Sales & Invoicing Feature Ideas

 

Discussion List

  • We've seen requests to add a deposit feature within our Invoicing platform in Wave. We'd love to hear how, if implemented, you would use this feature and what functionality you'd like to see come along with it.
    AlexL Poll Announcement 228 views 15 comments Most recent by _Derek_ September 18, 2020 5:15AM
  • We've seen a lot of different requests in regards to adding new invoice customization options. Which of the following features would you find the most helpful when running your business? If a feature isn't listed in the poll, feel free to add it in the comments below!
    AlexL Poll Announcement 563 views 60 comments Most recent by _Derek_ September 18, 2020 4:23AM
  • It is clear that every user is interested in a purchase order creation function in Wave. It is a crucial part of business expense tracking for my business. All of these threads keep asking for it. When will Wave add this functionality?
    BlueTiger 252 views 15 comments Most recent by clange September 18, 2020 9:33PM
  • The biggest thing keeping me from converting to Wave for invoicing and payment processing is the inability to allow the customer to add a tip to their invoice. Paypal offers this feature and it is AMAZING for people who invoice for hourly work or services. Any thoughts on this?
    bbizzle 1.5K views 40 comments Most recent by Barsin September 18, 2020 9:27PM
  • I have recently implemented Wave for my membership invoicing. As a result of that experience, I have quite a few observations and suggestions about Wave. Before I list them all - I would like to know if I can put them all into 1 post or should I put each into a separate post
    RobinS 8 views 2 comments Most recent by RobinS September 18, 2020 1:27AM
  • When I connected my bank account I knew from the start that something was off. The balances in all my accounts were nearly a week old. The transactions for the account that I connected did not show up in wave. This is the primary feature that I in wave. I have tried disconnecting and re-adding my bank account several times, no change. It even say…
    Alfred_Madere 3 views 0 comments Started by Alfred_Madere September 18, 2020 1:23AM
  • Can wave checkout be set in a way that client can choose how much they are paying or I can set variable amounts I will accept for payment? Thanks
    wkelley 152 views 9 comments Most recent by Barsin September 17, 2020 9:50PM
  • Please fix sizing issues in estimates in drop-down. This problem doesn't exist when creating an invoice directly. It make it very difficult to find items. (Image)
    _Derek_ 6 views 0 comments Started by _Derek_ September 17, 2020 8:38PM
  • Hello Wave Team. For invoices, it would be awesome to be able to provide a subtotal to the customer after adding up their services and products, before applying taxes or discounts. This helps them see the true value of what they are purchasing, and then they can see the final total after discounts and taxes are applied. Is it possible to add an op…
    BoundarylessJed 22 views 4 comments Most recent by _Derek_ September 17, 2020 8:34PM
  • Hi My problem in this.. I have a business account connected to me waveapp. Every time I make a purchase with my business card which is connected with waveapp it syncs my transactions, great! Now, I want to do is upload my receipt/invoice of purchase to waveapp and attach to the purchase record but when I do that via my app on my phone or on my…
    Famoso 10.4K views 162 comments Most recent by JulianP September 17, 2020 8:09PM
  • I have a schedule of work I know I will be performing for clients along with the estimated costs for my services. None of my invoices will be for the same client, so if I don't need to set up recurring invoices, rather, I want to pre-populate my invoices, and have them go out automatically the day after I have concluded my work at their locations,…
    Daedalus 13 views 1 comment Most recent by Barsin September 17, 2020 7:08PM
  • We are small business and need to collect 20% deposit for high-price rental items ($1500+/week to 10-15K/month). We would like to be able to place a cc hold for some period of time on these items. In the past we done a line item charge on the invoice but WAVE changed us 2.9% on upfront and 2.9% on the return but these charges don't sit well for …
    _Derek_ 4 views 0 comments Started by _Derek_ September 17, 2020 5:31PM
  • Hello Basically I want to record expenses of let's say a yearly hosting plan I bought which I can deduct from my tax as busieness related expense. In waveapps I create a Bill but with the bill I want to attach a PDF invoice from the hosting company, if a tax Audit happens I will provide the original invoice PDF and other related files, would…
    idealdesigns 876 views 28 comments Most recent by _Derek_ September 17, 2020 4:26PM
  • Why is this not on the top of the priority list? I've been asking for YEARS! Come one Wave! It's card to run a service company with recurring invoices due on the first of each month when nothing is there to make that happen.
    trav2001 9 views 4 comments Most recent by Wulf September 17, 2020 2:06PM
