Create and Track Customer Invoices
Wave lets small-business owners create estimates and invoices from a phone instead of waiting to return to a computer. Users can add customers, products or services, and invoice details, then send professional documents and follow whether an invoice is sent, viewed, due, or paid. This keeps the sales cycle accessible while working with clients away from the office.
The Sales area groups Estimates, Invoices, Customers, and Products in one menu, so common records remain close together. Invoice customization can include business branding, while reminders and status updates help users follow outstanding work. For consultants, contractors, and service businesses, the mobile flow reduces the gap between completing a job and requesting payment.
Review Accounting from the Dashboard
The dashboard gives users a quick view of financial activity without opening every individual record. It can surface overdue invoices, invoices due within the next 30 days, profit and loss information, and taxable income, helping owners see which items may need attention. The Accounting area then provides direct access to transactions and receipts for more detailed work.
Users can create income or expense transactions, review business activity, and keep sales information connected with bookkeeping records. Filters and transaction organization make it easier to revisit past entries and prepare cleaner records for reporting or tax work. This combination suits owners who want a compact daily overview as well as a practical place to maintain the underlying numbers.
Capture Receipts and Organize Expenses
Wave can turn a phone camera into a receipt-capture tool for recording business expenses while they are still fresh. Users can scan or upload receipts, let text recognition extract key details, and connect the resulting information with bookkeeping transactions. Capturing documents at the point of purchase helps reduce lost receipts and repetitive data entry later.
The mobile Accounting menu places Receipts beside Transactions, making it easier to move between receipt images and financial records. Receipt images can also be uploaded from the web or forwarded by email, keeping records together across work locations. This workflow is especially useful for freelancers and small teams that travel, buy supplies, or handle expenses outside a fixed office.
Set Up Payments and Business Records
Wave connects invoices with payment options so customers can pay from the documents they receive. Depending on account eligibility and location, businesses can offer credit card, bank payment, or Apple Pay choices, while the app keeps payment activity alongside invoice and accounting information. That connection helps owners spend less time matching a payment to the correct customer record.
Initial setup asks for details such as business category and customer volume, then suggests practical next steps like enabling payments, customizing invoice branding, and importing customer information. The dashboard provides shortcuts for creating records or scanning a receipt. These guided entries make Wave approachable for a new business while still giving established users fast access to recurring finance tasks.
