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 84 views 12 comments Most recent by Mwynn13 January 18, 2020 12:50AM
  • 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 102 views 6 comments Most recent by finleydesign December 13, 2019 11:51AM
  • 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 7.3K views 106 comments Most recent by luckexpert January 20, 2020 2:53PM
  • As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?
    jason1234 5.7K views 124 comments Most recent by Mott January 20, 2020 8:40AM
  • Hey guys, how can I change everything in the invoice template that says INVOICE to say BILL instead. Coz our company doesn't issue out invoices, but it issues BILLS. So we are not allowed to issue any document that has invoice number, invoice date etc, but we are supposed to issue out a bill with Bill no#, Bill date etc. Does anyone know how to d…
    Xente 4 views 0 comments Started by Xente January 17, 2020 11:51AM
  • Hi All, I use wave and like it a lot, however there are some important functions that i find missing , the main one is to customize a template with recurring items like travel fees / materials / parking fees etc that I have almost in every invoice and I need to manually enter again and again . If someone has a solution for that I would be grateful…
    hmh_mike1424 59 views 7 comments Most recent by Xente January 17, 2020 11:46AM
  • Hi there, Is there any way on Wave to see total number of customers? It's a bit time consuming for us to scroll down through the list of customers and counting one by one. Thanks for your help.
    Sisco 8 views 2 comments Most recent by Sisco January 17, 2020 4:16AM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 767 views 31 comments Most recent by eastoncr January 17, 2020 3:34AM
  • 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 912 views 24 comments Most recent by burrito January 16, 2020 10:15PM
  • Hi! In my invoices I need to create a tax code that is being deducted rather than added to the amount outstanding. Can you please guide me? Thank you!
    C_Constructions_1 111 views 6 comments Most recent by Jk11 January 16, 2020 8:36PM
  • Can wave checkout be set in a way that client can choose how much they are paying or I can set variable amounts I will accept for payment? Thanks
    wkelley 100 views 7 comments Most recent by ConnorM January 16, 2020 8:11PM
  • 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 18 views 6 comments Most recent by Ricie January 16, 2020 5:15PM
  • Wave invoicing has been fantastic for us. One thing that would be very helpful would be a place to record some notes. There are three of us that use the system and though we try to tell each other what we have done it would be nice to record the information along with the invoice so it is there, just in case. Thank you!
    StephanieGB 4 views 0 comments Started by StephanieGB January 16, 2020 4:24PM
  • Hello Basically I want to record expenses of let's say a yearly hosting plan I bought which I can deduct from my tax as busieness related expense. In waveapps I create a Bill but with the bill I want to attach a PDF invoice from the hosting company, if a tax Audit happens I will provide the original invoice PDF and other related files, would…
    idealdesigns 325 views 13 comments Most recent by mikew January 16, 2020 3:55PM
  • Hey Guys, how about recurring bills? I need this feature very much and I thought that anyone else should have an interest in it. ;)
    Hrayr Poll 5 views 0 comments Started by Hrayr January 16, 2020 1:37PM
  • Is there a way to add a note in the email that is sent when sending an invoice, I know I can manually enter a note each time one is sent but I would like to add the same note in all the emails when sending an invoice. For example: Please make checks to - company name I already have it on my invoices but still gets overlooked sometimes. I think h…
    Chipfo 6 views 1 comment Most recent by ConnorM January 15, 2020 8:06PM
  • 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 6 views 2 comments Most recent by Given_XBS January 15, 2020 2:18PM
  • I am just beginning to use this WAVE accounting program for a new business. I paid shipping on a bill and I usually charge shipping on products I have to send in the mail. Currently I don't see a category and can only see using "travel expense" on my bill and charging a "shipping fee" as a product line on the invoice for client…
    JMHOVILA 12 views 1 comment Most recent by ConnorM January 14, 2020 9:04PM
  • would anyone know if there is a way to set estimate expiration for say 30 days out rather than having to select the date each time?
    sonolee 6 views 1 comment Most recent by ConnorM January 14, 2020 7:36PM
  • Hi - does anyone know how I can pass the invoicing fee on to my customer? Is this possible?
    TheFemaleCollab_123 9 views 1 comment Most recent by ConnorM January 13, 2020 6:31PM
  • The ability to be able to set the quote comments to be replaced by the invoice comments (or "archived" underneath the Invoice comments) would be extremely beneficial. More often than not, the template comments you set for a quote are vastly different to the ones you'd set on an invoice, especially if the quote is only an estimate.
    bigjazzz 7 views 5 comments Most recent by Chipfo January 12, 2020 3:23PM
  • 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 390 views 19 comments Most recent by BarsinA January 10, 2020 7:48PM
  • Whenever I send an invoice the message area is blank, I swear at one time there was a way I could save a standard message so I wouldn't have to type "Thank you for your order please look over..." each time a send an invoice. For awhile now this has been showing up blank and I can not find the area where I can save a standard message. D…
    toastytush 129 views 7 comments Most recent by Sarahp1_VA January 10, 2020 2:16PM
  • Please add ability to have both time and quantity based service and product rates
    LAYERc 6 views 1 comment Most recent by AlexL January 9, 2020 7:37PM
  • LOVE Wave. Please add ability to add images to products and then have them display on sales estimates and invoices.
    LAYERc 7 views 1 comment Most recent by AlexL January 9, 2020 7:35PM
  • 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 119 views 34 comments Most recent by MMP January 8, 2020 10:43PM
  • I would like to be able to reorder line items on estimates.
    d0paminefiend 293 views 59 comments Most recent by DoeValley January 7, 2020 11:49PM
  • 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 478 views 36 comments Most recent by VirtualCed January 7, 2020 9:25AM
  • Hi, It would be great under the company profile if we are able to add our company email address as one of the contact option. As current profile only allows us to add contact numbers and website only Thanks
    Taha 8 views 1 comment Most recent by BarsinA January 6, 2020 9:04PM
  • I have 2 scenarios where time and again, I've wished I could archive Products and Customers. My business doesn't have many repeat customers (or each customer has a shelf life of about a year at the most where I'm billing them multiple times). After several years, I'm now left with a monstrous list of clients to sort through when looking for conta…
    czyadgrl 281 views 51 comments Most recent by atelierMUSE January 4, 2020 12:23AM
  • 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 26 views 4 comments Most recent by Colleen_LionHeart January 3, 2020 4:08PM