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 272 views 27 comments Most recent by AndrewBrown April 3, 2020 7:59PM
  • 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 147 views 9 comments Most recent by ICS_Sean March 31, 2020 11:14PM
  • When will these be added? Standard for accounting software ..
    GCFN 2 views 0 comments Started by GCFN April 5, 2020 3:42AM
  • 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 25 views 6 comments Most recent by Michael21 April 4, 2020 8:05PM
  • There is no indication if you have sent the recipt for payment. When you go the tje invoice you can see payment date When you send recipt can tje send recipt link change colour and a recipt sent date be added. I have to track the manuall in another spread sheet it is a pain Over all wave is really helping Will
    JugsS 4 views 0 comments Started by JugsS April 2, 2020 10:22PM
  • Is there anything available to create an order form with available products/services which can be sent to clients?
    Judit 82 views 3 comments Most recent by bestrongpomade April 2, 2020 9:33PM
  • Hi, Our ministry of finance requires that we state out VAT value in alphabets alongside the numeric value. Can that be added to the template as an option?
    Louieid 6 views 1 comment Most recent by QaisE April 2, 2020 7:39PM
  • 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 536 views 46 comments Most recent by EntWorks April 2, 2020 4:26PM
  • I run an IT consulting business and I need a way to send the details of all hours worked with the invoice. I know I can save the invoice as a PDF then send it myself with the hours tracking Excel sheet I need to add but that's not a great experience and it could be streamlined by allowing attachments to be added to invoices.
    nana4tay 6 views 0 comments Started by nana4tay April 1, 2020 6:47PM
  • HOW CAN I ADD SALES PERSON IN EACH INVOICE SO THAT I CAN CALCULATE EACH SALES PERSON'S COMMISSION.
    RISHABH_12 87 views 5 comments Most recent by ConnorM April 1, 2020 6:10PM
  • Hello, Sorry if I am duplicating this question, but I can't find the answer I am looking for. If I buy a 10kg pocket of Potatoes, Sifra Variety, Large Medium in Size and 1st Grade, also known as "Potatoes - Sifra - Large Medium - 10kg" as an Inventory Item, for R60 from a Vendor you have setup in Wave. I then sell this item to a clien…
    BenjaminPJ 5 views 0 comments Started by BenjaminPJ April 1, 2020 9:47AM
  • Hi guys, Could you change the wording"Invoice date" to "Date" on the invoice template. This is because, I am using the invoice template to issue the credit memo as well to my client. It is confusing that the date is called "Invoice date" . Plus if you issue and invoice it is not really matter to call it just "…
    Pigeonwishes_Ltd 7 views 3 comments Most recent by AccountsPro April 1, 2020 9:19AM
  • hi there . i need help i have being using the software to make invoices for about 1 year. its the end of my financial year so i need to send all my invoices to my accountant , where do i find them and how do i go ahead with this process
    hassen 6 views 4 comments Most recent by AccountsPro April 1, 2020 9:12AM
  • I have some clients who have multiple unpaid invoices and would like to pay them all by credit card. Instead of them or I charging their card multiple times as they pay invoice after invoice, it would be nice if there was a way for them to collectively pay all their invoices in a single, combined payment. I realize I could delete the invoices an…
    JoshS 20 views 2 comments Most recent by ICS_Sean March 31, 2020 11:57PM
  • 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 503 views 20 comments Most recent by JessG March 31, 2020 7:07PM
  • 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 93 views 5 comments Most recent by ConnorM March 30, 2020 6:35PM
  • I can't see any way to manage my settings as a customer. A business is billing me and I'm set up for autopay so it just comes out and I can't stop it. How do i stop it? Is there a pay platform for customers? can someone send me a link? Wave has no customer support and no platform for customers that I can find? Thanks!
    HanWinogrond 7 views 1 comment Most recent by AccountsPro March 30, 2020 9:34AM
  • I m importing all my customers data in a CSV Template which is provided by wave. But it is not uploading showing an error. What I need to ask that what will be my Country (Pakistan) ISO Code which we need to enter in the CSV File. I have uploaded the file without Country and Currency. it gets done but than I have to individually enter both count…
    Hussain 10 views 1 comment Most recent by BarsinA March 26, 2020 5:05PM
  • 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 504 views 4 comments Most recent by nicoledt March 26, 2020 12:43PM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 487 views 38 comments Most recent by Chirpie March 25, 2020 8:21PM
  • The Customers screen is the most lacking GUI in Wave. I think all of the other screens have a filter. What I can't do in Customers screen, but should be able to do: 1. Sort and filter by column heading 2. Search for a specific customer 3. click on the customer's line to view the record (like invoice list can) 4. Set an hourly rate based on custom…
    volkswagner 30 views 4 comments Most recent by BarsinA March 25, 2020 5:10PM
  • Please allow sorting of entries by clicking on the column headers e.G. in Receipts. It would make my life so much easier. Also a search button would be awesome like in a filter.
    Thorian 20 views 6 comments Most recent by QaisE March 24, 2020 6:24PM
  • hi, how do i upload a sales report/log exported from POS (excel file) upload to sales in wave?
    stevewan 7 views 1 comment Most recent by ConnorM March 20, 2020 5:04PM
  • Hi, i generate around 400 invoices a month. is there an easier way to mark them as paid other than clicking on each individual invoice one at a time? any help would be very appreciated! thank you in advance.
    NextLevelDetail 247 views 4 comments Most recent by ConnorM March 20, 2020 1:15PM
  • This is very frustrating. Invoices do not have a place to show the customer account number. If I view a customer, it appears in the "More" section but there appears to be no way to add this to the invoices when generated. At least on the recurring billing which is what I use almost exclusively. I've taken to manually adding it behind the…
    kevinfreels 320 views 2 comments Most recent by SuperC March 20, 2020 5:17AM
  • I would like to be able to reorder line items on estimates.
    d0paminefiend 406 views 63 comments Most recent by ConnorM March 19, 2020 8:13PM
  • It would be really helpful to have more information to distinguish items in the list of estimates or invoices. For example I have just sent 10 estimates to one client for work at different sites. If I could see which are which that would be really helpful e.g. including the sub-heading as a column and / or the memo as a second line. Thanks, Jo
    jopedder 7 views 0 comments Started by jopedder March 19, 2020 5:59PM
  • 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 1.1K views 43 comments Most recent by Vernita March 19, 2020 9:43AM
  • It would be great if we could pass known variables to a customized invoice template. For example, I have a few folks that I invoice separately for different companies. Rather than just sending with the standard subject line that comes across as something like "Invoice #10 from MY COMPANY", if I could customize that line in the invoice …
    mgallant 195 views 12 comments Most recent by ConnorM March 18, 2020 7:01PM
  • Hello, How do you create a discount on recurring invoices? That feature appears to be missing.
    ShaneSolo 15 views 1 comment Most recent by JordanD March 17, 2020 4:31PM