Sales & Invoicing Feature Ideas

 

Discussion List

  • Hi guys, I am a proud Wave user in Costa Rica. Recently the Tax and Revenue Authority introduced mandatory digital invoicing. This has certain technical requests like the ability to generate and xml file and so on. I am wondering if Wave would interested in supporting its Costa Rica users. Currently the other options in the market does not offer …
    TavoJimenez 23 views 1 comment Most recent by Alexia May 9, 2018 7:53PM
  • I would love to see added to wave so I can just write up a special on this or that and send it out when I desire to my customers. You could set it to where we would have to use our own email and smtp server for the transfer. Or a paid fee monthly for this service. I would be overjoyed to pay for.
    kbennett 11 views 3 comments Most recent by Alexia May 8, 2018 6:18PM
  • Hi I run an art gallery, selling goods made by other artists as well as my own. I sell their products less a percentage commission. I have added the artists as 'vendors' and create a bill for each one. When I pay them I want to send them a copy of the bill I have created (before I would have sent a remittance advice to them). Can I do this and i…
    julieoncloud9 56 views 5 comments Most recent by Alexia May 7, 2018 6:36PM
  • Rather than split payments & deposits up in to small pieces that don't match the bank, Wave needs to be able to post multiple payments from one payment or deposit. If I pay a vendor for 3 or 4 invoices at the same time, I have to split that transaction in to several entries and then post each invoice separately. Then when I go to reconcile the…
    randybrown 137 views 1 comment Most recent by Charlotte May 6, 2018 9:26PM
  • Hi, I would like to accept payments via wave. But I cannot find the accept payment button or menu or settings in wave. I have already connected my Capital One account.
    postmodern 25 views 1 comment Most recent by Charlotte May 4, 2018 5:40PM
  • Hello! I would really love if for estimates there was an option for ranged cost. We run a service-based business where people often ask for a ranged estimate to weigh their options, and it’s difficult to pinpoint an exact cost in certain situations since our work is typically hours based. We have to work around how the software is setup and unfort…
    washlahasterfitz 21 views 1 comment Most recent by Alexia May 1, 2018 2:38PM
  • In the settings for invoices I have written my bank details in the footer but when creating an invoice the IBAN NO does not show all numbers but **** **** **** instead. I have to add them manually on every invoice. Anything I can do?
    Lindos 66 views 1 comment Most recent by Alexia April 30, 2018 4:18PM
  • Please make a section separate from clients name and address, where you can add name of event, address, time, and date. This works for alot of occupations because the work maybe performed at a different location other then their billing address. Please 🙏 Please, add this feature!
    TheSkinnyChef 11 views 1 comment Most recent by J_Senn April 27, 2018 5:21PM
  • Dear Sir, Greetings!!! We are your existing customer - Webnoesys IT Solutions LLP with this as registered email id. Consider this as request please from your valuable customers like us. We respect your work, your software and the service you are giving to us for the long period of time. Really Appreciated!!! We just like to know is there any w…
    webnoesys 179 views 6 comments Most recent by jason1234 April 11, 2018 1:24AM
  • Hi, Can you implement a Quotation No. field on the Invoice so customers can trace back to which quotation the invoice is derived from. We can see it but not the customer, through the backend. I understand there is a P.O /S.O field but a Quotation No. field would be useful too.
    jason1234 21 views 4 comments Most recent by jason1234 April 9, 2018 1:19AM
  • How do I print my bank details on each invoice without typing them out each time in Notes?
    Heather2301 1 view 1 comment Most recent by ItsJenna April 4, 2018 8:07PM
  • (note to other users: this was written in Wave's preferred format, see last paragraph for the ask) Our business provides support to the hardware that makes websites go. Boutique hosting, infrastructure support and monitoring, DevOps are different ways to describe what we do. We have several clients on an annual contract, for which they pay a mont…
    Brandi 46 views 1 comment Most recent by Alexia April 4, 2018 7:45PM
  • (I posted this in Using Wave as a question, but am also posting here as a feature request) Virtually all of my customers are one-time customers. I teach cycling courses and right now I have set up a Customer as "Course Registration" and then I put the person's name in the Notes. However, because the Notes field can't be searched, I have…
    SaferCyclingCalgary 11 views 1 comment Most recent by MicroE March 23, 2018 6:20PM
  • Hi, two questions/suggestions (a) any chance to have an email instead of fax field (or in addition) in the Manage your profile -> Businesses -> Business profile edit page? (b) any chance to have also in the same place (maybe above first line of address field) another field with business registration number? Thank you Cosmin
