Sales & Invoicing Feature Ideas

Discussion List

  • Hi there, I'm not sure if I'm on the right forum but I wanted to know whether there was a way of making my company logo larger at all? I've tried resizing and uploading as a bigger jpeg but it doesn't seem to make any difference. It's coming up too small compared to the wording on the right and doesn't look right. Any help would be greatly appreci…
    MHI_BH 188 views 3 comments Most recent by Barsin June 19, 2019 8:43PM
  • Current date format is month/day/year. How can I change to day/month/year ?
    StevenChen 289 views 4 comments Most recent by JamieD June 19, 2019 5:31PM
  • I would like to add a snapshot of a conversation where a company requests a loan, an employee asks for advance payment, a customer promises a late payment and finally the receipt itself on the journal transaction that I create. Some apps in the market already have this. Can you tell me if this is a planned feature yet or nowhere in the near futur…
    Anagros 20 views 1 comment Most recent by JamieD June 17, 2019 4:26PM
  • I have a client who likes to pay me in advance, and I just bill all her invoices to that pre-payment. Is there a way to create a credit memo where when I create an invoice for that customer, I can use the credit member to pay it?
    HuskyLogic 176 views 1 comment Most recent by JamieD June 15, 2019 1:30PM
  • Is there a way to make your invoice say due upon receipt instead of the date there
    Daz187dc 90 views 1 comment Most recent by Barsin June 13, 2019 8:39PM
  • gengen
    Hello, Can we please have the option to customize the invoice reminder emails in the same way we can customize the invoices? Thank you.
    gen 154 views 7 comments Most recent by gen June 11, 2019 7:26PM
  • PYPPYP
    Many of my sales are conducted in cash, and rendered at the time the service is complete. I have no need to invoice customers. How can I record a sale, without having to make an invoice? Is there a receipt option instead?
    PYP 20 views 2 comments Most recent by Rahim June 4, 2019 6:32PM
  • Not a big request I'm sure, but I have several invoices that are currently involved in a legal battle for payment. I would love if there was another status/tab for invoices I can move there which are undergoing a 'issue' of some kind. That way the 'unpaid' tab can be with invoices still pending payment, and those in the 'dispute' tab for example…
    MartinCA 35 views 2 comments Most recent by Rahim June 4, 2019 6:24PM
  • Is there a way to search for a specific invoice via the order number or any other text in the invoice? I only have one client that I subscontract to.. and they often ask me to resend an old invoice... Currently I'm having to guess the date and open many invoices before I find the correct one... It would be so simple to just search for the ord…
    racer 443 views 10 comments Most recent by JamieD June 4, 2019 5:03PM
  • hi please can you tell me how to add my bank details to my invoices other than typing in the notes section.
    colin_fitzgerald77 200 views 1 comment Most recent by Marshall June 3, 2019 5:22AM
  • Is there a way that i can search for a customer based on the phone number? I deal with a lot of customers and currently I have to open several customers before i find the right one just due to name repetition. for example i have about 30 Mohammad's as customers. 6 Grace's 8 Ady's etc. Which means I have to go through all of them until i find the r…
    Bree 45 views 2 comments Most recent by Bree June 1, 2019 6:52PM
  • I know this is something that has been asked before, but let me open the scope of its importance. PROBLEM For customers of Wave who have a large number of stock codes, the configurations maybe are repetitively grouped together. To prevent having to re-add all the items that exist on another estimate over and over seems like an improvement worth …
    dane 461 views 59 comments Most recent by Kevin Kelly May 30, 2019 4:13PM
  • Please implement Bold, Italics etc on invoices. Even if its only on the notes. It would be nice to Bold one line so it catches the eye easier and make sure clients take note of it.
