Sales & Invoicing Feature Ideas

 

Discussion List

  • 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 946 views 81 comments Most recent by seanvo April 16, 2022 6:16PM
  • 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 373 views 20 comments Most recent by AdamNitro November 26, 2021 10:46PM
  • I am in the process of hiring an employee and I don't have my employee to see any other features of waveapps. All I want is for the employee to be able to generate invoices for customers and record payments. Is it possible?
    gill200s 576 views 32 comments Most recent by tyhoppy May 19, 2022 3:52PM
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 1.4K views 31 comments Most recent by calvinhansoncreative May 6, 2022 4:57PM
  • I know this feature has been requested multiple times, but in my research I noticed that receipts can be uploaded and attached to bills/transactions. Would it be possible to associate specific purchases/bills with estimates or invoices so the existing attachment could be cross-linked to the invoice? I helped a friend of mine who has a handyman bus…
    Lshwarts 6 views 0 comments Started by Lshwarts May 5, 2022 3:02AM
  • Hi, Feature request: allow the upload and storage of the IRS form W9 when creating an Invoice. In my industry a W9 is always required along with the Invoice. When sending an invoice in Wave, if there was a way to include a W9 with an Invoice it would make it much easier to use the invoicing features in Wave and not have to download a PDF invoic…
    TLCINC_18 891 views 8 comments Most recent by ApexPresentations May 3, 2022 6:19PM
  • Hello Everyone, First of all THANKS for stopping by and helping on this .I would like to know how to charge customer when they pay by credit card instead of paying from my own pocket.Because this way Wave is expensive ,it is costing me so much now.I moved from Desktop Quickbooks Version to Wave and now whenever i send invoice and customer pick opt…
    babalucha 18 views 5 comments Most recent by babalucha May 3, 2022 3:25AM
  • gengen
    Hello, Can we please have the option to customize the invoice reminder emails in the same way we can customize the invoices? Thank you.
    gen 279 views 9 comments Most recent by consultmbr May 2, 2022 6:59PM
  • It would be nice if there was a setting that would enable a convenience fee to be added to all invoices that have Credit Card Payments enabled. Ideally, this would use a formula like this: ({Invoice Total}/.971)+$0.60 or if you want to cover Amex too, ({Invoice Total}/.966)+$0.60. Doesn't seem like rocket science to me since invoices are already …
    skeggsjp 7 views 0 comments Started by skeggsjp April 29, 2022 1:59PM
  • 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 4.8K views 118 comments Most recent by NDLLC April 27, 2022 4:35PM
  • Many companies request I send invoices to more than one email address, but I can only enter one for each customer. It would be nice to have the ability to add more email addresses
    daveeverett 7 views 2 comments Most recent by daveeverett April 25, 2022 5:02AM
  • When you go to customers>select a customer and view their invoice history, the "invoice date" column is showing the DUE DATE. This is a bug. It should either be renamed to "Due Date" or make it actually display the invoice date. Wave -do not attempt to justify this or ask "how this will benefit your business" - it'…
    icedroit 11 views 1 comment Most recent by _Derek_ April 25, 2022 2:25AM
  • I realize this feature wouldn't (on the surface) generate any additional income for Wave, but there have been multiple requests, and I'm sure folks would be willing to pay a little bit for this feature, rather than move to another platform. I love that Wave is incredibly easy to use, and I know it would be a draw to far more people if it had this …
    hickorysmoke 348 views 17 comments Most recent by _Derek_ April 25, 2022 2:24AM
  • Can there be a way to "hide" products and services that are no longer used from the list that appears when you Add an Item to an invoice.
    mbolsinga 9 views 2 comments Most recent by _Derek_ April 25, 2022 2:19AM
  • I'm considering moving from freshbooks, and all my customers can login and see their full billing history in freshbooks. Do I lose that feature if I move to Wave?
    corky 643 views 7 comments Most recent by _Derek_ April 25, 2022 2:15AM
  • It would be nice if Wave had the ability to track which states were required to collect tax from (when we need to). Again - really not super complex but if you don't, at least integrate with a company that can help. Another great fee based value-add item.
    _Derek_ 6 views 0 comments Started by _Derek_ April 25, 2022 2:11AM
  • Hello First of all thanks everyone for stopping by and pitching in to help :) I have multiple invoices for the same customer and now customer sent us the cheque to pay all 4 invoices at once.Now i m looking a way to apply that payment (chque) towards those invoices for the customers ,i can't seem to find it.it is not a big deal if i have to do t…
    babalucha 10 views 2 comments Most recent by babalucha April 23, 2022 4:07AM
  • Hi, just wanted to know if I can upload multiple receipts (via the app, email or scanning) to a single payment transaction.
    LamiGujarati 333 views 4 comments Most recent by r3homestaging April 22, 2022 11:33PM
  • I'm trying to add an account to my wave accounting. Its Directions Credit Union. Unfortunately your site only allows for a select few files. What should I do here?
    artbound 11 views 0 comments Started by artbound April 12, 2022 6:23PM
  • Hi: is there a way to create a checkout that can create a recurring payment at the same time ? Or will I have to create checkout and then create recurring payment for this customer ? I am in the subscription box business and I am looking into building my website with wix. Thanks in advance
    Chanel 1.2K views 30 comments Most recent by strannik April 11, 2022 10:51PM
  • As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?
    jason1234 12.8K views 166 comments Most recent by johndiew April 11, 2022 9:25AM
  • I would like a field where I can put in the cost of an item and the markup % to give me my selling price.
    Jacques_Marx73 119 views 5 comments Most recent by chadfair75 April 10, 2022 1:03AM
  • TCGTCG
    One thing that always frustrates me with Wave is that the Estimate section uses a different format to create Estimates when compared to the Invoice creation section. I usually end up just making an Invoice as a draft when I need an estimate, but this isn't ideal. There are two main things that bother me about the Estimates creation section. * Yo…
    TCG 12 views 0 comments Started by TCG April 1, 2022 8:28PM
  • This is very frustrating. Invoices do not have a place to show the customer account number. If I view a customer, it appears in the "More" section but there appears to be no way to add this to the invoices when generated. At least on the recurring billing which is what I use almost exclusively. I've taken to manually adding it behind the…
    kevinfreels 863 views 5 comments Most recent by BennyLaw April 1, 2022 6:44PM
  • 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 2.6K views 83 comments Most recent by KenLager March 20, 2022 9:14PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 2.7K views 59 comments Most recent by wheflin March 17, 2022 12:59PM
  • I use WAVE to manage the finances of multiple businesses. One of them is my wife's business, I would like her to create and send invoices to the customers through WAVE. I have set her up as a user and given her Admin permission level, but the problem is that when the invoices get sent through WAVE, they are sent from my email address since I am …
    pa_mccarthy 9 views 0 comments Started by pa_mccarthy March 9, 2022 12:17PM
  • Hi. I'd like to remove the payment due date from my invoices. Can anyone tell me how to do this please? Many thanks.
    Handyann 416 views 13 comments Most recent by SlartiB February 27, 2022 4:22AM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 964 views 56 comments Most recent by ourbusinessmatters February 22, 2022 8:48PM
  • 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 427 views 20 comments Most recent by ourbusinessmatters February 22, 2022 8:47PM
  • how do I add column to invoice template
    Brain_123 1.9K views 74 comments Most recent by Hammerpi February 20, 2022 5:07PM