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 407 views 42 comments Most recent by Shae_Marcu June 22, 2020 10:45PM
  • 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 187 views 10 comments Most recent by Virgil April 15, 2020 10:29AM
  • We are running a trial on WAVE for SME, but we are missing basic Customer invoice fields like "customer registration number" and "VAT number" - tax field... Any solution for this or possibly free format text fields that could be added to the address fields so additional information can be added?
    Marcelle 25 views 3 comments Most recent by ConnorM July 3, 2020 6:13PM
  • Is there anyway you can change the subject title for a receipt and also set a standard template? I add in a couple of paragraphs whenever I send out a receipt so would be good if it were just automatically there!
    Nicolapew 36 views 2 comments Most recent by baizmandesign July 3, 2020 3:42PM
  • Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
    jgarsena 115 views 7 comments Most recent by JakeJake July 3, 2020 2:08PM
  • Is there a way to customise our receipts for Payments? I'd like to add more default text and not have to type it in every time I sent a receipt.
    Julian_Scouts 2 views 0 comments Started by Julian_Scouts July 3, 2020 3:03AM
  • Hi. I am wondering if we have the ability to attach a file to our estimate/quotes, then in turn our invoices. E.g. Send an estimate to a client with an attachment of a file/document for them to approve. Cheers
    AbsoluteAU 22 views 2 comments Most recent by Quickbooks July 2, 2020 2:23PM
  • This is very frustrating. Invoices do not have a place to show the customer account number. If I view a customer, it appears in the "More" section but there appears to be no way to add this to the invoices when generated. At least on the recurring billing which is what I use almost exclusively. I've taken to manually adding it behind the…
    kevinfreels 448 views 3 comments Most recent by GreatValueWebsites July 2, 2020 10:47AM
  • Hello, i have signed up for this service, but i have a small problem. I cannot change the date format from the US format to European one, the field is missing. A friend of mine he has this option under ->ACCOUNTING -> Dates & Currency. Any help on that?
    Ioannis Ioannou 2.1K views 63 comments Most recent by Clement_2703 July 2, 2020 2:16AM
  • Hello, loving your software, thank you! Is there a way I could please customize the emails that get sent with the invoice and the payment receipt email? I know you can type in every time you send one, but I'd rather type it once as a template and have that sent with every one. Many thanks
    Momof3 8 views 0 comments Started by Momof3 July 1, 2020 11:59PM
  • 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 9.5K views 144 comments Most recent by villandrea July 1, 2020 9:29PM
  • How do I make the billing address fit into the window of a Business envelope? Most of my customers have email but some still need printed invoices mailed out.
    cp_bbergs 127 views 6 comments Most recent by JessiG July 1, 2020 7:28PM
  • Hi I want to be able to add QR codes at the bottom of the invoices so that its easier for my clients to scan and make the payments Is there any way to add QR codes to the invoice either as image or as an HTML code?
    Ritika 627 views 5 comments Most recent by Simple_Solutions36 July 1, 2020 11:25AM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 605 views 45 comments Most recent by CallieP June 30, 2020 9:47PM
  • I can't count the number of times I have lost hours of work creating an estimate, adding line after customized line of new items/services, only to lose it all because I step away from my laptop for a bit without clicking save. I realize this more of a user error, but it's reasons like this that make an auto save feature so important. Even now, as…
    Ajoat 3 views 0 comments Started by Ajoat June 30, 2020 8:23PM
  • I guess the title describes the suggestion, but currently in Estimates, each estimate can display "expired", "viewed" etc - but it is quite odd that the estimates that have been converted to invoices don't reflect the conversion. This would be really handy when for example a customer hasn't yet received the Invoice, but they g…
    solosails 11 views 5 comments Most recent by Meredith_M June 30, 2020 8:10PM
  • It would be ideal to be able to create a recurring invoice from an estimate. I use this when clients request payment plans or it's a multiple month engagement.
    Meredith_M 5 views 1 comment Most recent by CallieP June 30, 2020 7:58PM
  • 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 872 views 31 comments Most recent by CallieP June 29, 2020 9:53PM
  • Hi, Could i suggest the following features for Wave. 1. On Sales\Invoices\Unpaid, add a selection tick box to the left of each unpaid invoice, and a single button to "Record a payment for all selected invoices", to the value of the full invoice amount, Same Account, Same Payment method for all. And display the sum of the total invoice v…
    Mauritz 14 views 2 comments Most recent by Ferdi June 29, 2020 9:41PM
  • Hello Wave, We have been blown away by Wave's capability and ease of use.. One little feature that seems an ommission is a field in Customer Details where one can input the Customers' VAT Registration number (Sales Tax Reference Number) In the short term we are inputting this information in the Customer Contact Person Fields but as our business…
    Kuagiza 5 views 1 comment Most recent by CallieP June 29, 2020 9:41PM
  • 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 1.3K views 36 comments Most recent by CallieP June 29, 2020 9:20PM
  • Is it possible to have different invoice numbering for different customers. I would want to be able to select the customer, and have the invoice number advance for that particular customer's invoice-numbering scheme.
    Milo 15 views 1 comment Most recent by CallieP June 29, 2020 8:44PM
  • 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 3 views 0 comments Started by oliveoil109 June 29, 2020 2:04AM
  • I love that you can change the order of line items on the invoice. Why can't we do the same for estimates? When I'm creating estimates I try to keep similar items grouped together. Invariably, I miss a line item, but have already created several subsequent line items. There is no way to go back to insert a line item where I need it without deletin…
    KimGroty 8 views 1 comment Most recent by BarsinA June 25, 2020 7:56PM
  • obzobz
    I purchase materials which need to be rebilled to the client. I need to keep track of them. It would be great to tag as "Rebillable" and "Customer". Then when Invoicing be prompted with those tagged as rebillable for the customer being invoiced to add the amount, Invoice No, Date, Supplier as an invoice line. Then to be able to…
    obz 14 views 1 comment Most recent by BarsinA June 25, 2020 5:12PM
  • I love the estimate function, but it is quite tiresome having to type out the email message for every quote - it would be really handy to be able to define one or more standard email body messages that have merge tags such as "Dear {customer first name}", This would save an awful amount of time for those business that spend a lot of tim…
    solosails 15 views 4 comments Most recent by KimGroty June 24, 2020 3:11PM
  • 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 1.2K views 66 comments Most recent by BarsinA June 23, 2020 9:50PM
  • Hi there, Not sure if this is the right place to put this or not! I run a marketing consulting agency, and use Wave for my accounting. The other system I use is Bonsai. I use Bonsai for its proposal feature, contracts, invoicing, and timekeeping. But this gets messy because the two systems don't sync well together—which means I can't see expect…
    MFMDC 16 views 2 comments Most recent by Shae_Marcu June 22, 2020 11:23PM
  • 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 14 views 3 comments Most recent by Shae_Marcu June 22, 2020 11:12PM
  • I tried separating 2 emails with a comma for my customer's contact details. I know I can add second emails when sending invoices, but most of my invoices go out automatically and this customer would prefer to get emails to 2 inboxes.
    OutLoudStudio 11 views 1 comment Most recent by BarsinA June 22, 2020 7:19PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 1.1K views 42 comments Most recent by AscentDigital June 21, 2020 9:46PM