#Wave invoicing login how to#
#Wave invoicing login pdf#
#Wave invoicing login software#

They can access these by clicking the bell icon on the Sales Rep panel. In addition, sales reps will receive platform notifications when you or a customer sends a message about the order.

NOTE: Sales reps will not receive any other order updates unless you choose to enable other email notifications for them. To enable email notifications, go to Sales Rep on your Admin Panel, then click on the sales rep you want to do this for, then on the “Editing Sales Rep” page that opens, check the “Enable email notifications” option. Sales reps can receive email notifications when: (a) a customer assigned to them places a new order, (b) when you generate an invoice for an order, and (c) when a customer or you send a message regarding an order through the “Messages” section of an order.

Then, on the “Editing Sales Rep” page, check the “Allow to generate PDF catalog” box. NOTE: If sales reps cannot see the PDF Catalog menu in their dashboard, you need to log in to your Admin Dashboard, go to the Sales Rep menu, and select a sales rep to edit. Sales reps can create a PDF catalog for different product categories and price lists and then distribute it to the customers they manage through the PDF Catalog menu. Generating PDF Catalogs through the Sales Rep Portal Sales reps can place orders on behalf of customers by going to the Customers menu, selecting a customer, and clicking “Connect as customer.” By doing so, sales reps can access the customer’s storefront and place orders in their stead. Placing Orders through the Sales Rep Portal On the “Editing Sales Rep” page, check the “Can impersonate customer” box. NOTE: If sales reps cannot find the “Connect as customer” button, you should log in to your Admin Dashboard, go to the Sales Rep menu, and select a sales rep to edit.

Learn how to add new modules to your Skynova account. They can also place orders on behalf of a customer assigned to them by clicking “Connect as customer.” Use your Wave Visa Business Debit Card and virtual card anytime, anywhere. Enter your primary email address Your primary email address can be the email you originally used to sign up for Wave, or the email where you receive Wave email notifications. Sales reps can create new customers and place orders on their behalf through the Customers menu. Managing Customers through the Sales Rep Portal They can also export orders by clicking on “Export.” Through the Orders menu, sales reps can filter orders based on date, delivery date, or status. We’re serious about security Bank data connections are read-only and use 256-bit encryption. Managing Orders through the Sales Rep Portal Wave’s smart dashboard organizes your income, expenses, payments, and invoices. Once sales reps log in to your B2B eCommerce platform, they can see all orders their assigned customers have placed. Sales reps can log in to your online B2B portal using the URL to your login page and click “Sales Rep Login.” Let’s look at the key functionalities of the Sales Rep portal. Also, sales reps can manage orders and discounts for their assigned customers, add new customers or invite them by email, generate PDF catalogs, and much more. Once you have initiated your payment, you will be able to login to Convera or Flywire at any time to track the progress of your payment.Through the Sales Rep portal, sales representatives can log in to your B2B Wave eCommerce platform as the customers assigned to them and place orders on their behalf. With Convera or Flywire, you are assured the best foreign exchange rate, allowing you to pay in your home currency (in most cases) and save a significant amount of money, as compared to traditional international wires. In an effort to streamline the tuition payment process for our international students, Western Washington University accepts international payments thru Convera, Flywire, and TransferMate. Login to Western Account login Paying with International Funds bank account, credit card, or wire transfer using Convera).

It has all the features required to generate invoices and Freelancers.

To make a payment enter the amount you wish to pay, and select the method of payment (bank transfer from a U.S. Wave Invoicing is one of the best user-friendly cloud invoicing software I used. To access your Western Account Online, you must first log into MyWestern, then select Web4U / Student / Student Records / Western Account Online.

#Wave invoicing login pdf#

#Wave invoicing login how to#

#Wave invoicing login software#