Sales & Invoicing Feature Discussion

 

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. How does it work? We're working hard to speed up our processes for bank payments. We've achieved 80% of all bank payments processe…
    Charlotte Announcement 48 views 0 comments Started by Charlotte October 18, 2018 2:30AM
  • Any way to add more than one shipping address to customer file? This would enable a drop down selection when creating invoices and ship to Thanks Bill
    BillR 84 views 15 comments Most recent by JamieD June 15, 2019 2:22PM
  • 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 505 views 18 comments Most recent by Zoe_caff June 14, 2019 9:21PM
  • Is there any option that we can change the preset invoice and estimate styles with a custom made. Has anybody done it
    granda 184 views 12 comments Most recent by ckeen_1244 June 14, 2019 7:26PM
  • Is there a way to import products from a .csv format?
    RVFmal 468 views 25 comments Most recent by Zoe_caff June 14, 2019 4:53PM
  • I am administrating a small weekend school. Need to create invoices for students every month or so. All of them are the same. Why do I need to repeat the (almost) same entries manually? Ideally I should be create the entries in an excel sheet and import it. One of the easiest and most obvious things that one expects from computers is the abilit…
    rehan 43 views 6 comments Most recent by ckeen_1244 June 13, 2019 8:19PM
  • Hello team, Is it possible to standardize the payment terms? Seems the payment term "Within 7 Days" is present only during recurring Invoice creation Invoice Customisation > Invoice settings During invoice creation Recurring Invoice
    UHRP3 16 views 1 comment Most recent by ckeen_1244 June 13, 2019 6:58PM
  • I would like to add a snapshot of a conversation where a company requests a loan, an employee asks for advance payment, a customer promises a late payment and finally the receipt itself on the journal transaction that I create. Some apps in the market already have this. Can you tell me if this is a planned feature yet or nowhere in the near fut…
    Anagros 11 views 0 comments Started by Anagros June 12, 2019 8:20PM
  • 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 18 views 7 comments Most recent by gen June 11, 2019 7:26PM
  • Is it possible to change the wording of your payment reminders?
    Berhoz 102 views 17 comments Most recent by JellyfishChris June 7, 2019 7:24PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 352 views 18 comments Most recent by TimK June 4, 2019 8:09PM
  • PYPPYP
    Many of my sales are conducted in cash, and rendered at the time the service is complete. I have no need to invoice customers. How can I record a sale, without having to make an invoice? Is there a receipt option instead?
    PYP 9 views 2 comments Most recent by Rahim June 4, 2019 6:32PM
  • Is there any way to import products into Wave using CSV or similar?
    CruCor 62 views 7 comments Most recent by Rahim June 4, 2019 6:27PM
  • Not a big request I'm sure, but I have several invoices that are currently involved in a legal battle for payment. I would love if there was another status/tab for invoices I can move there which are undergoing a 'issue' of some kind. That way the 'unpaid' tab can be with invoices still pending payment, and those in the 'dispute' tab for example…
    MartinCA 8 views 2 comments Most recent by Rahim June 4, 2019 6:24PM
  • Is there a way to search for a specific invoice via the order number or any other text in the invoice? I only have one client that I subscontract to.. and they often ask me to resend an old invoice... Currently I'm having to guess the date and open many invoices before I find the correct one... It would be so simple to just search for the or…
    racer 95 views 10 comments Most recent by JamieD June 4, 2019 5:03PM
  • Is there a way that i can search for a customer based on the phone number? I deal with a lot of customers and currently I have to open several customers before i find the right one just due to name repetition. for example i have about 30 Mohammad's as customers. 6 Grace's 8 Ady's etc. Which means I have to go through all of them until i find the r…
    Bree 7 views 2 comments Most recent by Bree June 1, 2019 6:52PM
  • This feature is talked about in some other post but not as a "feature request". Personally, I think the "Income by product report" is a pretty nice one to have. Providing a date range, the report should return the income per each product. Then clicking on each product should take you the list of invoices with that particular product in them. It…
