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 304 views 19 comments Most recent by Thirdeyestar June 1, 2021 8:45PM
  • 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 743 views 74 comments Most recent by RebeccaArt May 27, 2021 6:00AM
  • Meet tidl, a simple, intuitive time and expense reporting solution seamlessly integrated into Wave Accounting. * Record your hours and submit directly to Wave as a new invoice and / or export to a spreadsheet for inclusion in status reports. * Record project expenses and submit directly to Wave as a new invoice and / or export to a spreadsheet fo…
    tidlapp 3 views 0 comments Started by tidlapp June 24, 2021 2:28PM
  • How do I automatically apply an additional charge for someone paying via credit card?
    Sski18 3 views 0 comments Started by Sski18 June 23, 2021 2:32PM
  • 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 259 views 12 comments Most recent by Photography June 22, 2021 10:10PM
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    easy20power 5 views 0 comments Started by easy20power June 22, 2021 11:13AM
  • 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 3.5K views 109 comments Most recent by UEL June 19, 2021 5:22PM
  • 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 693 views 7 comments Most recent by Spoonhandle June 17, 2021 9:26PM
  • 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 13.3K views 190 comments Most recent by KiahD June 17, 2021 8:55PM
  • 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 478 views 6 comments Most recent by Chirpie June 15, 2021 5:04PM
  • 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 1K views 26 comments Most recent by theactorsroom June 14, 2021 3:12PM
  • I would like to edit the template automated message on the receipt template?
    Alida 10 views 1 comment Most recent by JulianP June 11, 2021 8:26PM
  • 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 7 views 1 comment Most recent by JulianP June 11, 2021 7:52PM
  • Hi All, This is my first post here, and have recently moved to wave as my business has grown, I needed to find a solution to my ever growing pile of paperwork. What I am really struggling with is in the creation of customers. I cant create a customer and any of its child entities. I know this sounds a bit strange, but bare with me. We do a lot …
    SV17 8 views 1 comment Most recent by JulianP June 11, 2021 6:45PM
  • Hello, I live in Switzerland and i must send invoices in different languages, never in English. I can customize most texts but i can't change the most important ones, for example: * "BILL TO" text above the customer, * "Total" text under the items * "Amount Due" text * "Invoice Number" text * "Invoice…
    Fieel 895 views 37 comments Most recent by PaulineC June 10, 2021 6:51AM
  • How to remove a Wave logo that we have in invoices? Currently, we are evaluating Wave invoicing app at Rioks, and wonder if we can possibly use it for the future clients' billing. The problem is - having an extra branding inside of the email and sender's email to belong to waveapps.com will not build our image of a professional company. Any so…
    Oleksiy 1.5K views 16 comments Most recent by tryingWave June 7, 2021 1:13AM
  • Please add this to the queue, it is starting to become a headache. Thank you!
    deyamiraphotography 868 views 13 comments Most recent by Jon_D June 5, 2021 10:11PM
  • 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 21 views 2 comments Most recent by AndyR June 4, 2021 8:44PM
  • We provide different services to customers and usually this is done quarterly basis or on a regular set schedule. It would be very helpful to me if I was able to categorize customers by the type of service they receive. For instance all commercial pest svc in a group, termite treatments in another and mosquito misting system customers in a group. …
    Awashington1977_ 12 views 2 comments Most recent by NPM June 3, 2021 6:42PM
  • 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 1.4K views 75 comments Most recent by JulianP June 2, 2021 8:27PM
  • 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 233 views 17 comments Most recent by Dobermaniac June 1, 2021 10:55PM
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    fatreducingformula17 4 views 0 comments Started by fatreducingformula17 May 31, 2021 12:34PM
  • 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 152 views 10 comments Most recent by Continuum_Designs May 28, 2021 11:09PM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 861 views 53 comments Most recent by zgibs May 27, 2021 5:08PM
  • LOVE Wave. Please add ability to add images to products and then have them display on sales estimates and invoices.
    LAYERc 121 views 5 comments Most recent by RebeccaArt May 27, 2021 6:02AM
  • 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 2.1K views 75 comments Most recent by WandaJo May 21, 2021 8:16PM
  • 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 499 views 5 comments Most recent by jaykamdar1410 May 20, 2021 6:08AM
  • 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 1.7K views 68 comments Most recent by jkwasn01 May 17, 2021 12:55AM
  • I'm new to Wave and baffled to find there's no where to put my email address in my contact info on an invoice. Am I missing something? Please tell me there's a way.
    InvoicingJoe 759 views 4 comments Most recent by KristenV May 11, 2021 7:35PM
  • 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 8.2K views 235 comments Most recent by BrowncoatOkie May 11, 2021 3:48PM