steps visible, and use Pending Documents when the job is finished but the document still needs to be created.
Connect the workflow.
Explore the integration and pricing details before choosing your setup.
QuickBooks Online
See company setup and supported workflows.
Explore quickbooks onlinePricing
Review the published plans, trial and referral program.
Explore pricingA repair invoice, from the same job record.
For a repair visit, review the customer and billing contact, describe the work, then add the service and any parts you are charging for. Check each line’s tax setting and the document total before sending. A saved job expense records your cost; review the invoice separately to decide what the customer is being charged.
Send it, then follow the payment.
Preview the invoice before sharing it by email or text. If you offer card payments, connect Square and select the payment option for that invoice. You can also record a payment received another way, such as an e-transfer. The payment record and the accounting sync status let you check what has been recorded and what still needs attention.
What if the customer has not paid?
Use the invoice list to review sent, overdue and paid documents. Open the invoice to check its amount due and payment history before following up. Keep that follow-up attached to the right customer and job, rather than starting a second invoice for the same visit.
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Keep the work moving.
Choose the workflow that fits your business, then try it with your own working day.