    Mehran 16 views 2 comments Most recent by Cath May 31, 2019 7:41AM
  • I know this is something that has been asked before, but let me open the scope of its importance. PROBLEM For customers of Wave who have a large number of stock codes, the configurations maybe are repetitively grouped together. To prevent having to re-add all the items that exist on another estimate over and over seems like an improvement wo…
    dane 353 views 55 comments Most recent by Samd May 30, 2019 4:13PM
  • 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 "Appro…
    lterenzi 542 views 45 comments Most recent by alexlewiszarkos May 28, 2019 7:41PM
  • I need to attach receipts to my invoice on which they are listed when they are reimbursable by the client. The client needs pdf copies of these receipts. How can I select the receipts I want to extract to ONE pdf such that I can put them in the same email. Even better would be if I could select and assign them to the invoice. Thanks Simone
    Simonereeves 9 views 3 comments Most recent by alexlewiszarkos May 28, 2019 4:31PM
  • Is there a way to add eSignature or some online sign-off/approval to estimates? This would make it a very valuable tool to get acceptance of an estimate/proposal. Currently we've manually added text lines into the notes but requires the client to print then sign and return or we have to download the PDF and use third party software to add eSignatu…
    Startup_Studio 84 views 11 comments Most recent by JordanFromWave May 28, 2019 4:24PM
  • Is it possible when you have linked your bank account to Wave for it to recognise when an invoice is paid based on the payment details such as the client's name? I would like to know this before deciding to link the bank account. I would like to you use the automatic remind feature on the invoices but I'm worried I will forget to manually log t…
    Amelia 10 views 1 comment Most recent by Samd May 27, 2019 9:32PM
  • 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…
    Famoso 4.4K views 61 comments Most recent by virgilwashere May 27, 2019 2:16PM
  • Hi there, Brand new to Wave. Like the simplicity and connection to my bank. Huge bonus over my old system. One thing I really need though is the ability to add attachments to invoices I send clients. I have contractors working for me and I need to forward their timesheets to clients for review.
    SteveisDarnClever 30 views 2 comments Most recent by Ekoloda May 25, 2019 1:49PM
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System Closed 1.7K views 176 comments Most recent by Samd May 24, 2019 7:27PM
  • It would be nice if there was the ability to attach internal notes (which are only visible to our staff and not the customer) to invoices or customer statements, because in many times we customers or payments that we want to explain a bit further by adding such notes or memos to them.
    lcslebanon 349 views 51 comments Most recent by JamieD May 23, 2019 8:55PM
  • 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 …
    Kblac 245 views 18 comments Most recent by JamieD May 21, 2019 6:14PM
  • 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 Date" text * "Payment Due" text …
    Fieel 231 views 29 comments Most recent by FabForward May 17, 2019 3:22PM
  • Hi Wave Team, Wave web app and mobile app are useful but the Invoice and Estimates cannot add signature is quite big problem, our client will ignore any doc without signature. I suggest please add extra image upload and let user set the position, will wave add this in the future?
    ddltd 11 views 1 comment Most recent by Zoe_caff May 13, 2019 6:26PM
  • There are instances where we have inactive customers but we need to keep their records without deleting. Therefore I would like suggest a new feature to categorize customers as active and inactive. Same can be suggested to products and services. Where there are inactive products and services which need not be deleted from the system. There needs …
    sincela 45 views 2 comments Most recent by MB_Bokkeepping May 9, 2019 3:57PM
  • One of the features I love about Wave is the Receipt app. It makes it super easy and convenient to track expenses on the go. Now that I have a couple of sales reps incurring expenses while they are on the road, I'd like to extend the Receipt app feature to them without giving them full access to the company's financials. So my feature request…
    Starik70 8 views 2 comments Most recent by Starik70 May 9, 2019 12:40PM