  • Most of the time, I need to send an estimate to some of my potential clients, but I don't want to save them as customers in my Customers List. I want to be able to fill out customer information on the Estimate page, on the spot. Is it possible? Or will it be possible? Thank you.
    iamserdar 9 views 3 comments Most recent by iamserdar September 15, 2020 10:25PM
  • It would be wonderful to have a Contracts feature in the Sales section. To be able to send contracts / docs out of digital signature with an attachced Estimate. If nothing else, at least a more robust Estimate interface with ability to attach contracts. Currently exporting as a PDF and sending as email. I can even combine the Wave Estimate PDF wit…
    davidsteindesign 25 views 6 comments Most recent by blackspot September 15, 2020 9:23PM
  • Please allow us to have 1 customer entry (essentially, the business we are invoicing) with the possibility to name different people on each invoice. e.g. I may send many invoices to Acme, Inc., but each time I need to add the name of a different manager at Acme depending on which department I have worked with.
    Virgil 8 views 2 comments Most recent by Barsin September 15, 2020 7:33PM
  • Hi, We facilitate government transactions for our clients. Our invoices contain the actual invoice from the government agency involved and our own invoice. My question is, is there an option to attach (pdf) the government agency invoice together with the invoice that we create for our clients? I do not see any option that lets me attach files dur…
    tgabarca 5.6K views 141 comments Most recent by Barsin September 15, 2020 6:59PM
  • I'm sure this has been asked before but I did not find anything in my search. I have a single client that is made up of several sub corporations, So I bill 20+ companies monthly and send them all to one account receivables person. I have to send a PDF, they don't want multiple emails, a single email with a single PDF with all the invoices. I just …
    TyJohnston 2 views 0 comments Started by TyJohnston September 15, 2020 3:36PM
  • Been looking through the options on wave. However, we are looking at a way to add dates to the data input on charges. We charge clients over consecutive days as they do activities and apart from adding the date manually in the 'description' we don't see any other option. Is there a way of doing this automatically? Is this something that may be …
    Elmohs 76 views 12 comments Most recent by AlexL September 14, 2020 8:48PM
  • Hello, I love wave apps, and I wanted to connect and add my new credit card from Apple! But I noticed that you don't have that implemented yet. Please add asap. Thank you! https://www.apple.com/apple-card/
    oliveoil109 43 views 3 comments Most recent by Barsin September 14, 2020 8:11PM
  • The current invoice status does not have the option for overpaid , can it be made available ? Currently I am trying to find the invoices that are overpaid and in need to go thru the invoice to find it . Appreciate the feedback from wave Thank you
    faridah 6 views 1 comment Most recent by AlexL September 14, 2020 6:43PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 1.4K views 48 comments Most recent by LadyGeek September 14, 2020 1:30PM
  • It would be great if we could pass known variables to a customized invoice template. For example, I have a few folks that I invoice separately for different companies. Rather than just sending with the standard subject line that comes across as something like "Invoice #10 from MY COMPANY", if I could customize that line in the invoice …
    mgallant 270 views 15 comments Most recent by StevePierce September 14, 2020 6:19AM
  • Hello! I've been working with a few companies and trying out Wave as a bit more simplified accounting system since they don't need a lot of detailed information and styling on their invoices. However, we've run into an issue of "this is literally easier to do on paper invoicing" which, to me, should not be a phrase I ever utter. The one…
    NitroTruck 248 views 5 comments Most recent by EricB September 13, 2020 5:49PM
  • Is there any priority given to recurring billing? Any ETA on this feature? I'm currently down to wave and freshbooks in my evaluation. The only thing holding me back from wave is the recurring billing feature.
    ShawnMclean 1.8K views 83 comments Most recent by YNotSG September 12, 2020 7:35PM
  • Do you have a "Leave a Review" option after invoice payment in your future projects pipeline?
    Bright_Solutions82 6 views 1 comment Most recent by Barsin September 10, 2020 7:56PM
  • is there away to may a work order and schedule jobs or is there another program that works with wave to allow this ? i work in a repair field and need to be able to make a work order and schedule work to be done and than go from work order to invoice
    cslade9871 325 views 9 comments Most recent by Carpenterguy September 7, 2020 12:50PM
  • Not sure how to get rid of it , I dont like the recurring invoices so im just going to create new invoicebut can't find where to delete my draft recurring invoice
    noboundariesvi 442 views 4 comments Most recent by RobinS September 4, 2020 1:56PM
  • Where do I find the Etimates on the phone app!!
    StarzUnlimited 7 views 1 comment Most recent by CallieP September 1, 2020 6:09PM