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 238 views 16 comments Most recent by _Derek_ December 1, 2020 4:22AM
  • 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 614 views 65 comments Most recent by scs8175309 November 10, 2020 11:22AM
  • If I have sent a customer many invoices, it will be useful if they can pay it in a single amount. They can do this by bank transfer of course, but I would like to extend the simplicity of Payments by Wave (credit card) to this situation as well. A simple solution would be for Wave to surface a "pay" option on the Customer Statement if a…
    Virgil 2 views 1 comment Most recent by EdC_OnTheRock December 5, 2020 12:38AM
  • This discussion was created from comments split from: How to edit customer information.
    System 7 views 3 comments Most recent by tmetcalfe December 2, 2020 5:48PM
  • 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 1.6K views 45 comments Most recent by KrisWPS December 2, 2020 3:50PM
  • Is it possible to change the wording of your payment reminders?
    Berhoz 342 views 23 comments Most recent by JulianP December 2, 2020 3:16PM
  • 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 6K views 143 comments Most recent by JodiNA December 2, 2020 3:19AM
  • Why isn't the Wave team prioritising something as basic as recurring bills? This is a basic feature and shouldn't have taken so long to be added. Please take a look into this because it's getting ridiculous. We have been waiting for it since 2019. And now 2020 is ending. Do better guys please.
    mikelawz 2 views 0 comments Started by mikelawz November 30, 2020 8:40PM
  • 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 2.3K views 94 comments Most recent by AlexL November 30, 2020 4:12PM
  • I own an event staffing company, tipping is standard in this service industry. When I send my clients their invoices with Wave there is not an option for them to manually enter an amount they wish to tip. I can't add an amount myself, directly to the invoice because tipping is not a mandatory charge, it's an option and there is no set amount. Whe…
    5starkristin 365 views 11 comments Most recent by AlexL November 30, 2020 4:10PM
  • I do books for a company in a tourist area. Many of our customers have non-local mailing addresses. I note that your invoices have an area for a second address; however, the statements do not pick up this alternative (shipping address). Would you consider adding the shipping address to the statements as well? Thank you.
    bookkeeper52 2 views 0 comments Started by bookkeeper52 November 30, 2020 12:10AM
  • i invoiced a client with USD currency and i am trying to give the option that he should pay by card but im getting the following messages! Credit card payments are turned off because the currency of this invoice (USD) does not match your business currency (GBP). Credit card payments can be enabled only for invoices created in GBP. i spoke to str…
    Inyweb 152 views 2 comments Most recent by dlo November 28, 2020 2:32AM
  • 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 221 views 5 comments Most recent by JulianP November 27, 2020 4:19PM
  • It is clear that every user is interested in a purchase order creation function in Wave. It is a crucial part of business expense tracking for my business. All of these threads keep asking for it. When will Wave add this functionality?
    BlueTiger 586 views 21 comments Most recent by Eoin November 25, 2020 10:50PM
  • Hi, is there any way to book bill directly under Inventory Accounts instead of Expenses? Secondly, if we select any Product/Services under Selling and Buying option and can se get the relevant product report. I mean any option to check the balance quantity [in Units & in Monetary] for specific units.
    Irfan_Raza149 1 view 3 comments Most recent by JulianP November 24, 2020 5:28PM
  • I'd like for my clients to have the option to choose between different shipping methods and having the grand total reflecting their choice. For instance I don't charge for snail mail but I would like for my customers to be able to choose an option between standard overnight ($10) express overnight ($20) Saturday delivery ($25) or any other shippin…
    MaxSchirru 21 views 1 comment Most recent by margit November 23, 2020 5:27PM
  • We are a travel company and when we invoice a holiday we need to assign our suppliers invoices to the clients invoice so that we can track the outgoing bill payments for that invoice. We can then ensure suppliers haven't billed us twice.
