Sales & Invoicing Feature Ideas

 

Discussion List

  • I love that you can change the order of line items on the invoice. Why can't we do the same for estimates? When I'm creating estimates I try to keep similar items grouped together. Invariably, I miss a line item, but have already created several subsequent line items. There is no way to go back to insert a line item where I need it without deletin…
    KimGroty 10 views 1 comment Most recent by BarsinA June 25, 2020 7:56PM
  • obzobz
    I purchase materials which need to be rebilled to the client. I need to keep track of them. It would be great to tag as "Rebillable" and "Customer". Then when Invoicing be prompted with those tagged as rebillable for the customer being invoiced to add the amount, Invoice No, Date, Supplier as an invoice line. Then to be able to…
    obz 15 views 1 comment Most recent by BarsinA June 25, 2020 5:12PM
  • I love the estimate function, but it is quite tiresome having to type out the email message for every quote - it would be really handy to be able to define one or more standard email body messages that have merge tags such as "Dear {customer first name}", This would save an awful amount of time for those business that spend a lot of tim…
    solosails 16 views 4 comments Most recent by KimGroty June 24, 2020 3:11PM
  • Is there any priority given to recurring billing? Any ETA on this feature? I'm currently down to wave and freshbooks in my evaluation. The only thing holding me back from wave is the recurring billing feature.
    ShawnMclean 1.2K views 66 comments Most recent by BarsinA June 23, 2020 9:50PM
  • Hi there, Not sure if this is the right place to put this or not! I run a marketing consulting agency, and use Wave for my accounting. The other system I use is Bonsai. I use Bonsai for its proposal feature, contracts, invoicing, and timekeeping. But this gets messy because the two systems don't sync well together—which means I can't see expect…
    MFMDC 18 views 2 comments Most recent by Shae_Marcu June 22, 2020 11:23PM
  • It would be wonderful to have a Contracts feature in the Sales section. To be able to send contracts / docs out of digital signature with an attachced Estimate. If nothing else, at least a more robust Estimate interface with ability to attach contracts. Currently exporting as a PDF and sending as email. I can even combine the Wave Estimate PDF wit…
    davidsteindesign 18 views 3 comments Most recent by Shae_Marcu June 22, 2020 11:12PM
  • 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 13 views 1 comment Most recent by BarsinA June 22, 2020 7:19PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 1.2K views 42 comments Most recent by AscentDigital June 21, 2020 9:46PM
  • Hi, this is a simple one: can we please have the option to use "-" (minus sign) to represent negative numbers on invoices ? the current nomenclature (the "(xxx.xx)" parenthesis) might be appropriate between accountants, but after all, most invoices are intended to non accounting specialists.... Thanks
    Dedric 558 views 19 comments Most recent by Dedric June 19, 2020 1:36PM
  • 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 482 views 59 comments Most recent by JordanD June 17, 2020 7:43PM
  • I have some clients who have multiple unpaid invoices and would like to pay them all by credit card. Instead of them or I charging their card multiple times as they pay invoice after invoice, it would be nice if there was a way for them to collectively pay all their invoices in a single, combined payment. I realize I could delete the invoices an…
    JoshS 38 views 3 comments Most recent by teresac June 13, 2020 7:28PM
  • 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 88 views 3 comments Most recent by CallieP June 11, 2020 7:51PM
  • It is clear that every user is interested in a purchase order creation function in Wave. It is a crucial part of business expense tracking for my business. All of these threads keep asking for it. When will Wave add this functionality?
    BlueTiger 87 views 14 comments Most recent by CallieP June 4, 2020 7:26PM
  • I’m new to online payments. When I try and do a recurring invoice it only gives the opportunity for credit cards. What about the bank ACH? Also I don’t want to accept American Express can I take that one off?
    Amiddleton 20 views 6 comments Most recent by CallieP June 3, 2020 7:20PM
  • Hi...when I printed out the invoice, I realized it's very close to the border of an A4 page. The right indent was too narrow and not printed as a result. Any possibility to allow us to adjust page margins after creating Estimates or Invoices ? If able to allow us to add/edit/rename fields in both the above docs would be great.
