Sales & Invoicing Feature Ideas

 

Discussion List

  • I do not know if this feature exist but it is something that I am sure manu business would enjoy. A lot of times (my business obliged), I produce an invoice that's particularly large, and a customer asks if I can spread the balance due on that invoice across multiple billing periods. To accommodate this customer, I would like to split the invoice…
    JonathanHH 34 views 2 comments Most recent by davidmark November 17, 2021 3:58PM
  • For the last week I've been using the App to search for invoices by customer name. Why does the 'best match' not show up first in the filtered list as I type the customer's name. Instead the list shows every customer with any combination of the letters I type. The result is a longer list that I have to scroll though to find the correct match. …
    JalaQ 5 views 0 comments Started by JalaQ November 17, 2021 1:58PM
  • SriSri
    Why bills list table not showing due date for each bill. That will be good feature to see due date and highlight in red color if past due like invoice.
    Sri 5 views 4 comments Most recent by KLS_Mega November 12, 2021 6:13PM
  • MNEMNE
    Hi there. I'm new to Wave. I provide legal services to clients (am an attorney), and often need to submit filing fees to government offices, for which I bill the client. How do I accurately record these payments on invoices, so they don't show up as payments to me?
    MNE 10 views 6 comments Most recent by MNE November 11, 2021 4:19PM
  • I have not found an allocation for discount option. can this be incorporated? especially once a client has paid you in cash and they are short the invoice amount by some change?
    akchamia_001 500 views 10 comments Most recent by 1n_Style_Blind5 November 11, 2021 12:20PM
  • 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_ 89 views 13 comments Most recent by Trava November 10, 2021 7:33PM
  • Hi, just wanted to know if I can upload multiple receipts (via the app, email or scanning) to a single payment transaction.
    LamiGujarati 268 views 2 comments Most recent by Andy53 November 7, 2021 1:41PM
  • 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 590 views 8 comments Most recent by J_F November 5, 2021 7:01PM
  • Preferably, I would like the ability to effective date different types of transactions - like a Customer row. We are a small Homeowners Association and so we typically know when a house is sold and who the new owners will be...etc. So it would be nice to go into Wave and provide an effective date for when the old owner is no longer "effecti…
    GrantWHall 56 views 4 comments Most recent by APOATreasurer November 3, 2021 7:04PM
  • Is it possible for waveapps to create a client portal, so they can be able to download their own invoices, a statement and see their overdue invoices, partial payments? They would really reduce accounting admin.
    Given_XBS 356 views 8 comments Most recent by RoninBuildersLLC October 25, 2021 3:15PM
  • Hi , Whats the quick way of deleting multiple customers at once ?
    Yking 318 views 6 comments Most recent by SpeedGeek October 23, 2021 4:39PM
  • Please add ability to have both time and quantity based service and product rates
    LAYERc 6 views 3 comments Most recent by LAYERc October 22, 2021 7:11PM
  • 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 73 views 3 comments Most recent by Mr_123 October 21, 2021 1:39PM
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    flatbelly577 9 views 0 comments Started by flatbelly577 October 19, 2021 10:45AM
  • Is there a way to save payment terms by Vendor. For example, I have two Vendors (say Vendor A and Vendor B) that we invoice. Vendor A's payment terms are 30 days but Vendor B's payment terms is 45 days. I can set a default for payment terms for invoicing (say 30 days) however I have to go in and manually change the payment terms for invoices sent …
    skardamaplefarms 26 views 3 comments Most recent by HelpIfICan October 18, 2021 8:05AM
  • I would like to have the ability to segment customers. Some customer accounts go "inactive" but you may not want to delete them. Another use case would be grouping active customers. I think this may be handled with something like tags. This allows Wave to be somewhat sector-proof. Any business can customize Wave to fit their needs. Eith…
    teewreh 8 views 1 comment Most recent by HelpIfICan October 18, 2021 5:41AM
  • I tried separating 2 emails with a comma for my customer's contact details. I know I can add second emails when sending invoices, but most of my invoices go out automatically and this customer would prefer to get emails to 2 inboxes.
