Waveapps Feature Update : Video 4 - Updating your Waveapps Account - relevant to current Wave users скачать в хорошем качестве

Waveapps Feature Update : Video 4 - Updating your Waveapps Account - relevant to current Wave users

This video offers a detailed overview of how to clean up your existing services list and create new Service offerings in Waveapps - for subscribers who started invoicing via VOICEOVERVIEW prior to October 2022. Step 1: Navigate to Waveapps. Click on Sales and Payments in the left navigation column. Then, at the bottom of the Sales and Payments list, click on Products and Services. Step 2: Create a service offering. If you haven’t created any services yet, you’ll want to create at least one. I’d recommend creating “Voiceover Recording” as your first service offering. This will be enough to get you started and allow you to clean up your account. a. Click on the “Add a product or service” button in the upper right hand corner. b. Type the name of the service in the Name field. Leave the Description field blank. This is where your Job Title from VOV will be populated in your invoices. c. Leave the price blank (set to zero) - this will also be populated from your VOV job. d. Check the “Sell this” box. e. And, save! Step 3: Clean up your Paid invoices. Under Sales and payments, navigate to “Invoices” Then, just above your invoice column headers, select “All Invoices” and Status “Paid” Starting with the invoice at the top of the list, click on the “Option” arrow in the “Action” column at the far right of the invoice line. Choose “Edit” Click on Add Item. Select “Voiceover Recording” Copy the job title from the line above and paste it into the Description field. Add the price - you’ll see it in the line above. Now, delete the line above. And, save. For an invoice with 1 line item, it takes less than a minute. Continue down the list, until you’ve done all of your invoices. Step 4: Clean up your old job titles from Service Offerings Starting at the bottom, just click the trash can icon for each item that represents an old job title. We start from teh bottom because their “success” pop ups quickly cover the upper rows and it’s annoying. If you happen upon a job title that is still in use on an invoice, no worries. There’s a link to that invoice in the warning box. Click that. Edit the invoice like we did earlier. Save it. And, navigate back to your list. Delete it. And move on!