Sales & Invoicing Feature Ideas


Discussion List

  • When enabling payment by credit card, please allow a further option that, when enabled, automatically adds a "Credit Card Processing Fee" item to the invoice if the customer chooses to pay by card. The cost of the additional item is calculated so that the original invoice total will be received by the Business, with Wave still taking its…
    Virgil 68 views 9 comments Most recent by tsfjax May 14, 2020 6:40PM
  • 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 16 views 1 comment Most recent by AlexL May 14, 2020 3:44PM
  • Hello Basically I want to record expenses of let's say a yearly hosting plan I bought which I can deduct from my tax as busieness related expense. In waveapps I create a Bill but with the bill I want to attach a PDF invoice from the hosting company, if a tax Audit happens I will provide the original invoice PDF and other related files, would…
    idealdesigns 718 views 26 comments Most recent by tsfjax May 14, 2020 1:35AM
  • There is a feature that would be very useful: Purchase price for products! When a product or service is added, you can set the sale price, but not the purchase price. This feature can help when registering a bill using the supplier's price and can help later in a possible "net earnings" calculation report for each sale. What do you thi…
    incredihome 70 views 3 comments Most recent by tsfjax May 14, 2020 1:29AM
  • How to remove a Wave logo that we have in invoices? Currently, we are evaluating Wave invoicing app at Rioks, and wonder if we can possibly use it for the future clients' billing. The problem is - having an extra branding inside of the email and sender's email to belong to will not build our image of a professional company. Any so…
    Oleksiy 1.1K views 15 comments Most recent by AlexL May 12, 2020 8:58PM
  • I have a problem, Wave do not calcula te de Correct Sales tax, for example, I tray to do a sales Invoices with 11 lines Items, each line sales ammout $74.11 the total ammout Pre tax $822.47 Sales tax 7% is 57.57 but wave calculate 57.53, Why?
    flopezcpa 23 views 1 comment Most recent by ConnorM May 12, 2020 6:02PM
  • Whenever I enter payments and transactions, the default "Payment Account" is the cash on hand account, which I very rarely use, so I have to manually select my bank account every time (and sometimes forget to do, which causes confusion and later editing). Is there a way to change the default "Payment account" selection to a ba…
    naggs 299 views 10 comments Most recent by ConnorM May 12, 2020 2:03PM
  • is it possible to view an original proposal that was edited after it was sent? Example; I submitted a proposal for an agreed upon scope of work. Between approval and starting, the scope changed ultimately lowering the cost. Unfortunately, I cant find or view the original proposal to explain the cost difference to the client. Is this possible o…
    Goode 14 views 1 comment Most recent by ConnorM May 12, 2020 1:37PM
  • Dear Sir, Greetings!!! We are your existing customer - Webnoesys IT Solutions LLP with this as registered email id. Consider this as request please from your valuable customers like us. We respect your work, your software and the service you are giving to us for the long period of time. Really Appreciated!!! We just like to know is there any w…
    webnoesys 330 views 8 comments Most recent by webnoesys May 11, 2020 6:27AM
  • Is there an option to email customers a payment confirmation or receipt automatically?
    megeank 498 views 12 comments Most recent by QaisE May 7, 2020 7:11PM
  • ...except, with a solid 10 day (7 "business" day) turn around before I see the deposit, I turned it off after the first week. It has created havoc in my accounting and, with a $1 minimum fee, it's financially silly for my customers' smaller invoices. So my company and nonprofit that are on Wave are back to checks and external ACH — whi…
    tsfjax 31 views 5 comments Most recent by tsfjax May 5, 2020 1:49PM
  • Hi! Would like to inquire how I can get started with Wave Checkout. 1.) On our Wave Account we do not have the option to click Sales > Checkouts, which are the instructions according to your article: I …
    Marcus_1979 545 views 17 comments Most recent by BarsinA May 4, 2020 8:32PM
  • Is there a way to have Wave add a certain percentage interest to outstanding accounts every month?