    OutLoudStudio 54 views 4 comments Most recent by PeteC October 15, 2021 1:47AM
  • Wave should record each occasion an invoice is sent or re-sent, or a reminder is sent. In each case, to whom, whether it was viewed, etc. This is important for chasing unpaid invoices to be able to show all the occasions on which the customer received the invoice again.
    Virgil 251 views 4 comments Most recent by HugoM October 12, 2021 10:11PM
  • I'm wondering how I could edit phone, subtotal, etc. to put them in French? Also, how I could do the traduction of the email send with the invoice? Thanks, Martin
    Martin 697 views 3 comments Most recent by Martin October 10, 2021 11:39PM
  • Hello, I live in Switzerland and i must send invoices in different languages, never in English. I can customize most texts but i can't change the most important ones, for example: * "BILL TO" text above the customer, * "Total" text under the items * "Amount Due" text * "Invoice Number" text * "Invoice…
    Fieel 960 views 38 comments Most recent by may01 October 10, 2021 3:13AM
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    vertigo506 3 views 0 comments Started by vertigo506 October 8, 2021 11:30AM
  • We have customers that use multiple service address's with one billing address. We do roofing repair and have contracts with community management companies. I can not bill multiple addresses at the same time because every time I bill a new one it changes all previous invoices. I also lose all record keeping since it does not lock into each one. We…
    broofer 10 views 0 comments Started by broofer October 6, 2021 1:42PM
  • I realize this feature wouldn't (on the surface) generate any additional income for Wave, but there have been multiple requests, and I'm sure folks would be willing to pay a little bit for this feature, rather than move to another platform. I love that Wave is incredibly easy to use, and I know it would be a draw to far more people if it had this …
    hickorysmoke 314 views 15 comments Most recent by ianscottgroup October 6, 2021 1:38PM
  • Currently adding a person to the send list of an invoice acts as a blind carbon copy BCC. I often need to send an invoice to an accounts department but CC the person who liaised with the job. The problem is that one party doesn't know if the other party has also been sent the invoice causing confusion. It's easy to add an other person to send the …
    Wonder 654 views 8 comments Most recent by cesauve2 September 29, 2021 5:23PM
  • I recently discovered that we're not notified if a recurring payment fails. I spent some time with customer support via chat (Carlos is awesome, BTW) and learned that it's intentional that we don't receive alerts about that. The only way to know a recurring payment failed is by reviewing your recurring invoices or outstanding invoices regularly. …
    MindfullSolutions 8 views 1 comment Most recent by ynkesparkle September 29, 2021 10:37AM
  • Is it possible to change the wording of your payment reminders?
    Berhoz 532 views 25 comments Most recent by Cyberklutz September 27, 2021 2:33PM
  • Hi, I've just moved over to Wave from Zoho, great product, nice and simple, but can't see a way to have bills/outgoings set-up on a recurring schedule. Items such as web hosting, rent, internet costs, etc., are the same each month. Right now it looks as is I need to manually create the same bills each time. Is there any way to automate this? Is i…
    adam_akson 26 views 4 comments Most recent by APOATreasurer September 24, 2021 2:26PM
  • Hi Is it possible to send one invoice to several different email addresses at the same time, via the iPhone app? I have a new customer that requires a copy of all invoices be sent to other departments. Is it possible to set this up within the customer tab, so it happens automatically every time? Thanks. Mark
    MarkSmithR9009 9.2K views 237 comments Most recent by Unhappycanuck September 23, 2021 5:33PM
  • Hi. I'd like to remove the payment due date from my invoices. Can anyone tell me how to do this please? Many thanks.
    Handyann 325 views 12 comments Most recent by Divineto September 21, 2021 5:38PM
  • I have a client that is paying a recurring invoice by credit card. He would like to do it by ACH. I know I can switch to manual payment then he could use the bank routing and account numbers to do ACH, but will he be able to set this up so it will be paid automatically like the credit card does now?
    petes 317 views 6 comments Most recent by sean_d September 16, 2021 5:50PM