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 74 views 5 comments Most recent by tsjworx December 5, 2019 12:58AM
  • 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 6.6K views 95 comments Most recent by BarsinA December 12, 2019 3:07PM
  • I would like to be able to reorder line items on estimates.
    d0paminefiend 242 views 58 comments Most recent by MaharaniDesigns December 12, 2019 12:09AM
  • Is there any option that we can change the preset invoice and estimate styles with a custom made. Has anybody done it
    granda 328 views 17 comments Most recent by AlexL December 10, 2019 7:39PM
  • Hi Wave Apps it's great, but I would like it to have a section that shows the account manager details like full names, email, cell number.
    Given_XBS 3 views 1 comment Most recent by AlexL December 10, 2019 7:24PM
  • 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 5.2K views 121 comments Most recent by Saul December 10, 2019 5:30PM
  • 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 816 views 39 comments Most recent by BarsinA December 10, 2019 3:24PM
  • Prepayments are great, we can use them for the LayBy payment system that is widely used in South Africa.
    AccountsPro 1 view 0 comments Started by AccountsPro December 10, 2019 11:34AM
  • Is there a way to view reminders that have been sent to clients? I thought I setup automatic reminders, but I can't remember, and I don't want to manually send a reminder for payment if the client already just received an automatic reminder...
    PackWeb 201 views 16 comments Most recent by EMily_2105 December 10, 2019 9:07AM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 333 views 36 comments Most recent by BarsinA December 9, 2019 7:49PM
  • 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 30 views 24 comments Most recent by AlexL December 9, 2019 7:37PM
  • Please add this to the queue, it is starting to become a headache. Thank you!
    deyamiraphotography 355 views 9 comments Most recent by BarsinA December 9, 2019 5:07PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 667 views 29 comments Most recent by JordanD December 6, 2019 8:50PM
  • Hi, I have been getting a hard time creating profoma and follow up on all customers i sent profoma. Can wave Add this feature already? Or am i the one who don't know where its hidden? Kindly assist.
    theobbm 641 views 7 comments Most recent by JordanD December 6, 2019 4:55PM
  • how do I add column to invoice template
    Brain_123 756 views 73 comments Most recent by AlexL December 4, 2019 10:40PM
  • Hi! I'm from Philipphines. Is there a way to set-up a negative Sales tax on Invoice? This is to reflect Income tax withheld by Customers.?
    Infinit 19 views 3 comments Most recent by Infinit December 4, 2019 12:06AM
  • Hi I want to be able to add QR codes at the bottom of the invoices so that its easier for my clients to scan and make the payments Is there any way to add QR codes to the invoice either as image or as an HTML code?
    Ritika 174 views 3 comments Most recent by Avrick December 3, 2019 7:40AM
  • Hi I’d love to be able to set a preset message when sending invoices, estimates and receipts when sending through waze. At the moment I have text that I cope and paste in. Thanks
    F3rritt 6 views 3 comments Most recent by BarsinA November 29, 2019 10:36PM
  • 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 865 views 51 comments Most recent by JordanD November 28, 2019 6:44PM
  • 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 418 views 31 comments Most recent by mregni November 27, 2019 7:43AM
  • Hi All, Not sure if there is a thread for this but I couldn't find one. I have a customer where the SHIP To location changes every time, unfortunately, when you change the delivery address for one invoice it changes it for all past invoices as well. Is there a plan to allow multiple delivery locations? Outside of saving each invoice then editing …
    JDAHire 11 views 2 comments Most recent by mikew November 25, 2019 5:49PM
  • 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 305 views 17 comments Most recent by douglaswebdesigns November 24, 2019 11:13PM
  • Does anyone know how to get the customer's email address to NOT show up on the invoice? I don't see how to do that in settings....thanks in advance for any help
    JennKo 9 views 1 comment Most recent by AlexL November 22, 2019 4:22PM
  • Good Day Admin Please could you let me know if there will be a Delivery Notes option added at some stage. This is something that we would use on a regular basis. Thanks so much in advance :)
    Lisa_7206 8 views 9 comments Most recent by Lisa_7206 November 21, 2019 6:02AM
  • Hi, I am new to Wave and just getting used to the great service. I am looking for a way of creating an end of month statement for multiple invoices for each customer. I see a link ' Customer invoices' coming soon. Is this the only way of doing it? Thank you in hopeful anticipation.
    GreatBakes1 11 views 1 comment Most recent by ConnorM November 20, 2019 10:29PM
  • 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 15 views 1 comment Most recent by ConnorM November 20, 2019 6:44PM
  • Whenever I enter payments and transactions, the default "Payment Account" is the cash on hand account, which I very rarely use, so I have to manually select my bank account every time (and sometimes forget to do, which causes confusion and later editing). Is there a way to change the default "Payment account" selection to a ba…
    naggs 134 views 6 comments Most recent by ConnorM November 20, 2019 6:41PM
  • Hello wave team, After using the service for a couple weeks now, I have started to enjoy the experience but I think there are a couple things that would make the overall experience much more powerful and easier to use. * Allow us to add new columns on the invoice dashboard page that can show more information related to the invoices. Since our bu…
    Knowa 7 views 1 comment Most recent by ConnorM November 20, 2019 6:37PM
  • Hi, I generally love Wave and have been using it for a while. There are a couple of niggles I don't love. First, when it converts to invoice it converts as is. What I mean is that it also converts the header, footer and notes. What I'd really like is for it to bring the table over but use the invoice defaults set in the invoice editor. Because r…
    LiveFuse 10 views 1 comment Most recent by AlexL November 18, 2019 3:34PM
  • 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 146 views 9 comments Most recent by Dedric November 14, 2019 11:05PM