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 435 views 44 comments Most recent by AsheAUS July 10, 2020 6:07AM
  • 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 189 views 10 comments Most recent by Virgil April 15, 2020 10:29AM
  • Hello Wave, We have been blown away by Wave's capability and ease of use.. One little feature that seems an ommission is a field in Customer Details where one can input the Customers' VAT Registration number (Sales Tax Reference Number) In the short term we are inputting this information in the Customer Contact Person Fields but as our business…
    Kuagiza 9 views 2 comments Most recent by AsheAUS July 10, 2020 6:01AM
  • I've looked online and all articles I've found are about setting up invoice reminders for customers. What I'd like to do is get a reminder when a customer's invoice is due because I can't remember those in my mind for every customer. Is this possible? If not, How does everyone approach this?
    jays 2 views 0 comments Started by jays July 9, 2020 3:48PM
  • 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 9.6K views 148 comments Most recent by Nilcha July 9, 2020 1:29PM
  • Hi Currently, we are able to edit for setting for invoices and estimates. But we cannot edit the setting for Statement. Will be useful if we can do that.
    KaffeeKultur 4 views 0 comments Started by KaffeeKultur July 9, 2020 10:23AM
  • 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 633 views 7 comments Most recent by Simple_Solutions36 July 9, 2020 8:37AM
  • I think it would be helpful to allow a payment schedule attached to each invoice; one that can be completely customizable. For example, we can choose that the total balance of an invoice would be broken down into 4 payments (with the option of choosing each amount or making it equal amounts) due on specific dates (with the option to have the payme…
    beautyartdistrict 5 views 0 comments Started by beautyartdistrict July 9, 2020 6:06AM
  • I would like a field where I can put in the cost of an item and the markup % to give me my selling price.
    Jacques_Marx73 6 views 1 comment Most recent by ConnorM July 8, 2020 7:45PM
  • Is there a way to customise our receipts for Payments? I'd like to add more default text and not have to type it in every time I sent a receipt.
    Julian_Scouts 5 views 1 comment Most recent by ConnorM July 8, 2020 7:31PM
  • 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 44 views 7 comments Most recent by Miss_Dori_Tutoring July 6, 2020 11:29PM
  • 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 1.2K views 58 comments Most recent by ductilestudios July 6, 2020 9:45PM
  • Hello, loving your software, thank you! Is there a way I could please customize the emails that get sent with the invoice and the payment receipt email? I know you can type in every time you send one, but I'd rather type it once as a template and have that sent with every one. Many thanks
    Momof3 12 views 1 comment Most recent by ConnorM July 6, 2020 8:07PM
  • Hi, I searched before posting but wasn't able to find the answer. I would like to add another payment method to the existing list but I can't seem to find out out to do it: Referring to step 3 on the invoice. Clicking on the "Record a Payment" button brings up a pop-up and under Payment Method I would like a new option. Can anybody hel…
    gjces 1.2K views 10 comments Most recent by bpate July 6, 2020 5:38PM
  • how to do so
    jfssfinance 3 views 0 comments Started by jfssfinance July 6, 2020 3:02PM
  • I can't count the number of times I have lost hours of work creating an estimate, adding line after customized line of new items/services, only to lose it all because I step away from my laptop for a bit without clicking save. I realize this more of a user error, but it's reasons like this that make an auto save feature so important. Even now, as…
    Ajoat 9 views 1 comment Most recent by AlexL July 6, 2020 2:12PM
  • I guess the title describes the suggestion, but currently in Estimates, each estimate can display "expired", "viewed" etc - but it is quite odd that the estimates that have been converted to invoices don't reflect the conversion. This would be really handy when for example a customer hasn't yet received the Invoice, but they g…
    solosails 12 views 6 comments Most recent by AlexL July 6, 2020 2:06PM
  • We are running a trial on WAVE for SME, but we are missing basic Customer invoice fields like "customer registration number" and "VAT number" - tax field... Any solution for this or possibly free format text fields that could be added to the address fields so additional information can be added?
    Marcelle 28 views 3 comments Most recent by ConnorM July 3, 2020 6:13PM
  • Is there anyway you can change the subject title for a receipt and also set a standard template? I add in a couple of paragraphs whenever I send out a receipt so would be good if it were just automatically there!
    Nicolapew 39 views 2 comments Most recent by baizmandesign July 3, 2020 3:42PM
  • Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
    jgarsena 121 views 7 comments Most recent by JakeJake July 3, 2020 2:08PM
  • Hi. I am wondering if we have the ability to attach a file to our estimate/quotes, then in turn our invoices. E.g. Send an estimate to a client with an attachment of a file/document for them to approve. Cheers
    AbsoluteAU 24 views 2 comments Most recent by Quickbooks July 2, 2020 2:23PM
  • 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 461 views 3 comments Most recent by GreatValueWebsites July 2, 2020 10:47AM
  • Hello, i have signed up for this service, but i have a small problem. I cannot change the date format from the US format to European one, the field is missing. A friend of mine he has this option under ->ACCOUNTING -> Dates & Currency. Any help on that?
    Ioannis Ioannou 2.1K views 63 comments Most recent by Clement_2703 July 2, 2020 2:16AM
  • 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 132 views 6 comments Most recent by JessiG July 1, 2020 7:28PM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 613 views 45 comments Most recent by CallieP June 30, 2020 9:47PM
  • It would be ideal to be able to create a recurring invoice from an estimate. I use this when clients request payment plans or it's a multiple month engagement.
    Meredith_M 6 views 1 comment Most recent by CallieP June 30, 2020 7:58PM
  • 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 880 views 31 comments Most recent by CallieP June 29, 2020 9:53PM
  • Hi, Could i suggest the following features for Wave. 1. On Sales\Invoices\Unpaid, add a selection tick box to the left of each unpaid invoice, and a single button to "Record a payment for all selected invoices", to the value of the full invoice amount, Same Account, Same Payment method for all. And display the sum of the total invoice v…
    Mauritz 15 views 2 comments Most recent by Ferdi June 29, 2020 9:41PM
  • 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 1.3K views 36 comments Most recent by CallieP June 29, 2020 9:20PM
  • Is it possible to have different invoice numbering for different customers. I would want to be able to select the customer, and have the invoice number advance for that particular customer's invoice-numbering scheme.
    Milo 18 views 1 comment Most recent by CallieP June 29, 2020 8:44PM
  • Hello, I love wave apps, and I wanted to connect and add my new credit card from Apple! But I noticed that you don't have that implemented yet. Please add asap. Thank you! https://www.apple.com/apple-card/
    oliveoil109 5 views 0 comments Started by oliveoil109 June 29, 2020 2:04AM