Sales & Invoicing Feature Ideas

 

Discussion List

  • Hi, I am having issues with how to deal with the wave payments as it is not editable, all fields are shaded including the bank account, and categories. I have tried doing a journal transfer from the Pay by Wave account to the bank account but the balance is still not right? What am I missing here, taking a while to get my head around the new cha…
    triggK 54 views 5 comments Most recent by ConnorM October 30, 2019 6:50PM
  • Hello - Has there been an discussion about adding electronic documentation and esignatures to wave (like Docusign, DocHub, RightSignature, etc.)? Currently I'm using another service to do my electronic signatures for rental agreements and leases. It would be nice if it could be included in invoices when they are sent to a new customer. Look forwa…
    mhermsen 350 views 30 comments Most recent by CWI805 October 30, 2019 3:44AM
  • Hi, i would like to request for upfront payment mode (pre-paid). for example, recurring invoice of USD500 per month. Customer would like to pay USD5000 upfront as advance payment that is deductible every month until credit exhausted. i believe the feature is called credit account? Month 1 invoice is USD500 total, deduct from credit (advanced p…
    devalian 1 view 1 comment Most recent by ConnorM October 28, 2019 9:24PM
  • Hello, I love Wave but there is on important feature I miss. The ability to stamp invoices. In my community an non stamped document is not an official one. Why can't Wave allow us to add a stamp. Please, if you also need this feature lest request it. Thank you
    Gurisha 12 views 2 comments Most recent by Gurisha October 28, 2019 1:05PM
  • Hi to All. Is it possible to reflect an outstanding amount due (outstanding balance) from a past invoice in a new invoice for a same customer, so he will pay for an outstanding amount as well ?
    Orkhan 13 views 4 comments Most recent by Orkhan October 26, 2019 6:50AM
  • Hi, We facilitate government transactions for our clients. Our invoices contain the actual invoice from the government agency involved and our own invoice. My question is, is there an option to attach (pdf) the government agency invoice together with the invoice that we create for our clients? I do not see any option that lets me attach files dur…
    tgabarca 3.9K views 129 comments Most recent by SteveisDarnClever October 25, 2019 8:27PM
  • Hi, When I send my invoice to a customer, I want to include the hyperlink to the payment page in the Notes section. I want to make it an active link so that the customer can click straight from the link in the invoice (and not have to copy and paste the link into a browser). Is this possible?
    CCNg 256 views 9 comments Most recent by AlexL October 25, 2019 8:03PM
  • Hey guys, Idk if this works in wave, and I don't know how to use it, but it would be neat if customer pre-payments, were shown in their statement, that way you would know what they actually owe, without having to check the pre-payment account.
    adriand 2 views 2 comments Most recent by adriand October 23, 2019 10:33PM
  • Hello, Just starting out with Wave and love the system so far. I'm in no way a professional accountant and I've tried to set up my Chart of Accounts with the best of my knowledge. I'm confident that I have establish the basics so far. My question would be, is there a way to add a "Customer Prepayment" item into the Invoice and have it …
    bkcchung Closed 11 views 4 comments Most recent by AlexL October 22, 2019 8:50PM
  • Is there a way that you can add a slot for the deposit amount on the invoice after total?
    ASPS Closed 1.4K views 86 comments Most recent by AlexL October 22, 2019 8:48PM
  • I've used Wave Connect successfully, and would like to now update existing items in Products & Services. Currently, an attempt to re-upload existing product names with new details or prices results in "duplicate item(s) will be skipped" message. Is there a method, tag, or data format that will allow the update of existing entries us…
    jetthrusteramerica 1 view 4 comments Most recent by jetthrusteramerica October 22, 2019 12:06AM
  • 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 1 view 3 comments Most recent by ConnorM October 21, 2019 9:28PM
  • I am trying to figure out if there is any way to generate a packing slip through the app...our company needs to include this..does anyone have suggestions?
    Michellef_22 11 views 0 comments Started by Michellef_22 October 18, 2019 12:40PM