    Xrosstech 19 views 2 comments Most recent by Xrosstech April 29, 2020 6:34AM
  • See title. Automated late fees are a pretty fundamental feature of a invoicing/billing application. This has been brought up before and it still hasn't been implemented. When will this be in the application? It's a major oversight
    rtisdale 858 views 21 comments Most recent by ConnorM April 27, 2020 6:47PM
  • Is their way to search the contents of invoices. I routinely need to find an old invoice for a project and often don't remember who the payee is. Its a pain in the A** to find them because your invoices are not searchable. If I could search for notes I put into the invoice or for my own Job Number it would be tremendously helpful. Can't und…
    Curt 11 views 1 comment Most recent by ConnorM April 24, 2020 5:56PM
  • 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 16 views 3 comments Most recent by NicoletteB April 23, 2020 7:36PM
  • Hi there. I have used quick Books previously There is a feature called receipts Which effectively create a Cash payment with the customer name Date Vat element Payment method : cheque card or cash with a reference field And total This effectively creates an alternative to sales invoice and avoids second step of allocation of payment…
    Reg_Mc 24 views 1 comment Most recent by NicoletteB April 22, 2020 5:52PM
  • I am making and invoice for the total amount of $1000. So it includes product cost + 5% of non recoverable tax. So I am adding a product with price $1000 later adding sales tax 5% and it is showing $1050 But my problem is to include that 5% on invoice with total amount of $1000 so I am starting to playing with product price and make it like $952…
    Nikjoan122 15 views 1 comment Most recent by ConnorM April 20, 2020 6:56PM
  • Hello wave team, After using the service for a couple weeks now, I have started to enjoy the experience but I think there are a couple things that would make the overall experience much more powerful and easier to use. * Allow us to add new columns on the invoice dashboard page that can show more information related to the invoices. Since our bu…
    Knowa 45 views 5 comments Most recent by ConnorM April 20, 2020 5:18PM
  • 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 5.2K views 138 comments Most recent by dkkent April 18, 2020 8:02PM
  • Hello all, I'm trying to drive more of my payments directly in to wave rather than PayPal and I've recently started experimenting with Wave Checkouts. Visitors to my website today can select from a limited number of quantity options in a drop down field with PayPal. I would prefer to allow my customers to just select their desired quantity. As a …
    Chainsaw 125 views 14 comments Most recent by ICCT April 17, 2020 8:18PM
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    NSBMES 376 views 3 comments Most recent by BarsinA April 17, 2020 6:52PM
  • We are a travel company and when we invoice a holiday we need to assign our suppliers invoices to the clients invoice so that we can track the outgoing bill payments for that invoice. We can then ensure suppliers haven't billed us twice.
    Adamh 16 views 5 comments Most recent by BarsinA April 16, 2020 9:36PM
  • Could someone please explain how to have a difference between cost and sale price without having to continually enter a sale price on each invoice
    Allison_S 19 views 1 comment Most recent by QaisE April 16, 2020 7:40PM
  • We've seen requests to add a deposit feature within our Invoicing platform in Wave. We'd love to hear how, if implemented, you would use this feature and what functionality you'd like to see come along with it.
    AlexL Poll Announcement 189 views 10 comments Most recent by Virgil April 15, 2020 10:29AM
  • I run an IT consulting business and I need a way to send the details of all hours worked with the invoice. I know I can save the invoice as a PDF then send it myself with the hours tracking Excel sheet I need to add but that's not a great experience and it could be streamlined by allowing attachments to be added to invoices.
    nana4tay 22 views 3 comments Most recent by JessG April 14, 2020 7:28PM
  • 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 345 views 18 comments Most recent by QaisE April 14, 2020 7:06PM
  • Can I generate statements on Wave that show actual descriptions to the unpaid invoices instead of just showing invoice numbers? A lot of my clients are older and don't use computers, forcing me to print statements. Quickbooks statements would show both the invoice number and a short description of the invoice itself. This was nice for paper state…
    westcoast_925 10 views 1 comment Most recent by BarsinA April 14, 2020 5:44PM
  • Hi is there a function that allows for a paid invoice to be marked as 'PAID' in clear text, somewhere on the top of the page, in red or green possibly. A bit like what one sees when sending an email from Wave saying 'Paid', but instead embedded on the 'fully-paid' downloadable PDF invoice. Thanks
    Andrew_George 13 views 2 comments Most recent by Andrew_George April 14, 2020 6:17AM
  • I need to edit the headers on the invoice template to bill for sales associates commissions which are paid as a % of sales. I tried changing the standard headers but cannot seem to get the numbers to calculate. Suggestions?
    JanSechak 10 views 1 comment Most recent by BarsinA April 13, 2020 9:19PM