Waive Settings
How to pay your monthly Waive subscription by direct debit instead of credit card
If you prefer to pay your monthly Waive subscription fee via direct debit instead of credit card, please follow the below instructions: If your monthly subscription payment fails, you should receive an email informing you of this. You then need to ...
Emailing documents as PDF attachments
If you would like to include the documents that you have sent to the directors as PDF's in the emails you send via Waive, simply enable the feature via your Settings > Notifications tab in Waive: You can do this for Annual Reviews and any Forms you ...
How to Enable Two-Factor Authentication (2FA)
What is Two-Factor Authentication (2FA)? Two-Factor Authentication (2FA) is an extra layer of security that protects your account from unauthorised access. It requires two steps to log in: Your password (something you know). A one-time code generated ...
How to add a new user into Waive & user roles
If you want to add in a new user into Waive, an administrator or the account owner can do this by going to > Settings > Team > Add Member, as shown below: There are only 3 user roles in Waive: 1. View Only - this role limits the user to viewing ...
Waive Reminder Emails
Waive has 2 sets of reminder emails that go out to your clients: 1 - For Annual Reviews 2 - For signing the 484 form (changes) 1 - For Annual Reviews: To check and see the first set of reminder emails, go to your Settings - Notifications tab, and ...
How to connect your Xero Blue to Waive
Connecting your Xero Blue with Waive What does connecting your Xero to Waive do? How to create 'Products' in Xero. How to connect your Xero with Waive FAQ's Summary Video 1. What does connecting your Xero to Waive do? By linking your Xero Blue with ...
Email Templates and selecting a user (email address) to send out your correspondence
You can easily update your email templates - watch the video below to show you how to do this: When sending out email correspondence to your clients via Waive, you can select which user the email comes from based on the email signature selected at ...