  • Thank you for this great platform and service. I've been using it for about a week and it's way better than Quickbooks. I do have a few suggestions that I believe many service providers can relate to. I own a business performing home inspections as well as residential and commercial maintenance and repair. The commercial side of my business, I rec…
    rbwell 91 views 13 comments Most recent by ConnorM October 17, 2019 2:54PM
  • I would l really like to have individual item lines on the invoice numbered. Does anyone know if this is possible?
    DougBatch 4 views 2 comments Most recent by DougBatch October 16, 2019 3:47PM
  • I would like to be able to reorder line items on estimates.
    d0paminefiend 216 views 55 comments Most recent by arnievlz October 16, 2019 9:55AM
  • I am in the process of hiring an employee and I don't have my employee to see any other features of waveapps. All I want is for the employee to be able to generate invoices for customers and record payments. Is it possible?
    gill200s 73 views 25 comments Most recent by AlexL October 15, 2019 8:56PM
  • 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 530 views 24 comments Most recent by JordanD October 15, 2019 8:19PM
  • I am new to Wave and I am wondering if there is an option to upload old invoices that were created before using Wave software? If not, it would be nice if there was the option to create your own invoice, upload it to Wave and send reminders, etc. through Wave. This would also allow people the flexibility to create their own invoices how they need …
    roxis2clvr 53 views 9 comments Most recent by JordanD October 15, 2019 7:51PM
  • 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 558 views 7 comments Most recent by AlexL October 15, 2019 5:56PM
  • Hi, Feature request: allow the upload and storage of the IRS form W9 when creating an Invoice. In my industry a W9 is always required along with the Invoice. When sending an invoice in Wave, if there was a way to include a W9 with an Invoice it would make it much easier to use the invoicing features in Wave and not have to download a PDF invoic…
    TLCINC_18 5 views 1 comment Most recent by AlexL October 15, 2019 5:36PM
  • I have 2 scenarios where time and again, I've wished I could archive Products and Customers. My business doesn't have many repeat customers (or each customer has a shelf life of about a year at the most where I'm billing them multiple times). After several years, I'm now left with a monstrous list of clients to sort through when looking for conta…
    czyadgrl 205 views 49 comments Most recent by cidmoore October 14, 2019 3:02PM
  • Is there a way to view reminders that have been sent to clients? I thought I setup automatic reminders, but I can't remember, and I don't want to manually send a reminder for payment if the client already just received an automatic reminder...
    PackWeb 184 views 15 comments Most recent by Joya October 3, 2019 1:37AM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 576 views 23 comments Most recent by JRL October 1, 2019 10:10AM
  • 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 802 views 23 comments Most recent by PFFFFFFF September 30, 2019 11:23AM
  • My clients have requested that I attach a PDF copy of the invoice to each invoice email I send. Is there any way to automate this? I've been manually checking the option to attach PDF however I forget which requires me to go back and resend. Thanks! Rob
    melbournecreative 21 views 3 comments Most recent by BarsinA September 27, 2019 9:02PM
  • 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 1 view 5 comments Most recent by AlexL September 27, 2019 6:36PM
  • I have a loooong list or recurring invoices. My bank details - which are included in the "Notes" section of the recurring invoices - have just changed. Stupid me was under the impression that updating my default invoice template would logically also update all future (recurring) invoices. That would make sense, right? But no, that seems …
    nadworks 12 views 1 comment Most recent by BarsinA September 27, 2019 5:46PM
  • I have been unable to locate a way to change the layout of the emails that customers receive their invoices and payment receipts in. Is this possible? I am aware that the logo can be customised as well as some of the text. However, If not I think it would be great if we could also customise the layout.
    Kesamo 31 views 12 comments Most recent by Pawsome_Pets1 September 24, 2019 8:49PM
  • This discussion was created from comments split from: Feature request.
    System 1.4K views 21 comments Most recent by StaggeringDuck September 23, 2019 6:39AM