Insert “1” if you want the specific customer to receive email confirmations for new orders with a. Otherwise, leave blankĮnter “1” to allow email notifications for this customer. You can activate or deactive this through the “Email Settings” tab on the “Editing customer” page in your Admin Dashboard) Type “1” to turn off ordering for the specific customer. Insert the customer’s secondary invoicing address information (e.g., floor number)Įnter the customer’s invoicing address cityĪdd the customer’s invoicing address province or state, if applicableĪdd the customer’s invoicing address countryĮnter the customer’s invoicing address zip/postal code Otherwise, leave blankĪdd the customer’s main invoicing address Insert secondary address information (e.g., floor number)įill in the customer’s company province or state, if applicableĮnter “1” if the customer’s company primary address is the same as the company's invoice address. Type the customer’s main address information When filling in the file, remember to separate each name with a semicolon ( ) Type the name(s) of the sales reps assigned to this company. Type the Sales Sales Τax/VAT group the customer belongs toĮnter the price list name assigned to this customer(e.g., Basic Price List)įill in the customer’s reference code, if applicable. Type the customer’s primary email addressĮnter the customer’s secondary contact numberĮnter a short description of the customer’s activity (e.g., Retailer, Supplier) Receivable Summary report gives you a summary of all the amounts you have received or yet to receive from your customer while Receivable Details report gives you a detailed view into the transactions.Ĭontext: This report gives you details about all the unpaid and overdue invoices for the last 30, 60, and 90+ days.Fill in the customer’s primary contact name You can create the products and services you sell or buy in this module.Ĭontext: In Wave, Price is used when you are creating a product or service to denote the selling price and the purchase price.Ĭontext: When you create an item in Zoho Books, you can enter different prices for selling the item and purchasing the item.Ĭontext: When you create an invoice in Wave, you will find Notes / Terms at the bottom to enter any note or terms for your customer.Ĭontext: Similarly, when you create an invoice in Zoho Books, you will find two separate text boxes for Customer Notes and Terms & Conditions to enter any note or terms to be displayed to customers.Ĭontext: Receipts module is available under the Purchases module in Wave where you can upload your expense receipts and create transactions.Ĭontext: Similarly, Expenses is available under the Purchases tab in Zoho Books using which you can create expenses and attach receipts to them.Ĭontext: In Wave, you will find this report under the Reports module and it gives you the details about all the income you’ve received from your customers.Ĭontext: In Zoho Books, there are two reports equivalent to the Income by Customer report. Terms Used in WaveĬontext: Wave refers to your account as a business and you can create multiple businesses in Wave to manage different businesses.Ĭontext: Zoho Books refers to your Zoho Books account as an organization and you can create multiple organizations to manage different businesses.Ĭontext: In Wave, Products & Services are used in the sidebar under Sales and Purchases tabs where you can create the products and services you sell and buy.Ĭontext: In Zoho Books, Items is used instead of Products & Services and it is available in the sidebar as a module. While most of the terms used in Wave and Zoho Books are the same, there are a few terms in Zoho Books that are different from Wave and they are listed below for your reference. If you’re a Wave customer from outside the US and Canada, Wave would have redirected to a Zoho Books landing page from where you can sign up for Zoho Books.īefore you can start migrating your data to your Zoho Books organization, it’s useful to familiarize yourself with the differences in terms used in Wave and Zoho Books. Export and import customers, vendors, products, services, bills, invoices, and receipts.Method 2: Follow this method if you want to migrate most of your data from Wave to Zoho Books. Export and import customers, vendors, and products.Method 1: Follow this method if you don’t want to have old transactions in Zoho Books. Depending on your business needs, there are two ways in which you can migrate to Zoho Books: In this guide, we want to help you migrate from Wave to Zoho Books without a hitch. Zoho Books is an easy-to-use accounting app that will help you manage your everyday business finance needs efficiently. Export data and import it into Zoho Books.Record Transactions For Customers/Vendors.
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