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 666 views 66 comments Most recent by Yet_Another_Mike March 3, 2021 9:09PM
  • 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 273 views 18 comments Most recent by jnpr January 27, 2021 1:11PM
  • I need Sales & Receivables assistant * create & edit invoices (regular and recurring) * send invoices & statements * check payments * view customer info NO ACCESS to anything else, no financial info.
    Wastap 9 views 2 comments Most recent by Wastap March 6, 2021 8:48PM
  • I know this is not available. Should employees setup as vendors and each deduction an invoice row? Any recommendation? PS: When is Quebec Payroll expected?
    Wastap 3 views 0 comments Started by Wastap March 6, 2021 2:55PM
  • We need to setup an hourly rate in every customer record that would apply to service charges when we invoice them. How would we achieve this?
    Wastap 7 views 0 comments Started by Wastap March 6, 2021 2:46PM
  • Hi, some of our clients pays in euros and some of them in pounds. Is there any chance to add two currencies in Invoice? I just want to add one more line: "Amount due GBP" See photo attached what I mean. Thank you.
    AlphaCargo 628 views 1 comment Most recent by KristenV March 5, 2021 9:06PM
  • I would like to be able to reorder line items on estimates.
    d0paminefiend 880 views 66 comments Most recent by Noland March 4, 2021 7:28PM
  • 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 2.9K views 105 comments Most recent by REPSpace March 4, 2021 6:35PM
  • MHSMHS
    I began to purchase supplies and materials for my business about 6 weeks ago with my personal funds, but I finally got a business checking account and credit card yesterday. I want to be able to write off these expenses on my taxes so I've started to upload the receipts. I'm wondering how to record these transactions so that everything balances ou…
    MHS 12 views 0 comments Started by MHS March 4, 2021 4:24AM
  • Hi guys Just an idea for future developments - it would be great to have a text formatting facility for the Notes section in invoices and estimates. Some customers need things in bold and underlined! Cheers Chris
    Chris_SHCC1 31 views 2 comments Most recent by DIGG March 3, 2021 11:45PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 1.8K views 54 comments Most recent by ProProjects March 3, 2021 6:18PM
  • HOw do you handle a return check and the fee the bank charged for the return. I had posted the payment to the invoice and in sales
    Marsha 16 views 2 comments Most recent by JulianP March 2, 2021 9:12PM
  • I am seeing 'bank payment' option in the header, however I am not seeing any option to enter customer's bank routing number and account number, in setting up the customer for recurring bank payment rather just open to enter credit card number. Is this functionality there with wave?
    Meena 14 views 1 comment Most recent by JulianP March 2, 2021 7:50PM
  • 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 74 views 8 comments Most recent by sandeepreddy February 28, 2021 5:32AM
  • 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 1.9K views 67 comments Most recent by LMR February 27, 2021 1:55PM
  • I am setting up recurring invoicing and I noticed a difference between certain customer options. For example, Cust A has an option to send both the invoice and receipt automatically while Cust B only gives an option for sending the invoice. I've attached a screen of both. How can I change the setting for Cust B to receive auto receipts after paym…
    RichardH 9 views 1 comment Most recent by JulianP February 26, 2021 9:56PM
  • 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 166 views 15 comments Most recent by Joe_D February 26, 2021 6:56PM
  • Hi community. How can I customise my "Invoice Reminders" or "Payment Receipts"? In my case, I want them to be written in German and a few more details. Is there a way to change the default text? Thank you
    Amadeus Hoffmann 1.5K views 48 comments Most recent by JulianP February 26, 2021 3:44PM
  • 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 7.4K views 232 comments Most recent by LOls01 February 24, 2021 10:52PM
  • 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 907 views 25 comments Most recent by KristenV February 24, 2021 8:45PM
  • 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 218 views 5 comments Most recent by Sunny_Graphics February 24, 2021 2:04PM
  • This discussion was created from comments split from: Feature request.
    System 3.2K views 40 comments Most recent by AlexL February 23, 2021 3:59PM
  • 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 1.1K views 71 comments Most recent by JulianP February 19, 2021 4:28PM
  • Is there a way to get the total amount of money invoiced for a specific date range? Sometimes I need to enter a range of dates (January 25-Feb 5 for example) and see the total amount I invoiced my customers for during that time. I know how to bring up all the invoices for a date range but I end up having to go through the list and manually add u…
    RyanMcCarthy 11 views 5 comments Most recent by KiahD February 18, 2021 9:12PM
  • I send the same email message to all my customers when sending them my invoice. Is there any way to have a standard message for all outgoing emails. Also my emailed invoices all go to two email addresses. How can i add a second email address to all outgoing emails?
    Mowerman 31 views 7 comments Most recent by shancapps February 18, 2021 3:40PM
  • Is their way to search the contents of invoices. I routinely need to find an old invoice for a project and often don't remember who the payee is. Its a pain in the A** to find them because your invoices are not searchable. If I could search for notes I put into the invoice or for my own Job Number it would be tremendously helpful. Can't und…
    Curt 55 views 4 comments Most recent by KristenV February 17, 2021 9:03PM
  • 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 1.6K views 64 comments Most recent by JD87 February 17, 2021 9:03PM
  • I like the Checkouts idea and how it makes it easy to use but is there an option to pay by bank account?
    Moonis 1 view 1 comment Most recent by KristenV February 17, 2021 8:40PM
  • If there is a dispute on whether an estimate or invoice was edited after an agreement was made is there a way to view the edit history to satisfy or show to the customer? Or should we encourage customers to save the pdf immediately when the estimate is agreed upon?
    Chipfo 11 views 2 comments Most recent by Chipfo February 17, 2021 8:29PM
  • 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 10.1K views 160 comments Most recent by Citizen_of_the_World February 17, 2021 12:24AM
  • 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 12.4K views 177 comments Most recent by AlexL February 16, 2021 8:50PM