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 770 views 75 comments Most recent by hernameislulu July 22, 2021 8:15PM
  • 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 317 views 19 comments Most recent by Thirdeyestar June 1, 2021 8:45PM
  • I have a client that is paying a recurring invoice by credit card. He would like to do it by ACH. I know I can switch to manual payment then he could use the bank routing and account numbers to do ACH, but will he be able to set this up so it will be paid automatically like the credit card does now?
    petes 298 views 6 comments Most recent by sean_d September 16, 2021 5:50PM
  • It would be very helpful to have tags (customizable labels) to let us track transactions (invoices, expenses, and bills). Also, would be important to group tags together and run reports to see how specific areas of our business are doing. This is an easy way for our team to track the info that matters most.
    Lisie 5 views 1 comment Most recent by ohmandrews September 7, 2021 5:53PM
  • Hi, I've just moved over to Wave from Zoho, great product, nice and simple, but can't see a way to have bills/outgoings set-up on a recurring schedule. Items such as web hosting, rent, internet costs, etc., are the same each month. Right now it looks as is I need to manually create the same bills each time. Is there any way to automate this? Is i…
    adam_akson 29 views 3 comments Most recent by pcastleberg September 6, 2021 12:45PM
  • I know this has been discussed previously and seems it is a highly requested and indeed necessary feature. I need to invoice for (or at least issue a receipt) and account for tenant security deposits at the start of their lease and currently it is only possible to add invoices to an income account, which it is not. It is a short term liability. I …
    Headroom 323 views 2 comments Most recent by ack1128 September 4, 2021 2:21PM
  • Hello! I just have a few specific requirements for my invoices. It's mainly for vehicle sales that I need the invoices for and it needs certain extra fields but not as line items. I must be able to add certain fields on the invoice and want to find out whether it would be possible to do so? The fields are as follows: Vehicle Details Make Model …
    Jenix 521 views 2 comments Most recent by LovesWine September 3, 2021 5:23PM
  • As it is, the invoices are listed by these fixed fields: "Status, Due, Date, Number Customer, Unpaid by customer, Amount due, Actions" and there is no convenient way of choosing the correct invoice or getting a good birds-eye picture if you have a customer with multiple invoices. My Invoices page looks like this: .. I would…
    AffordableFix 4 views 0 comments Started by AffordableFix August 29, 2021 12:09AM
  • I am sure this discussion has been brought up many times but there still seems to be no solutions made by Wave. Having a business pay you an initial payment to get your services is the normal. There needs to be an option when invoicing to have a format setup to send the client the initial startup costs for your services. I feel like this is somewh…
    DannyBoy 5 views 0 comments Started by DannyBoy August 27, 2021 8:26PM
  • 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 1.1K views 27 comments Most recent by fkondrashov August 27, 2021 4:04PM
  • I would like the ability to somehow "relate" or "link" Expense Transactions to a specific Invoice, so that we could see our profit on that specific service rendered. For example, as a Contractor, if I purchase materials for a Job, and also hire a sub-contractor to perform the labor, then I should be able to "relate" t…
    Hanz 9 views 0 comments Started by Hanz August 27, 2021 3:27PM
  • Is there a way to apply a payment to multiple invoices? Some of our customers aren't required to pay day of and if they get another invoice before they pay then we just get the one payment to cover multiple invoices. The Customer Statement shows the correct balance but previous invoices are still marked unpaid and the details on the Customer State…
    LSalke 1.9K views 17 comments Most recent by vholmes_84 August 24, 2021 1:39AM
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 1.1K views 27 comments Most recent by italianschoolsd August 22, 2021 4:52PM
  • 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 3.8K views 110 comments Most recent by VegterFinancial1 August 19, 2021 4:11PM
  • Currently adding a person to the send list of an invoice acts as a blind carbon copy BCC. I often need to send an invoice to an accounts department but CC the person who liaised with the job. The problem is that one party doesn't know if the other party has also been sent the invoice causing confusion. It's easy to add an other person to send the …
    Wonder 551 views 7 comments Most recent by darwinxci August 16, 2021 8:32AM
  • Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate them
    BWI_ 69 views 11 comments Most recent by MAG2018 August 16, 2021 12:26AM
  • I moved over to Wave after a decade with Harvest. I loved what they did but I wanted it all under one roof. For the most part I am happy with the switch. But I miss the ability for a client to actually approve an estimate. This would let me know we are ready to go and it would take the estimate out of the estimate lists and categorize it as "…
    lterenzi 1.8K views 69 comments Most recent by MAG2018 August 16, 2021 12:25AM
  • I would like to edit the template automated message on the receipt template?
