Sales & Invoicing Feature Ideas

 

Discussion List

  • I have two feature requests: 1. Search invoices to quickly locate via specific wording, dates, dollar amount, notes, etc. 2. Ability for consumers to pay for these invoices via invoice number thru a link on my website. I subcontract for one of my businesses. If they could go to my payment page on my website, click on a link-enter an invoice no or …
    TXGlamCEO 11 views 3 comments Most recent by seekis September 21, 2019 5:40AM
  • Is there a way I can connect the same customer and vendor to report a balance for a given period?
    fgabor 53 views 12 comments Most recent by AlexL September 19, 2019 2:10PM
  • I'm selling tickets for my upcoming event. I have set up as products the tickets I'm selling at different prices for the shows. I'm tracking ticket sales thru invoices. How can I get a summary report showing how many tickets I have sold at each price tier?
    Camerachap 2 views 11 comments Most recent by MidwayLane September 19, 2019 12:11PM
  • Is there a way of customising customer statements as one can do the invoice? Can a footer be added? Is it possible to print the statement from the programe not only send via email? Also when printing an invoice that is only 1 page, why does it print a second blank page ?
    Katja 84 views 10 comments Most recent by chrisschroeder2 September 17, 2019 10:00PM
  • I had a sudden restart happen and as such lost all the work I was doing on an invoice. I added products as well, since it didn't save, those didn't get added. An auto-save to draft invoices could have really helped me here. Many expletives were uttered. Even your forum has this when composing a message, and that's not nearly as important as an…
    twistedpairnetworx 11 views 3 comments Most recent by AlexL September 17, 2019 6:11PM
  • I'm looking to see if there is a way, or if it exists already where I can consolidate all invoices for a single client. I.e. a client I invoice weekly, but bill at the end of the month, currently I manually have to re-design the invoice at the end of the month (variable working times so can't automate) and other clients may be 2 - 3 invoices beh…
    OOTMedia 34 views 3 comments Most recent by AlexL September 17, 2019 5:48PM
  • is there away to may a work order and schedule jobs or is there another program that works with wave to allow this ? i work in a repair field and need to be able to make a work order and schedule work to be done and than go from work order to invoice
    cslade9871 83 views 5 comments Most recent by AlexL September 12, 2019 7:48PM
  • I have been reading the excellent Wave Guide to Fearless Accounting and came across the section about what to do when an invoice becomes overdue. It suggests calling the client, requesting payment a certain way, getting them to enter their credit card into the system, etc. This is great advice. I would like to make it systematic! If you could add…
    Brent_Baltzer 11 views 3 comments Most recent by AlexL September 9, 2019 6:36PM
  • Hello team, Is it possible to standardize the payment terms? Seems the payment term "Within 7 Days" is present only during recurring Invoice creation Invoice Customisation > Invoice settings (Image) During invoice creation Recurring Invoice (Image)
    UHRP3 69 views 3 comments Most recent by UHRP3 September 6, 2019 7:27AM
  • Hi, I have a couple requests for invoices that I'm quite surprised don't already exist. * Period being invoiced A small calendar widget that indicates which days you worked for the client. Most clients I've worked with want to know this * Invoices that save data from previous- maybe a small tick next to each section that indicates whether you w…
    Pdino64 1 view 3 comments Most recent by Pdino64 September 5, 2019 10:16PM
  • 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: https://support.waveapps.com/hc/en-us/articles/115005489746--BETA-Introducing-Checkout-by-Wave-An-easy-professional-way-to-get-paid-up-front I …
    Marcus_1979 333 views 15 comments Most recent by BarsinA September 5, 2019 8:08PM
  • May i know how to create Delivery Order to my Invoice and also creating quotation
    Cornerstone_sg0423 250 views 4 comments Most recent by Cornerstone_sg0423 September 4, 2019 2:35PM
  • Hi there - I'm new to Wave and just getting it set up. I run a design business and I need to add billable hours for my clients. I have searched the Dashboard and can't seem to find this, am I missing something? I see where you set up the services but how do I track hours in the program? Thank you!
    SJPMNH 65 views 5 comments Most recent by FireHorse September 4, 2019 12:51PM
  • Is there a way to attach a Bill to an Invoice so we can easily reference it? For example, on other software you can create a Purchase Order, which can be turned into a Bill and you can also create an Invoice referencing that Purchase Order. Here is a scenario that happens all the time for my business. I have a customer ordering a product from me.…
    shahkanji 32 views 0 comments Started by shahkanji August 30, 2019 6:47PM
