Get the missing receipts from your Wave clients with one link
You already keep a list of transactions that still need a receipt. Turn it into one link for your client. They open it on their phone and snap a photo or pick a PDF for each line, or tell you there was no receipt. You download everything as one ZIP, each file named by date, vendor and amount.
A receipt collection and reminder list for bookkeepers on Wave. No sign-up for you or your client. Your first 2 requests are free.
Make a receipt request
1 Your list of transactions
In Wave, open Settings, then Data export, and export your accounting transactions as CSV. The file stays in this page: only the rows you pick below are sent when you make the link.
Date, vendor, amount and a description, in any order. A header row is fine. Tab-separated (what Excel and Sheets copy) and comma-separated text both work.
2 Check the columns
3 Tick the transactions that need a receipt
Wave's export does not say which transactions already have a receipt, so nothing is ticked for you. Tick the ones you still need.
4 Request receipts
We do not send anything for you. Send the link yourself, by email or text. Anyone with the link can see these lines and add files, so send it only to your client. It works until or until you close the request.
Your requests
Your private dashboard link. It opens this list on any device. We keep only a fingerprint of it, so we cannot send it again: bookmark it or keep it in your password manager.
Files are deleted 60 days after you make a request, or as soon as you close it. Download the ZIP first.
How it works
- Make the listUpload Wave's transactions CSV and tick the ones without a receipt, or paste the list you already keep in a spreadsheet.
- Send one linkCopy it, or open it in your email with a short message ready. Your client needs no account and no app.
- Download the receiptsEach line shows Received, No receipt or Missing. Download a ZIP with the files and a manifest.csv, then attach them in Wave.
Why not connect to Wave?
Wave's public API cannot read transactions or receipts, so you export a CSV, which takes 30 seconds. That also means we never ask for your Wave login, and nothing is written into your clients' books.
Pricing
Free
$0
Your first 2 requests, with every feature: uploads, ZIP download and manifest.
Bookkeeper
$12 per month
- Unlimited requests for up to 10 client businesses
- Photos and PDFs up to 15 MB each
- Cancel any time
Your licence key (keep it):
Prices in USD. Local VAT/GST is included or added at checkout by Paddle depending on your country. You get a full refund within 14 days, see the terms.
FAQ
Does it know which transactions are missing a receipt?
No. Wave's export does not say which transactions have a receipt attached, so you tick the ones you need, or paste the list you already keep. The page helps by showing only money going out, in the dates you choose, above the amount you set.
What does my client see?
Only the lines in that request: date, vendor, amount and description, plus your note. No other request, no other client and nothing else from your books. There is no login. The page is made for a phone: one tap opens the camera, another picks a photo or a PDF.
Do you email my client?
No. You copy the link and send it the way you normally talk to that client. "Open in my email" starts a short message in your own email app, which you can change before you send it.
Which files can my client upload?
Photos (JPEG, PNG and HEIC from iPhones) and PDFs, up to 15 MB each and 5 per line. We check the file itself, not only its name. For a line without a receipt, your client taps "No receipt for this one" and can add a short note.
How do I get the files into Wave?
Download the ZIP. Files are named like 2026-11-03 Home Depot 84.20.jpg, and manifest.csv lists every line with its status, your client's note, the file names and where to find the transaction in Wave. Attach each file to its transaction in Wave as you do today.
How long do you keep the files, and who can open them?
Files are deleted 60 days after you make the request, or right away when you close it. They are stored privately on Cloudflare R2 and are never public: they can be downloaded only with your private dashboard link.
What if I lose my dashboard link?
It is also kept in this browser. If you lose both, we cannot open your requests for you, because we store only a fingerprint of the link. Make a new request for the lines you still need; the old one and its files are deleted after 60 days.
What counts as a client business?
Each different client name you make requests for. The Bookkeeper plan covers 10, with as many requests for each as you like. Need more? Email support@atesensoftware.com.
How do I cancel?
Use the link in the receipt email from Paddle, or email support@atesensoftware.com. You keep access to the end of the month you paid for. Within 14 days of a payment you can ask for a full refund.