    Alida 16 views 2 comments Most recent by 918Scott August 13, 2021 3:32PM
  • I'm sure I'm not the first person to look for this feature, but the ability to add a rule for late fees is incredibly crucial in many business. Something simple like - add 2% as a late fee every month starting 60 days after the invoice was sent. And does Wave not send reminders? every invoicing system I've ever used automatically sends reminders …
    SpeedGeek 5 views 3 comments Most recent by SpeedGeek August 13, 2021 2:19PM
  • Forgive me if this has already been addressed, but we are wanting to add Salesperson permissions with access to only SALES functions. Is there a way to customize their permissions or are we stuck with the 4 default ones? I'm not sure it's logical for a salesperson to have all accounting, buying and financial reporting permissions. Thanks for your…
    cgoodrow 3 views 0 comments Started by cgoodrow August 12, 2021 4:38AM
  • Hi Is it possible to send one invoice to several different email addresses at the same time, via the iPhone app? I have a new customer that requires a copy of all invoices be sent to other departments. Is it possible to set this up within the customer tab, so it happens automatically every time? Thanks. Mark
    MarkSmithR9009 8.6K views 236 comments Most recent by JulianP August 9, 2021 3:47PM
  • 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 11.5K views 163 comments Most recent by smashpop August 9, 2021 1:55AM
  • Hi community. How can I customise my "Invoice Reminders" or "Payment Receipts"? In my case, I want them to be written in German and a few more details. Is there a way to change the default text? Thank you
    Amadeus Hoffmann 1.7K views 49 comments Most recent by Boris27 August 6, 2021 10:41AM
  • Hello, it would be great to get a report on the following items.. * Recurring Invoices (would be nice to see summary of how much is coming in per month and per year) * The payment screen, would be nice to see a total of payments made by bank transfer or credit card and the cost of receiving those payments
    HVTech 26 views 3 comments Most recent by Smashbrando August 5, 2021 9:47PM
  • Many of my customers are paying via bank accounts in other Countries. I would like to be able to manually add their bank account info into their profile so that when I create an invoice for them and click to manually pay via bank transfer, the invoice will be able to auto-fill the bank info that was used for the payment.
    RoundRocks 1 view 0 comments Started by RoundRocks July 26, 2021 1:47PM
  • In the invoice settings, we only have one checkbox to set reminders for 3, 7, and 14 days. If we only want a reminder sent every 7 days, we have to deselect the other option each time we create an invoice. It would be great if we can select the 3, 7, and 14 checkboxes individually in the global settings.
    RoundRocks 1 view 0 comments Started by RoundRocks July 26, 2021 1:36PM
  • I know we can customize the invoice template in settings but sometimes I need to send an English invoice and sometimes a Hebrew one (Right-to-Left). So, what I would like is to be able to create multiple invoice templates (for different languages) and when I need to create an invoice for a customer, I would be able to select which template I want …
    RoundRocks 2 views 0 comments Started by RoundRocks July 26, 2021 1:27PM
  • I want to send invoices to clients that do not have the option of paying online. Just a simple invoice. I have disabled the option of credit card and bank payments but when my clients open their invoices in email the option of paying via credit card or bank payment is still the first thing they see. How can I send my clients a simple invoice tha…
    smithiealum01 4 views 2 comments Most recent by tmc3 July 24, 2021 6:54PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 2.2K views 58 comments Most recent by Crosspress July 14, 2021 1:52AM
  • 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 45 views 6 comments Most recent by PMON July 13, 2021 9:02PM
  • I've deleted this post because I have no interest in helping Wave with good ideas. Wave can suck it after they crapped on all of their European customers. Screw you.
    WaveCanSuckIt 108 views 10 comments Most recent by WaveCanSuckIt July 9, 2021 10:57PM