Sales & Invoicing Feature Ideas

 

Discussion List

  • Most financial institutions take 5-7 business days to process bank payments (EFT) and we know you deserve better. So we set out to cut processing times in half. We know that getting your money faster matters. (Image) How does it work? We're working hard to speed up our processes for bank payments. We've achieved 80% of all bank payments proces…
    Charlotte Announcement 62 views 2 comments Most recent by AmandaK August 15, 2019 8:36PM
  • 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 13 views 2 comments Most recent by Hawp October 22, 2019 9:38PM
  • AceAce
    Does Wave support this service? If not I think it would be very beneficial to businesses like my own. Please take this kind of form generation into consideration in the future. My business is growing and I have clients requesting proposals in this format. What are other Wavers using to generate P.O. documents? I would greatly appreciate some gui…
    Ace 8 views 1 comment Most recent by ConnorM October 22, 2019 9:19PM
  • Hello, Just starting out with Wave and love the system so far. I'm in no way a professional accountant and I've tried to set up my Chart of Accounts with the best of my knowledge. I'm confident that I have establish the basics so far. My question would be, is there a way to add a "Customer Prepayment" item into the Invoice and have it …
    bkcchung Closed 13 views 4 comments Most recent by AlexL October 22, 2019 8:50PM
  • Is there a way that you can add a slot for the deposit amount on the invoice after total?
    ASPS Closed 1.3K views 86 comments Most recent by AlexL October 22, 2019 8:48PM
  • Hi, When I send my invoice to a customer, I want to include the hyperlink to the payment page in the Notes section. I want to make it an active link so that the customer can click straight from the link in the invoice (and not have to copy and paste the link into a browser). Is this possible?
    CCNg 240 views 6 comments Most recent by Kevin619 October 22, 2019 8:11PM
  • Hi to All. Is it possible to reflect an outstanding amount due (outstanding balance) from a past invoice in a new invoice for a same customer, so he will pay for an outstanding amount as well ?
    Orkhan 2 views 0 comments Started by Orkhan October 22, 2019 12:31PM
  • It would really help me out if there was a way to upload documents to an invoice. I would like to be able to upload my customer PO's to the invoices for tracking and even the ability to upload my customers payment confirmations as well. Is this something that may be possible and I'm just missing it?
    jmunson 5 views 2 comments Most recent by jmunson October 22, 2019 12:34AM
  • I've used Wave Connect successfully, and would like to now update existing items in Products & Services. Currently, an attempt to re-upload existing product names with new details or prices results in "duplicate item(s) will be skipped" message. Is there a method, tag, or data format that will allow the update of existing entries us…
    jetthrusteramerica 2 views 4 comments Most recent by jetthrusteramerica October 22, 2019 12:06AM
  • SriSri
    Why bills list table not showing due date for each bill. That will be good feature to see due date and highlight in red color if past due like invoice.
    Sri 5 views 3 comments Most recent by ConnorM October 21, 2019 9:28PM
  • 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 5.9K views 83 comments Most recent by AlexL October 21, 2019 2:09PM
  • Hey guys, Idk if this works in wave, and I don't know how to use it, but it would be neat if customer pre-payments, were shown in their statement, that way you would know what they actually owe, without having to check the pre-payment account.
    adriand 6 views 1 comment Most recent by EmmaP October 18, 2019 8:34PM
  • I am trying to figure out if there is any way to generate a packing slip through the app...our company needs to include this..does anyone have suggestions?
    Michellef_22 8 views 0 comments Started by Michellef_22 October 18, 2019 12:40PM
  • Thank you for this great platform and service. I've been using it for about a week and it's way better than Quickbooks. I do have a few suggestions that I believe many service providers can relate to. I own a business performing home inspections as well as residential and commercial maintenance and repair. The commercial side of my business, I rec…
    rbwell 85 views 13 comments Most recent by ConnorM October 17, 2019 2:54PM
  • I'm new to the product and community and was wondering if there are any plans to provide a time sheet/ recording function that translates to an invoice.
    sosstaffnz_42 3 views 1 comment Most recent by AlexL October 17, 2019 2:49PM
  • Good day I am aware this topic has previously been discussed but i would like to find out if the wave team has implemented a bulk invoice printing or downloading method in the wave system as this is really lacking and making the use of wave difficult. If we can get a way to download or print multiple invoices at once wave will be a very efficient…
    Mister_Jinn 22 views 4 comments Most recent by bspilane October 16, 2019 8:15PM
  • 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 22 views 14 comments Most recent by TrishaK October 16, 2019 2:57PM
  • Hi Wave Team, A (hopefully) new customer here! We run a small, but quickly growing services business and send out quotes/invoices daily. In testing out the estimates section, I noticed the line items we're moveable/can't be rearranged. Any chance this might be implemented in the near future? I'm going to be coming over from Freshbooks and the m…
    VivaMediaInc 21 views 14 comments Most recent by JamesGoodnight October 16, 2019 9:55AM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 258 views 27 comments Most recent by flavorgraphics October 15, 2019 11:19PM
  • 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 66 views 25 comments Most recent by AlexL October 15, 2019 8:56PM
  • 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 174 views 7 comments Most recent by ShawnMclean October 15, 2019 8:47PM
  • Hi All, I would really like to have the delivery note feature implemented where by am able to just convert all the data from an invoice and provide it to the client for signing or stamping. A delivery note is very key in our country and its hard to get paid without it. The other feature is an estimate app just the way we have an invoice app wher…
    Kblac 482 views 24 comments Most recent by JordanD October 15, 2019 8:19PM
  • I am new to Wave and I am wondering if there is an option to upload old invoices that were created before using Wave software? If not, it would be nice if there was the option to create your own invoice, upload it to Wave and send reminders, etc. through Wave. This would also allow people the flexibility to create their own invoices how they need …
    roxis2clvr 45 views 9 comments Most recent by JordanD October 15, 2019 7:51PM
  • Hi, I searched before posting but wasn't able to find the answer. I would like to add another payment method to the existing list but I can't seem to find out out to do it: Referring to step 3 on the invoice. Clicking on the "Record a Payment" button brings up a pop-up and under Payment Method I would like a new option. Can anybody hel…
    gjces 498 views 7 comments Most recent by AlexL October 15, 2019 5:56PM
  • 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 2 views 1 comment Most recent by AlexL October 15, 2019 5:36PM
  • I don't know how to add multiple email in customer's account. Space or ";" or "," or how? Please answer me something.
    PyayThein 1.5K views 30 comments Most recent by Yash October 15, 2019 12:00PM
  • I have 2 scenarios where time and again, I've wished I could archive Products and Customers. My business doesn't have many repeat customers (or each customer has a shelf life of about a year at the most where I'm billing them multiple times). After several years, I'm now left with a monstrous list of clients to sort through when looking for conta…
    czyadgrl 184 views 22 comments Most recent by JamieD October 14, 2019 3:02PM
  • 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 4.7K views 109 comments Most recent by BarsinA October 10, 2019 8:13PM
  • 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 3.7K views 64 comments Most recent by BarsinA October 9, 2019 8:22PM
  • Is there a way to view reminders that have been sent to clients? I thought I setup automatic reminders, but I can't remember, and I don't want to manually send a reminder for payment if the client already just received an automatic reminder...
    PackWeb 176 views 15 comments Most recent by Joya October 3, 2019 1:37AM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 543 views 23 comments Most recent by JRL October 1, 2019 10:10AM