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 324 views 20 comments Most recent by AdamNitro November 26, 2021 10:46PM
  • 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 798 views 76 comments Most recent by shanandco November 1, 2021 4:06PM
  • 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 5 views 1 comment Most recent by PearlPoolsLLC December 7, 2021 1:22AM
  • 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 4.1K views 114 comments Most recent by Dadhami December 5, 2021 12:01AM
  • 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 398 views 18 comments Most recent by Lukigi December 4, 2021 7:34PM
  • 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 7.2K views 147 comments Most recent by NMN December 3, 2021 11:16PM
  • Hello, I used to be able to capture a credit note in my bills. I created an item called "credit note" which I posted into my "other current assets". After payment, I used to have an option called "Refund received for a bill in Wave" when matching invoices. Has this been eliminated? What is now the work around for a su…
    Martiniz2701 4 views 0 comments Started by Martiniz2701 December 2, 2021 3:05AM
  • Hi! Don't know if this has been requested yet, but I think it would be really useful if there was a feature or integration with something like Toggl that could track my time on a client project and then send that time to an invoice on projects that I charge hourly for.
    AmeliaO 30 views 3 comments Most recent by brownja November 30, 2021 12:52AM
  • Can each businesses default email be declared in each businesses' profile so that the user doesn't have to select the default email for the whole Wave account? I'd prefer for separate businesses to have their emails declared here so that when emails are sent out you're confident that they are being delivered using each businesses own email address.
    Gordon 131 views 11 comments Most recent by Jacob_Davis November 29, 2021 3:34PM
  • It would save time and energy not having to select the tax for each product line by line. Each line item could then have its individual button for each tax column heading for individual changes outside the global setting.
    wavesurferjam 11 views 0 comments Started by wavesurferjam November 24, 2021 1:11PM
  • I do not know if this feature exist but it is something that I am sure manu business would enjoy. A lot of times (my business obliged), I produce an invoice that's particularly large, and a customer asks if I can spread the balance due on that invoice across multiple billing periods. To accommodate this customer, I would like to split the invoice…
    JonathanHH 24 views 2 comments Most recent by davidmark November 17, 2021 3:58PM
  • For the last week I've been using the App to search for invoices by customer name. Why does the 'best match' not show up first in the filtered list as I type the customer's name. Instead the list shows every customer with any combination of the letters I type. The result is a longer list that I have to scroll though to find the correct match. …
    JalaQ 5 views 0 comments Started by JalaQ November 17, 2021 1:58PM
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 1.2K views 28 comments Most recent by TransparentMastering November 12, 2021 11:33PM
  • 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 4 comments Most recent by KLS_Mega November 12, 2021 6:13PM
  • 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_18 609 views 5 comments Most recent by daverabrdx November 11, 2021 8:59PM
  • MNEMNE
    Hi there. I'm new to Wave. I provide legal services to clients (am an attorney), and often need to submit filing fees to government offices, for which I bill the client. How do I accurately record these payments on invoices, so they don't show up as payments to me?
    MNE 8 views 6 comments Most recent by MNE November 11, 2021 4:19PM
  • I have not found an allocation for discount option. can this be incorporated? especially once a client has paid you in cash and they are short the invoice amount by some change?
    akchamia_001 458 views 10 comments Most recent by 1n_Style_Blind5 November 11, 2021 12:20PM
  • 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_ 78 views 13 comments Most recent by Trava November 10, 2021 7:33PM
  • Hi, just wanted to know if I can upload multiple receipts (via the app, email or scanning) to a single payment transaction.
    LamiGujarati 247 views 2 comments Most recent by Andy53 November 7, 2021 1:41PM
  • 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 523 views 8 comments Most recent by J_F November 5, 2021 7:01PM
  • Preferably, I would like the ability to effective date different types of transactions - like a Customer row. We are a small Homeowners Association and so we typically know when a house is sold and who the new owners will be...etc. So it would be nice to go into Wave and provide an effective date for when the old owner is no longer "effecti…
    GrantWHall 41 views 4 comments Most recent by APOATreasurer November 3, 2021 7:04PM
  • 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 2.4K views 78 comments Most recent by HandHCleaning November 2, 2021 5:31AM
  • Hi, In the list of my products, I have items that I don't sell any more but since I have old invoices in which I have sold the mentioned items, I cannot delete the products. I'm talking about like 30 items that each time I want to add a new line to my invoice, I have scroll before I can get to the one product I am looking for. Does anyone know if…
    Mehran 1.8K views 79 comments Most recent by run_the_Race October 27, 2021 1:38PM
  • Is it possible for waveapps to create a client portal, so they can be able to download their own invoices, a statement and see their overdue invoices, partial payments? They would really reduce accounting admin.
    Given_XBS 333 views 8 comments Most recent by RoninBuildersLLC October 25, 2021 3:15PM
  • Hi , Whats the quick way of deleting multiple customers at once ?
    Yking 295 views 6 comments Most recent by SpeedGeek October 23, 2021 4:39PM
  • Please add ability to have both time and quantity based service and product rates
    LAYERc 5 views 3 comments Most recent by LAYERc October 22, 2021 7:11PM
  • 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 62 views 3 comments Most recent by Mr_123 October 21, 2021 1:39PM
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    flatbelly577 6 views 0 comments Started by flatbelly577 October 19, 2021 10:45AM
  • Is there a way to save payment terms by Vendor. For example, I have two Vendors (say Vendor A and Vendor B) that we invoice. Vendor A's payment terms are 30 days but Vendor B's payment terms is 45 days. I can set a default for payment terms for invoicing (say 30 days) however I have to go in and manually change the payment terms for invoices sent …
    skardamaplefarms 25 views 3 comments Most recent by HelpIfICan October 18, 2021 8:05AM
  • I would like to have the ability to segment customers. Some customer accounts go "inactive" but you may not want to delete them. Another use case would be grouping active customers. I think this may be handled with something like tags. This allows Wave to be somewhat sector-proof. Any business can customize Wave to fit their needs. Eith…
    teewreh 4 views 1 comment Most recent by HelpIfICan October 18, 2021 5:41AM