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. (Image) How does it work? We're working hard to speed up our processes for bank payments. We've achieved 80% of all bank payments proces…
    Charlotte Announcement 60 views 2 comments Most recent by amandak August 15, 2019 8:36PM
  • 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 20 views 8 comments Most recent by prl August 25, 2019 8:06PM
  • Hello everyone. Pretty new here. Just wanted to ask if it is possible to have my clients pay the invoice issued via Wave through Paypal. If not, what would be another solution/workaround for this?
    roygarciadesign 10 views 4 comments Most recent by amandak August 25, 2019 6:53PM
  • 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 142 views 14 comments Most recent by Kunal August 25, 2019 5:52AM
  • I would like to be able to reorder line items on estimates.
    d0paminefiend 182 views 11 comments Most recent by HWL August 23, 2019 8:29PM
  • Is there a way you can print all your invoices at once? Or say, all the ones from a selected time period? I've decided to keep hard copies of all my invoices and I have about 500. Going through them individually to click print would not be fun.
    MCFVH 1.2K views 14 comments Most recent by JesseWalker August 23, 2019 8:08PM
  • I would love to be able to export all of my outstanding invoices into an excel spreadsheet that way I can send that to my customer instead of having to print statements. We have one large company we do business for and they have many branches we service. Each branch has its own account and we record invoices for each branch but it gets overwhelm…
    WhiteGlove 2 views 0 comments Started by WhiteGlove August 23, 2019 6:52PM
  • I have two feature requests: 1. Search invoices to quickly locate via specific wording, dates, dollar amount, notes, etc. 2. Ability for consumers to pay for these invoices via invoice number thru a link on my website. I subcontract for one of my businesses. If they could go to my payment page on my website, click on a link-enter an invoice no or …
    TXGlamCEO 11 views 2 comments Most recent by ckeen_1244 August 22, 2019 7:50PM
  • Hi, this is a simple one: can we please have the option to use "-" (minus sign) to represent negative numbers on invoices ? the current nomenclature (the "(xxx.xx)" parenthesis) might be appropriate between accountants, but after all, most invoices are intended to non accounting specialists.... Thanks
    Dedric 4 views 0 comments Started by Dedric August 22, 2019 12:26PM
  • 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 624 views 33 comments Most recent by Paul_UK August 22, 2019 10:53AM
  • Not once, but pretty frequent that my clients asking for the details of the product or service listed in the invoice, which is actually there already, hidden under the dropdown. This is not their fault though, I valued their time doing business and also my clients have various level tech savy-ness which resulted in not aware of that tiny dropdown …
    herrysucahya 2 views 0 comments Started by herrysucahya August 22, 2019 7:30AM
  • This discussion was created from comments split from: Feature request.
    System 1.2K views 19 comments Most recent by craftychicks August 22, 2019 5:11AM
  • Is there a way I can connect the same customer and vendor to report a balance for a given period?
    fgabor 44 views 10 comments Most recent by ckeen_1244 August 21, 2019 7:10PM
  • 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 140 views 16 comments Most recent by ckeen_1244 August 21, 2019 5:39PM
  • 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 3.1K views 79 comments Most recent by FrankPrendergast August 20, 2019 3:34PM
  • I know I can set up invoice notifications to go to my clients but is there any way that I can get a notification if it is overdue? Thanks in advance!
    Wyre_Web_Design 42 views 14 comments Most recent by Zoe_caff August 19, 2019 6:28PM
  • I have searched but havent been able to find an answer. Does Wave Payments support any sort of mobile card reader? I dont particularly want to type in credit card info on my phone, I'd much rather use a reader. Thoughts?
    BenjaminC 964 views 9 comments Most recent by alialiwa2005 August 19, 2019 1:01PM
  • 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 368 views 20 comments Most recent by Alaa August 19, 2019 6:58AM
  • I'm selling tickets for my upcoming event. I have set up as products the tickets I'm selling at different prices for the shows. I'm tracking ticket sales thru invoices. How can I get a summary report showing how many tickets I have sold at each price tier?
    Camerachap 5 views 0 comments Started by Camerachap August 18, 2019 12:41PM
  • Hi, After the recent changes, I am not able to see that sales tax audit report anymore. It would be much appreciated if these type of changes are properly communicated to avoid unpleasant surprises. Did anybody find this report or has knowledge about how this report can be accessed again? Regards, Robert
    roberth709 79 views 10 comments Most recent by Barsin August 16, 2019 9:01PM
  • 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 5.2K views 71 comments Most recent by Enis August 16, 2019 5:22PM
  • 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 692 views 47 comments Most recent by alexlewiszarkos August 15, 2019 8:57PM
  • 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 661 views 22 comments Most recent by amandak August 15, 2019 8:14PM
  • 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 16 views 5 comments Most recent by Paul3490 August 14, 2019 2:36AM
  • New to Wave so apologies if this has been covered. We need to provide a hard copy of all our invoices and cannot see a way to do it other than selecting each invoice individually. Is there an option somewhere that can print all paid invoices? We are really hoping there is or else this is really going to suck! Thanks for your time guys, apprecia…
    Elmohs 692 views 17 comments Most recent by ckeen_1244 August 14, 2019 2:14AM
  • This isn't a new request but the old thread is closed without any update. Can Wave please add this feature? or can somebody please help them if you know how to?
    waveisawesome 17 views 4 comments Most recent by waveisawesome August 13, 2019 11:00PM
  • Good afternoon, we recently left QB's online and moved to Wave but found out that it's not possible to print a Packing Slip (or Packing List). I've noticed there are several requests for this feature for over a year but no updates from Wave yet. Since we cannot wait on Wave to decide when to make this available, what options or suggestions can you…
    FabAug 8 views 2 comments Most recent by alexlewiszarkos August 13, 2019 7:43PM
  • Ok. I really love a lot of things about wave. The dev team did a lot of great work. But this program seriously needs to be able to print invoices in bulk. I won't be delicate about how badly it needs that. Everybody who owns property or a business receives bills IN THE MAIL. Can some customers be emailed? sure. But paper mailing bills is still a …
    balegrim 20 views 2 comments Most recent by alexlewiszarkos August 12, 2019 7:45PM
  • Hi, I would love the ability to group my estimates into sub-categories or services and then has a total of all sub-categories. This gives my customers the ability to see the cost of each services at a glance without having to understand where each service stopped
    ixatech 7 views 2 comments Most recent by ixatech August 12, 2019 7:02PM
  • Hello, I am new to Waveapps, I am trying to work out how to invoice a customer and record a manual payment, then match up the payment from the customer in my transactions section which is linked to my bank account. I am having similar problem with reciepts, if I upload a receipt how to I link to it's relevant transaction please? Any help greatly…
    Priscilla 14 views 3 comments Most recent by alexlewiszarkos August 12, 2019 6:40PM