Switch invoicing from Wave
Keep invoicing and payment-provider choice in your hands.
InvoiceAgent creates and schedules invoices without processing client payments. Add bank instructions or a hosted payment link from your chosen provider. Your bank or provider still controls fees, settlement, and any payment holds.
30 days for new accounts. No credit card required. Uploading never sends an invoice. Existing trial dates stay unchanged.
The review you get before scheduling
Monthly design retainer
Example billing details · USD 1,250.00
- 01Client fields matched to your columns
- 02Currency and line item amounts checked
- 03Repeated rows flagged for review
- 04Sender details and send date chosen by you
- 05Recurring sends and reminders begin disabled
Illustrative preview. Imports stay in your browser tab until you open and schedule an invoice. No automatic competitor sync.
A billing routine with fewer strings attached.
No client-count tiers on Pro
Pro is $24/month or $240/year before promotions. Unlimited invoice scheduling, with no upgrade triggered by adding a client.
Choose how your clients pay
Use bank instructions or your own hosted payment links. InvoiceAgent does not process client payments; your provider's fees and settlement rules still apply.
Keep access to your records
Download CSV or JSON records while signed in, even after automation access ends. Cancel your subscription from Billing; keep your records for your own files.
Promotions and renewal terms are shown at checkout. Compare Pro and the single-invoice Solo option.
Your Wave switching checklist
Step 1
Prepare your CSV
In Wave Business settings, open Data Export. The Accounting download includes a customers file in CSV or XLS format. Use that customers file; if it is XLS, save it as CSV first. Wave says Viewer and Editor roles cannot export data.
Step 2
Map and check your billing details
Map customer names and email addresses, then add the upcoming work and agreed amount. Select the invoice currency explicitly; a customer export does not establish what currency or amount you should charge.
Step 3
Review one invoice and choose delivery
Open a billing draft in the invoice editor. Complete sender and client addresses, check the PDF, and test the email. Stop any matching send in your old tool before scheduling here. Enable recurring sends or reminders only when you are ready.
What stays in Wave
Keep Wave records and any existing payment disputes in Wave. This import does not release held funds, move payroll or accounting, or transfer old payment transactions. Stop matching recurring sends in Wave before scheduling new ones here.
Compare InvoiceAgent and WaveChoose the guide for your current tool.
Switch from FreshBooks
Keep your next client from becoming a pricing decision.
Read the switching steps →Switch from QuickBooks
Move the billing routine you need. Keep the books you rely on.
Read the switching steps →Switch from Xero
Give recurring client invoices a focused place to run.
Read the switching steps →Settle these questions before moving.
Will uploading a CSV send invoices to clients?
No. The CSV is read in your browser and becomes a preview, not saved invoices. Open one billing draft in the editor, complete missing details, preview the PDF, and choose a send time. Saving an invoice to the schedule enables automatic delivery. Recurrence and reminders begin disabled for imported drafts.
Can I import all my old invoices and payment history?
This workflow prepares future invoices from client records or upcoming billing rows. It does not migrate accounting history or historical balances. When a status column is mapped, only draft, pending, and unsent rows are included. Paid and previously sent rows are skipped. Original invoice references group line items; new invoices use InvoiceAgent numbering.
Which CSV fields are supported?
Map client name and email, company, billing address, billing reference, line item description and amount, currency, tax percentage, hosted payment link, notes, and existing status. Amounts are line totals before tax, not rates or historical customer balances. Complete missing details in the editor. Import up to 500 rows and 1 MB at a time.
Does InvoiceAgent collect or hold client payments?
InvoiceAgent does not process client payments. Add bank instructions or a hosted payment link from your chosen provider. That provider still controls processing fees and settlement. Payment links alone do not reconcile payments; record confirmed payments yourself, or use separately configured Wise reconciliation.
Can I export my data after the trial or subscription ends?
Yes. While signed in, download your invoice records as CSV or JSON from the dashboard even after automation access ends. JSON includes line items, payment history, and reminder records. Exports do not include account credentials and cannot be restored automatically as a full accounting backup.
Is there a client limit on Pro?
Pro has no client-count tiers and includes unlimited invoice scheduling. Solo is a different offer: a one-time purchase for one non-recurring invoice. Check current pricing, promotional duration, and renewal terms before buying.
Give one real billing cycle a try.
Use the 30-day pilot to prepare your next retainer invoice. See pilot details and setup help. Keep your original records while you evaluate.