    Adamh 11 views 6 comments Most recent by bxeinc November 23, 2020 3:19PM
  • I AM FROM INDIA AND I JUST STARTED USING IT. I FEEL THAT FEW COLUMNS NEEDS TO BE ADDED LIKE customer and our gstin & sac code they are mandatory in each of our invoices and i would like to mention my account details also in it. Is it possible? And any chance of adding few fonts to text?
    BHARATHTATA6_UUSS 11 views 0 comments Started by BHARATHTATA6_UUSS November 21, 2020 8:58AM
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 748 views 17 comments Most recent by FoundationPrinting November 20, 2020 6:43PM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 752 views 50 comments Most recent by water_blaster20 November 20, 2020 3:45PM
  • The business I'm accounting for is a homeowner's association. We provide trash pickup service for the neighborhood as part of the association dues (the residents love this because we get a bulk discount and it's significantly cheaper than getting it themselves). Occasionally a resident will not get their can out on the curb in time to be picked u…
    justdave 1 view 0 comments Started by justdave November 18, 2020 5:55AM
  • Hello! We switched to Wave because it is easier to use than QuickBooks because functionalities are more streamlined. Over my last 2 years (almost) of using the app, the following questions have been asked for various reasons: * How do I track invoices and estimates sent to clients? * Can I see a report of E-mails sent from Wave? * Can you a…
    JanBB 1 view 2 comments Most recent by JanBB November 17, 2020 9:05PM
  • 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 11 views 7 comments Most recent by Barsin November 17, 2020 8:41PM
  • Hello - Has there been an discussion about adding electronic documentation and esignatures to wave (like Docusign, DocHub, RightSignature, etc.)? Currently I'm using another service to do my electronic signatures for rental agreements and leases. It would be nice if it could be included in invoices when they are sent to a new customer. Look forwa…
    mhermsen 1.5K views 41 comments Most recent by Dsanders November 17, 2020 8:38PM
  • When you back out of an unsaved Invoice, you get a warning saying you have not saved: You don't get that when making an estimate, which arguably would need it more. My girlfriend lost two hours of work on an estimate because of this. Please fix this.
    Pdino64 2 views 0 comments Started by Pdino64 November 17, 2020 10:41AM
  • Hi there! I really enjoy using Wave and find it very user friendly. I have a few suggestions that would really help me and, from what I believe, other users as well. * It would be nice to be able to upload a payment onto a customer account without needing to make an invoice at the time, like loading credit onto a customers account. I am an Anima…
    CarleaM 1 view 1 comment Most recent by Barsin November 16, 2020 5:38PM
  • These are two unrelated feature requests: 1. Create Categories of Customers My team wants to categorize our customers using tags such as "Active Customer" and "Requested Prices" — almost like being able to organize our pipeline. We dislike visiting our "Customers" page and seeing everyone we've ever talked to in one…
    Ryan_Zernach 1 view 0 comments Started by Ryan_Zernach November 13, 2020 9:33PM
  • When you send an estimate to a client they would be given the option to approve. Not only will this serve the client from having to contact you again to approve by phone it also protects us the vendor from client saying they never agreed. It happened to us a few times. Now we require a signed copy back, This step would be eliminated by having an a…
    PMRServicesLLC 1 view 1 comment Most recent by JulianP November 12, 2020 8:57PM
  • Starting a new discussion, as I've seen several posts saying that developers appreciate feedback and look through the community discussion... It would be really, really great if you could have customisable templates for receipts for customers to go with your invoices. I am on the board of a small not-for-profit, and we have been seeking ways of …
    _AB_ 11 views 1 comment Most recent by JulianP November 12, 2020 5:14PM
  • 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 114 views 5 comments Most recent by JessT November 12, 2020 4:56AM
  • Is it possible to put email address in the contact details section on invoices? I know there is one line I can customise but I use that for ABN number. Anywhere else I can put an email address? Surely that would be a common thing, I just can't seem to find it anywhere.
    Neety2 61 views 4 comments Most recent by SBowie November 11, 2020 8:35PM