Sales & Invoicing Feature Ideas

 

Discussion List

  • (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 103 views 1 comment Most recent by Alexia April 4, 2018 7:45PM
  • 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): 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 appreciate y…
    joann3w 267 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 472 views 2 comments Most recent by Mika_9 March 15, 2018 7:24PM
  • 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 21 views 1 comment Most recent by Alexia March 12, 2018 7:11PM
  • 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 792 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_ 13 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 376 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 25 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 463 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 77 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 33 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 27 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 52 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 34 views 1 comment Most recent by Rahim February 23, 2018 8:56PM
  • How can I change a font size of Title?
    sagarg 1K views 1 comment Most recent by Alexia February 20, 2018 7:12PM
  • I can't find the option. Use case is that no longer need it our created it incorrectly.
    steve99 1.1K views 64 comments Most recent by MariaM February 20, 2018 5:00PM
  • Is there any way i can make this setting permanent ? Each and every invoice i have to click on 'Show Additional Options' to send a copy to yourself or attach the invoice as a PDF.
    Ursula 12 views 1 comment Most recent by Alexia February 9, 2018 2:18PM