Sales & Invoicing Feature Discussion

 
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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. How does it work? We're working hard to speed up our processes for bank payments. We've achieved 80% of all bank payments processe…
    Charlotte Announcement 36 views 0 comments Started by Charlotte October 18, 2018 2:30AM
  • 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 con…
    czyadgrl 59 views 8 comments Most recent by MoroccoDave April 20, 2019 12:04PM
  • HOW CAN I ADD SALES PERSON IN EACH INVOICE SO THAT I CAN CALCULATE EACH SALES PERSON'S COMMISSION.
    RISHABH_12 11 views 2 comments Most recent by ktv April 19, 2019 5:16PM
  • 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 d…
    tgabarca 2.5K views 59 comments Most recent by JordanFromWave April 18, 2019 9:52PM
  • 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…
    Famoso 3.8K views 53 comments Most recent by Ryan_W April 18, 2019 9:18PM
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System 1.3K views 160 comments Most recent by Ryan_W April 18, 2019 8:55PM
  • Right now, when I go to share an invoice link from the invoice page, it copies the link, but in a format where the font is large and it highlights it in yellow (see attached screenshot). So, whenever I am about to paste it into an email, I always have to re-format it. It would be great if this could just be copied in plain text instead of this for…
    vannemic 7 views 1 comment Most recent by JordanFromWave April 18, 2019 7:06PM
  • It would be great if there was a place at the end of invoices to be able to easily add a discount (rather than adding a negative line item in the invoice) and to request a deposit (rather than asking the client to change the "amount to pay" field amount when they are paying the invoice). Freshbooks has this on their service and it is very cleanly …
    vannemic 13 views 1 comment Most recent by Ryan_W April 18, 2019 6:43PM
  • 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 Date" text * "Payment Due" text …
    Fieel 178 views 28 comments Most recent by Ryan_W April 18, 2019 5:27PM
  • 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 4 views 0 comments Started by cp_bbergs April 17, 2019 6:31PM
  • Hey Guys, Is it possible to somehow automatically charge a late fee for customers who's payments are overdue? I'm open to workarounds as well. If there's not already a workaround, it would be a great feature to have on Wave. Thanks!
    ASPS 81 views 7 comments Most recent by JamieD April 17, 2019 3:44PM
  • Is there a way to import products from a .csv format?
    RVFmal 368 views 20 comments Most recent by harpersferrytails April 16, 2019 9:45AM
  • Any way to add more than one shipping address to customer file? This would enable a drop down selection when creating invoices and ship to Thanks Bill
    BillR 64 views 8 comments Most recent by ancnz April 14, 2019 11:45AM
  • Hi!I am giving clients the option of paying with either paypal (and paying for the fee), OR paying via transferwise account number (which I will put on the invoice). I have monthly retainer clients so curious if I can select to "add" the paypal button to specific invoices or if I choose to pay with paypal, then the paypal button is on every invoic…
    Lizzie 12 views 1 comment Most recent by JamieD April 13, 2019 8:48PM
  • Is there any option that we can change the preset invoice and estimate styles with a custom made. Has anybody done it
    granda 135 views 7 comments Most recent by JamieD April 13, 2019 8:35PM
  • ****Hello, I would like to clarify why when i record a payment to a bill, then i split that payment to categorized products to customers; it will show that the bill is not paid. below i include a transaction been paid but it shown in the bills not paid can any one help how i can do that and still the bill shown as paid.
    Tameem_ALZOABI 8 views 1 comment Most recent by alexlewiszarkos April 11, 2019 4:23PM
  • need to be able to send invoices to more than one email address at once without manually adding those emails at the sending stage - I want to have multiple email addresses attached to each client I am invoicing.
    noboundariesvi 24 views 2 comments Most recent by jswhetstone April 8, 2019 8:28PM
  • When I first started using this today for my monthly recurring invoices, the invoice numbers started with 1,2,3, etc. I contacted support and asked about a way to start where my last invoicing system left off, or at least start with invoices of 1000001 or something like that. I was told that there was no way to do that and there was no way they co…
    kevinfreels 13 views 3 comments Most recent by robolist April 3, 2019 8:28AM
  • I know the estimates have a few less features than invoices (like not being able to duplicate or save as a different file name), but is there a way to move the line items on an estimate? I would like to group similar line items (labor, materials, subcontractors) together for ease of client understanding. Often times, I am working on a bid and stil…
    TAAConstruction 21 views 3 comments Most recent by jmbowles78 April 2, 2019 6:48PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 261 views 13 comments Most recent by msuprana April 2, 2019 4:50AM
  • It would be nice if there was the ability to attach internal notes (which are only visible to our staff and not the customer) to invoices or customer statements, because in many times we customers or payments that we want to explain a bit further by adding such notes or memos to them.
    lcslebanon 281 views 46 comments Most recent by Ayde March 30, 2019 7:08PM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 105 views 19 comments Most recent by Kam_Brainch March 29, 2019 9:54PM
  • 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 "Appro…
    lterenzi 458 views 38 comments Most recent by SavvyMatthew March 29, 2019 8:04PM
  • Sales->Customers The resulting list is really hard to quickly sort through because the contact name and business name are forced into a column that looks to be only about 6 characters or 1" wide. I currently see only 2 customer contacts on my screen because the text forces the rows to continue to take up screen space. It's really helpful …
    czyadgrl 7 views 1 comment Most recent by JamieD March 28, 2019 4:20PM
  • Is there a way in the existing platform to create customer groups? So that I can easily see all the customers in that one group, rather than having to look through the full list?
    KelAsp 24 views 3 comments Most recent by KelAsp March 25, 2019 9:15PM
  • What do the numbers in Cash Outflow relate to? I've created five invoices, and the total I've invoiced for matches up to Net Cash Change, but I dont understand why there is anything in Cash Outflow. This also affects the figure in Cash Inflow.
    Sara_the_dog_runner 9 views 1 comment Most recent by Samd March 21, 2019 7:10PM
  • Hello, I'd like to submit this feature request to make it easy to download and print paid invoice receipts. Right now, I can only send them via email, which is great, but many clients require I bring a printed receipt when I pick up the check for payment. I am currently printing the receipt web page view into PDF which is not ideal as there'…
    Starik70 9 views 1 comment Most recent by JamieD March 20, 2019 9:09PM
  • Hi, I am having issues with how to deal with the wave payments as it is not editable, all fields are shaded including the bank account, and categories. I have tried doing a journal transfer from the Pay by Wave account to the bank account but the balance is still not right? What am I missing here, taking a while to get my head around the new cha…
    triggK 9 views 1 comment Most recent by Zoe_caff March 19, 2019 7:38PM
  • Dear Support I am able to convert Estimate to Invoice. But then i see the Estimate still showing in my list of Estimate. Is there a way like once an Estimate is converted into Invoices, then that Estimate not to show again in the Estimate list ? Zibran
    ahmed 54 views 9 comments Most recent by aschafer14 March 19, 2019 2:51AM
  • I have been unable to locate a way to change the layout of the emails that customers receive their invoices and payment receipts in. Is this possible? I am aware that the logo can be customised as well as some of the text. However, If not I think it would be great if we could also customise the layout.
    Kesamo 25 views 3 comments Most recent by Zoe_caff March 15, 2019 11:57PM
  • Every time I print an invoice a blank page is also kicked out with each print. When printing a single page invoice the printer prompt always says it will take two pieces of paper. It prints the invoice and then kicks out a blank. To stop it I have to click in the page selection box and tell it to only print page one. Any idea as to why this is hap…
    prideofgumbo 24 views 4 comments Most recent by Ryan_W March 15, 2019 11:23PM
 
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