Sales & Invoicing Feature Ideas

 

Discussion List

  • It would be very helpful to have tags (customizable labels) to let us track transactions (invoices, expenses, and bills). Also, would be important to group tags together and run reports to see how specific areas of our business are doing. This is an easy way for our team to track the info that matters most.
    Lisie 17 views 1 comment Most recent by ohmandrews September 7, 2021 5:53PM
  • I know this has been discussed previously and seems it is a highly requested and indeed necessary feature. I need to invoice for (or at least issue a receipt) and account for tenant security deposits at the start of their lease and currently it is only possible to add invoices to an income account, which it is not. It is a short term liability. I …
    Headroom 335 views 2 comments Most recent by ack1128 September 4, 2021 2:21PM
  • Hello! I just have a few specific requirements for my invoices. It's mainly for vehicle sales that I need the invoices for and it needs certain extra fields but not as line items. I must be able to add certain fields on the invoice and want to find out whether it would be possible to do so? The fields are as follows: Vehicle Details Make Model …
    Jenix 562 views 2 comments Most recent by LovesWine September 3, 2021 5:23PM
  • As it is, the invoices are listed by these fixed fields: "Status, Due, Date, Number Customer, Unpaid by customer, Amount due, Actions" and there is no convenient way of choosing the correct invoice or getting a good birds-eye picture if you have a customer with multiple invoices. My Invoices page looks like this: .. I would…
    AffordableFix 2 views 0 comments Started by AffordableFix August 29, 2021 12:09AM
  • I am sure this discussion has been brought up many times but there still seems to be no solutions made by Wave. Having a business pay you an initial payment to get your services is the normal. There needs to be an option when invoicing to have a format setup to send the client the initial startup costs for your services. I feel like this is somewh…
    DannyBoy 7 views 0 comments Started by DannyBoy August 27, 2021 8:26PM
  • Hi: is there a way to create a checkout that can create a recurring payment at the same time ? Or will I have to create checkout and then create recurring payment for this customer ? I am in the subscription box business and I am looking into building my website with wix. Thanks in advance
    Chanel 1.2K views 27 comments Most recent by fkondrashov August 27, 2021 4:04PM
  • I would like the ability to somehow "relate" or "link" Expense Transactions to a specific Invoice, so that we could see our profit on that specific service rendered. For example, as a Contractor, if I purchase materials for a Job, and also hire a sub-contractor to perform the labor, then I should be able to "relate" t…
    Hanz 9 views 0 comments Started by Hanz August 27, 2021 3:27PM
  • I'm sure I'm not the first person to look for this feature, but the ability to add a rule for late fees is incredibly crucial in many business. Something simple like - add 2% as a late fee every month starting 60 days after the invoice was sent. And does Wave not send reminders? every invoicing system I've ever used automatically sends reminders …
    SpeedGeek 9 views 3 comments Most recent by SpeedGeek August 13, 2021 2:19PM
  • Forgive me if this has already been addressed, but we are wanting to add Salesperson permissions with access to only SALES functions. Is there a way to customize their permissions or are we stuck with the 4 default ones? I'm not sure it's logical for a salesperson to have all accounting, buying and financial reporting permissions. Thanks for your…
    cgoodrow 1 view 0 comments Started by cgoodrow August 12, 2021 4:38AM
  • 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 12.2K views 163 comments Most recent by smashpop August 9, 2021 1:55AM
  • Hi community. How can I customise my "Invoice Reminders" or "Payment Receipts"? In my case, I want them to be written in German and a few more details. Is there a way to change the default text? Thank you
    Amadeus Hoffmann 1.8K views 49 comments Most recent by Boris27 August 6, 2021 10:41AM
  • Hello, it would be great to get a report on the following items.. * Recurring Invoices (would be nice to see summary of how much is coming in per month and per year) * The payment screen, would be nice to see a total of payments made by bank transfer or credit card and the cost of receiving those payments
    HVTech 22 views 3 comments Most recent by Smashbrando August 5, 2021 9:47PM
  • In the invoice settings, we only have one checkbox to set reminders for 3, 7, and 14 days. If we only want a reminder sent every 7 days, we have to deselect the other option each time we create an invoice. It would be great if we can select the 3, 7, and 14 checkboxes individually in the global settings.