    Kenny3363 15 views 3 comments Most recent by CallieP June 2, 2020 2:32PM
  • I just received a credit card payment on May 21, 2020 but I did not set on my online credit card payment until just now. Will the funds appear in my account at the close of business today?
    Cardio101 24 views 3 comments Most recent by BarsinA June 1, 2020 6:23PM
  • Currently when I generate a statement it will show Dates and Invoice numbers. This doesn't help me with clients that request paper statements. They always ask me what each invoice was for. If the statements showed Date, Invoice #, and a short description ie. Monthly Service or Pool Repair, it would help alleviate this confusion. Wave statements …
    westcoast_925 13 views 1 comment Most recent by ConnorM May 29, 2020 5:25PM
  • Is there a way to use macros in the recurring invoices? For example, for the invoice sent on the 1st day of the month, in the description field I want to put something like "work done in XXX" where XXX is the name of the previous month.
    MikeDN 14 views 1 comment Most recent by ConnorM May 29, 2020 3:32PM
  • Morning, It would be a great idea that when we do a DRAFT invoice that an invoice number is not assigned to it until it has been approved. Maybe instead of a number it says quote or something similar. It is much easier for us to have invoices in order at the end of the month, sometimes we do a draft invoice months in advance and our accountant al…
    Elmohs 39 views 9 comments Most recent by PaulC May 27, 2020 8:44PM
  • Can each businesses default email be declared in each businesses' profile so that the user doesn't have to select the default email for the whole Wave account? I'd prefer for separate businesses to have their emails declared here so that when emails are sent out you're confident that they are being delivered using each businesses own email address…
    Gordon 59 views 9 comments Most recent by ramrules May 27, 2020 11:41AM
  • Please add this to the queue, it is starting to become a headache. Thank you!
    deyamiraphotography 594 views 11 comments Most recent by dnov May 26, 2020 8:34PM
  • I am a gas station manager and I recently decided to join wave to organize my business accounting needs in a efficient way. How would I input my daily inside/inventory and gasoline sales on to my wave account? I noticed that wave is designed for creating invoices for customers but at a gas station, we do not provide invoices for our customers. So,…
    _puneetdhillon96 16 views 1 comment Most recent by ConnorM May 25, 2020 6:20PM
  • As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?
    jason1234 7.5K views 139 comments Most recent by BarsinA May 22, 2020 7:46PM
  • Hi, I use Wave for the last one year and it is super simple and very helpful. I am in to B2B sales of different commodities globally. I use wave for creating estimates to suppliers. In our business context, the term Estimate is not often used, instead the document is termed as Quotation. Though there is an option to change the document heading, …
    Sreejith 17 views 1 comment Most recent by BarsinA May 22, 2020 6:27PM
  • 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 169 views 12 comments Most recent by BarsinA May 22, 2020 3:06PM
  • Is there anything available to create an order form with available products/services which can be sent to clients?
    Judit 145 views 6 comments Most recent by BarsinA May 20, 2020 7:40PM
  • Hello, as an additional feature, it would be useful to have an extra header for P.O./S.O. Number: included in the Status Due Date Number Customer Amount due Actions to help find invoices at a glance
    Stoocrow_number46 16 views 2 comments Most recent by Stoocrow_number46 May 20, 2020 6:32PM
  • Big Greeting to Wave Team, Thanks, Wave for everything it's very good, Suggestion, to Wave Team, 1- Merge contacts from Google to Wave should be automatic, 2- You can add the option to be automatic or manually, Merging contacts from Google to Wave it will be more useful to people.
    Ribier 17 views 7 comments Most recent by Ribier May 20, 2020 2:35AM
  • Hello! I've been working with a few companies and trying out Wave as a bit more simplified accounting system since they don't need a lot of detailed information and styling on their invoices. However, we've run into an issue of "this is literally easier to do on paper invoicing" which, to me, should not be a phrase I ever utter. The one…
    NitroTruck 207 views 4 comments Most recent by MrsCLyn May 16, 2020 3:29PM
  • I keep getting the following message... Help.. Hrmm, we didn't find any new contacts to import. We failed to import 578 invalid customers. View customers
    TB2020 15 views 1 comment Most recent by NicoletteB May 14, 2020 7:55PM