  • Hello, I'm a new user and still finding my way around Wave and am very much an accounting novice. However, I've come up against a problem when receiving payments from clients. I work with clients in my home country, a eurozone member, but also around the world. I ask all of my clients to make bank transfer payments to my bank in euros. For the …
    SailorGirl 31 views 2 comments Most recent by JamieD August 30, 2019 5:05PM
  • 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 364 views 30 comments Most recent by Ghaithi August 30, 2019 1:15PM
  • Not once, but pretty frequent that my clients asking for the details of the product or service listed in the invoice, which is actually there already, hidden under the dropdown. This is not their fault though, I valued their time doing business and also my clients have various level tech savy-ness which resulted in not aware of that tiny dropdown …
    herrysucahya 1 view 1 comment Most recent by JordanD August 28, 2019 6:11PM
  • I would love to be able to export all of my outstanding invoices into an excel spreadsheet that way I can send that to my customer instead of having to print statements. We have one large company we do business for and they have many branches we service. Each branch has its own account and we record invoices for each branch but it gets overwhelm…
    WhiteGlove 13 views 2 comments Most recent by WhiteGlove August 28, 2019 12:37AM
  • I was curious of the invoice and estimate generator could allow you to add a watermark in the background of these documents? On my previous work orders/invoices I always had my company logo in the center of every paper printed or saved in a semi transparent level. It was through MS Word, which I am trying to get away from in regards to everyday us…
    ziggysgarageservices 21 views 2 comments Most recent by ziggysgarageservices August 27, 2019 4:29PM
  • Hello everyone. Pretty new here. Just wanted to ask if it is possible to have my clients pay the invoice issued via Wave through Paypal. If not, what would be another solution/workaround for this?
    roygarciadesign 11 views 4 comments Most recent by AmandaK August 25, 2019 6:53PM
  • 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 3.7K views 169 comments Most recent by jo2345 August 20, 2019 3:34PM
  • I know I can set up invoice notifications to go to my clients but is there any way that I can get a notification if it is overdue? Thanks in advance!
    Wyre_Web_Design 51 views 14 comments Most recent by ZoeC August 19, 2019 6:28PM
  • I have searched but havent been able to find an answer. Does Wave Payments support any sort of mobile card reader? I dont particularly want to type in credit card info on my phone, I'd much rather use a reader. Thoughts?
    BenjaminC 1.1K views 9 comments Most recent by alialiwa2005 August 19, 2019 1:01PM
  • Not sure how to get rid of it , I dont like the recurring invoices so im just going to create new invoicebut can't find where to delete my draft recurring invoice
    noboundariesvi 120 views 3 comments Most recent by BarsinA August 16, 2019 5:52PM
  • Most financial institutions take 5-7 business days to process bank payments (EFT) and we know you deserve better. So we set out to cut processing times in half. We know that getting your money faster matters. (Image) How does it work? We're working hard to speed up our processes for bank payments. We've achieved 80% of all bank payments proces…
    Charlotte 61 views 2 comments Most recent by AmandaK August 15, 2019 8:36PM
  • Hi , Whats the quick way of deleting multiple customers at once ?
    Yking 32 views 4 comments Most recent by xenium August 14, 2019 11:43AM
  • Been looking through the options on wave. However, we are looking at a way to add dates to the data input on charges. We charge clients over consecutive days as they do activities and apart from adding the date manually in the 'description' we don't see any other option. Is there a way of doing this automatically? Is this something that may be …
    Elmohs 11 views 5 comments Most recent by Paul3490 August 14, 2019 2:36AM
  • This isn't a new request but the old thread is closed without any update. Can Wave please add this feature? or can somebody please help them if you know how to?
    waveisawesome 11 views 4 comments Most recent by waveisawesome August 13, 2019 11:00PM
  • I have customers that have 3, 4, or even 12 invoices open at once. The customer would like to pay off all of them. I am looking for a way to select ALL Of them at once, and charger the customers credit card, for one total amount. Not 12 seperate transactions. Please advise, thank you! 😁
    Prestige 32 views 4 comments Most recent by BarsinA August 12, 2019 8:44PM
  • Hi, I would love the ability to group my estimates into sub-categories or services and then has a total of all sub-categories. This gives my customers the ability to see the cost of each services at a glance without having to understand where each service stopped
    ixatech 1 view 2 comments Most recent by ixatech August 12, 2019 7:02PM