    RoundRocks 2 views 0 comments Started by RoundRocks July 26, 2021 1:36PM
  • I know we can customize the invoice template in settings but sometimes I need to send an English invoice and sometimes a Hebrew one (Right-to-Left). So, what I would like is to be able to create multiple invoice templates (for different languages) and when I need to create an invoice for a customer, I would be able to select which template I want …
    RoundRocks 4 views 0 comments Started by RoundRocks July 26, 2021 1:27PM
  • I want to send invoices to clients that do not have the option of paying online. Just a simple invoice. I have disabled the option of credit card and bank payments but when my clients open their invoices in email the option of paying via credit card or bank payment is still the first thing they see. How can I send my clients a simple invoice tha…
    smithiealum01 1 view 2 comments Most recent by tmc3 July 24, 2021 6:54PM
  • Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
    adamtenner 2.4K views 58 comments Most recent by Crosspress July 14, 2021 1:52AM
  • Hello Wave Team. For invoices, it would be awesome to be able to provide a subtotal to the customer after adding up their services and products, before applying taxes or discounts. This helps them see the true value of what they are purchasing, and then they can see the final total after discounts and taxes are applied. Is it possible to add an op…
    BoundarylessJed 75 views 6 comments Most recent by PMON July 13, 2021 9:02PM
  • I've deleted this post because I have no interest in helping Wave with good ideas. Wave can suck it after they crapped on all of their European customers. Screw you.
    WaveCanSuckIt 120 views 10 comments Most recent by WaveCanSuckIt July 9, 2021 10:57PM
  • Meet tidl, a simple, intuitive time and expense reporting solution seamlessly integrated into Wave Accounting. * Record your hours and submit directly to Wave as a new invoice and / or export to a spreadsheet for inclusion in status reports. * Record project expenses and submit directly to Wave as a new invoice and / or export to a spreadsheet fo…
    tidlapp 140 views 7 comments Most recent by jfs July 8, 2021 3:34PM
  • Hello! :) I'm wondering why Estimates items can't be re-ordered like Invoices. I know the Estimates are not managed like Invoices on the back-end. But, implementing a simple re-order tool in front-end (like in Javascript) is so simple normally and don't take a day of development (I talk as a web developper). I think you really need to put this fea…
    Shad 7 views 0 comments Started by Shad July 6, 2021 7:05PM
  • I would like to be able to reorder line items on estimates.
    d0paminefiend 1.3K views 71 comments Most recent by a_l July 6, 2021 6:57PM
  • Hi there I’m new to wave and I’m trying to accept a bank payment how do I go about accepting one of those payments.
    RobertThigpen779 1 view 0 comments Started by RobertThigpen779 July 6, 2021 4:31AM
  • When I add an item on to an invoice, is there way to add the date to each item?
    DrDoc 925 views 55 comments Most recent by PanimusCG July 4, 2021 9:39PM
  • Please add this to the queue, it is starting to become a headache. Thank you!
    deyamiraphotography 989 views 14 comments Most recent by Mr_Wyrd July 2, 2021 12:39PM
  • It's great that I can see the sum of overdue invoices, but it would be just as interesting to see the sum of all unpaid invoices. This would help me planning my cash flow because it would allow me to see how much is outstanding, whether it is overdue or not. I guess that this is what "Due within next 30 days" is supposed to be, but I ha…
    GregVeres 2 views 0 comments Started by GregVeres June 29, 2021 7:16PM
  • I live in Seattle and we have HUNDREDS of tax codes. I wish Wave could take the ship to address and lookup the tax percentage for me.
    kevinmikol 3 views 0 comments Started by kevinmikol June 26, 2021 10:28PM
  • How do I automatically apply an additional charge for someone paying via credit card?
    Sski18 4 views 0 comments Started by Sski18 June 23, 2021 2:32PM
  • 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 398 views 12 comments Most recent by Photography June 22, 2021 10:10PM
  • 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 830 views 7 comments Most recent by Spoonhandle June 17, 2021 9:26PM
  • Hi My problem in this.. I have a business account connected to me waveapp. Every time I make a purchase with my business card which is connected with waveapp it syncs my transactions, great! Now, I want to do is upload my receipt/invoice of purchase to waveapp and attach to the purchase record but when I do that via my app on my phone or on my…
    Famoso 13.8K views 190 comments Most recent by KiahD June 17, 2021 8:55PM