    cosmin 12 views 1 comment Most recent by Charlotte March 18, 2018 11:39PM
  • Hi is there anyway that i can add gst table summary to the tax invoice? I would like to add the info below (preferably in a table): (Image) I've tried adding to the notes, and when i do, it turns out like this (all close together): GST Summary Amount RM Tax RM SR - 6% RM130,000.00 RM7,800.00 or is there anywhere else i can add? Would appre…
    joann3w 134 views 7 comments Most recent by joann3w March 16, 2018 6:15AM
  • Is it possible to edit the reminder email for overdue invoices - or define your own email template? The default is a bit "rude", and asking for a payment is a very delicate matter...
    techscience Closed 430 views 2 comments Most recent by Mika_9 March 15, 2018 7:24PM
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    NSBMES 175 views 1 comment Most recent by Alexia March 14, 2018 3:03PM
  • Hi, I'm quote new to Wave and finding it really easy to use but is there any way to change the standard message that is emailed with an invoice or receipt, other than changing it every time? Thanks
    tsbekker 2 views 1 comment Most recent by Alexia March 12, 2018 7:11PM
  • Hi, i am unable to add tax column on my quotation, so the amount of invoice didn't tally with the quotation that provided to client. We have to use another quotation software, is it possible to do it on quotation? Thanks.
    RachelPhoa 45 views 1 comment Most recent by Alexia March 9, 2018 9:46PM
  • Hi I am from India, while adding tax amount in each items there is no issues, while printing the invoices it shows the tax in total as in the last line only, Please note that each items are having different tax % rates and our customer unable to get that information. How I can show tax information on each items after printing?
    wintech 529 views 3 comments Most recent by Alexia March 9, 2018 3:08PM
  • If I disconnect a card or acct link will it delete all the receipt pics associated with it.
    Kumacokazumillc1_ 11 views 1 comment Most recent by Alexia March 7, 2018 9:18PM
  • Hello, As a land rule and for external audit, I would like to download and store all the invoice raised to all the customers. (Yes I am aware that collaborators can be added with certain roles) Or Is it possible to archive all the invoice for the Wave defined financial year? Regards
    UHRP3 230 views 4 comments Most recent by UHRP3 March 7, 2018 8:34AM
  • My business provides creative and marketing services and often times I'm creating estimates that include those details. As of right now, I only have the option to put my project summaries and overviews in the "Memo" area, or sending my client a separate document (I choose to include it in my estimates). When the estimate is output the &q…
    zanezibar 12 views 1 comment Most recent by Mani March 6, 2018 7:06PM
  • Is there any way to make some advanced invoice template modifications in order to translate strings to another language or at least to translate exported PDF estimate or invoice? I can now translate exported PDFs with a 3rd party PDF tool but it's not really convenient since changes are not permanent (in case I loose manually translated PDF file I…
    chox 272 views 3 comments Most recent by Alexia March 6, 2018 3:59PM
  • How to add unit of measure of my products?. For example, if I want to add 10 kg, currently, we don't have space to include 'kg'.
    Baranidaran 22 views 1 comment Most recent by Rahim March 6, 2018 3:24PM
  • I need to categorize my products & services for example: Category – Website * Website hosting * Website development * E-commerce Category – Google * Adwords setup * Adwords training * Google my business setup * Google Console setup Category – Products * Router I would like to know when would your payment portal be available in south…
    Adcademysa 21 views 1 comment Most recent by Alexia March 5, 2018 6:16PM
  • Is there a way to include a company's registration number on the invoice? There is no option to fill it in when adding a customer.
    mpougnet 11 views 3 comments Most recent by Alexia March 5, 2018 3:40PM
  • How do I take a deposit from my Shopify website that breaks out as follows and input correctly in wave: Gross sale was $32.98 in that sale $2.03 was sales tax merchandise sale was $25.00 shipping was $5.95 Merchant fee taken from the $32.98 was $1.26 Leaving me with actual deposit into bank $31.72 and what gets pulled over from my bank into wa…
    Foreste1 51 views 1 comment Most recent by Alexia March 1, 2018 9:51PM
  • I recently changed bank accounts and updated these in my invoices, however it only updates for new invoices only. It did not update in set recurring invoices. This was not ideal as I have many recurring invoices that I had to update manually. It would be good to have a dynamically updated 'footer' (where I put payment details) or, if this is prob…
    Wonder 21 views 1 comment Most recent by Rahim February 23, 2018 8:56PM
  • Customer used-to not pay the paisa(decimal) part. They want to deduct the same from Invoice. Please advice how to add the round-off part in Invoice.
    deepakcsingh 186 views 1 comment Most recent by Alexia February 21, 2018 2:49PM