    Loman 524 views 11 comments Most recent by MiasSteenberg May 29, 2019 1:44AM
  • Is it possible when you have linked your bank account to Wave for it to recognise when an invoice is paid based on the payment details such as the client's name? I would like to know this before deciding to link the bank account. I would like to you use the automatic remind feature on the invoices but I'm worried I will forget to manually log tha…
    Amelia 37 views 1 comment Most recent by Samd May 27, 2019 9:32PM
  • Good day. I am new to Wave. How do I add more than one email address to the customer details if I need to send the invoice to more than one person at that company. THank you
    Masihule 17 views 1 comment Most recent by ZoeC May 24, 2019 7:49PM
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System Closed 4.8K views 176 comments Most recent by Samd May 24, 2019 7:27PM
  • One of the features I love about Wave is the Receipt app. It makes it super easy and convenient to track expenses on the go. Now that I have a couple of sales reps incurring expenses while they are on the road, I'd like to extend the Receipt app feature to them without giving them full access to the company's financials. So my feature request i…
    Starik70 58 views 2 comments Most recent by Starik70 May 9, 2019 12:40PM
  • Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate them
    BWI_ 33 views 8 comments Most recent by Oliver_umpp May 8, 2019 4:35PM
  • I have spent a day trying to determine why there is cash outflow generated on my cash flow reports. After hours googling and then looking through the forums it appears other people may have the same issue. What I have discovered is the "outflow" directly corresponds to the 'discount' I have given clients in specific invoices. Wave seems …
    Diatad 56 views 2 comments Most recent by Diatad April 29, 2019 4:41PM
  • Dears Wave's team as non profit business I still examining this software and for non profit accounting it is important to have extra classification for the income and the expenses this can be added in many ways 1- make product and services provide sub items/services , this can help to classify the services as restricted or unrestricted for the e…
    eyadkat 29 views 1 comment Most recent by Charlotte April 22, 2019 9:19PM
  • We're having constant difficulty with our Invoices and Estimates as seen below. This forces us to take a single product and spread it over multiple 'products' in order to include all the pertinent details, resulting in very unprofessional looking Estimates and Invoices. Please fix this. We've temporarily moved to Zoho for our Invoicing & Est…
    motorambler 66 views 9 comments Most recent by AffordableFix April 22, 2019 2:54AM
  • 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 43 views 1 comment Most recent by JordanD 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 ver…
    vannemic 87 views 1 comment Most recent by Ryan_W April 18, 2019 6:43PM
  • 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 380 views 7 comments Most recent by JamieD April 17, 2019 3:44PM
  • Hi I want to add another JPEG to my invoices in the body of the invoice right at the bottom. I have a company that protects me from clients that don't pay but i just want to make their logo visible on my invoices so everyone can see i am protected by them please. How can i add the logo to my invoices. Morne
    Morne_07 18 views 1 comment Most recent by JamieD April 15, 2019 9:31PM
  • 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 ev…
    Lizzie 176 views 1 comment Most recent by JamieD April 13, 2019 8:48PM
  • I live in the UK and I'm self-employed, so I'm registered with a UTR number but not VAT. I'm new with Wave and I'm trying to make my first invoice. I just connected my bank account and I was about to activate bank payments but the format shows a VATn° section but not UTRn° section. It seems like not suitable for self-employed not VAT registered. …
    CorinnaL 69 views 2 comments Most recent by CorinnaL April 13, 2019 7:02PM
  • Would anyone know how to resolve this? A customer mistakenly double paid on an invoice, so I refunded them, which shows in transactions (bank account is linked). In order to balance this out I allocated the full payment to the invoice, and then merged the deposit with the invoice in transactions. However, how and where do I allocate the refund to …
    ElevationTECH 18 views 1 comment Most recent by JamieD April 12, 2019 11:40PM
  • Hi all. I need to be able to create a purchase order which I then send to the supplier as confirmation of my order to them. How do I go about this as all I see is Bills which is not what I require? Thanks,
    bruskieza Closed 10.6K views 104 comments Most recent by Barsin April 12, 2019 7:49PM
  • ****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 (Image) can any one help how i can do that and still the bill shown as paid.
    Tameem_ALZOABI 70 views 1 comment Most recent by AlexL April 11, 2019 4:23PM