Sales & Invoicing Feature Ideas

 

Discussion List

  • Is there a way to customise our receipts for Payments? I'd like to add more default text and not have to type it in every time I sent a receipt.
    Julian_Scouts 14 views 1 comment Most recent by ConnorM July 8, 2020 7:31PM
  • Hello, loving your software, thank you! Is there a way I could please customize the emails that get sent with the invoice and the payment receipt email? I know you can type in every time you send one, but I'd rather type it once as a template and have that sent with every one. Many thanks
    Momof3 20 views 1 comment Most recent by ConnorM July 6, 2020 8:07PM
  • 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 53 views 6 comments Most recent by jfssfinance July 6, 2020 3:02PM
  • I guess the title describes the suggestion, but currently in Estimates, each estimate can display "expired", "viewed" etc - but it is quite odd that the estimates that have been converted to invoices don't reflect the conversion. This would be really handy when for example a customer hasn't yet received the Invoice, but they g…
    solosails 18 views 6 comments Most recent by AlexL July 6, 2020 2:06PM
  • We are running a trial on WAVE for SME, but we are missing basic Customer invoice fields like "customer registration number" and "VAT number" - tax field... Any solution for this or possibly free format text fields that could be added to the address fields so additional information can be added?
    Marcelle 39 views 3 comments Most recent by ConnorM July 3, 2020 6:13PM
  • Is there anyway you can change the subject title for a receipt and also set a standard template? I add in a couple of paragraphs whenever I send out a receipt so would be good if it were just automatically there!
    Nicolapew 47 views 2 comments Most recent by baizmandesign July 3, 2020 3:42PM
  • Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
    jgarsena 168 views 7 comments Most recent by JakeJake July 3, 2020 2:08PM
  • Hi. I am wondering if we have the ability to attach a file to our estimate/quotes, then in turn our invoices. E.g. Send an estimate to a client with an attachment of a file/document for them to approve. Cheers
    AbsoluteAU 37 views 2 comments Most recent by Quickbooks July 2, 2020 2:23PM
  • This is very frustrating. Invoices do not have a place to show the customer account number. If I view a customer, it appears in the "More" section but there appears to be no way to add this to the invoices when generated. At least on the recurring billing which is what I use almost exclusively. I've taken to manually adding it behind the…
    kevinfreels 546 views 3 comments Most recent by GreatValueWebsites July 2, 2020 10:47AM
  • Hello, i have signed up for this service, but i have a small problem. I cannot change the date format from the US format to European one, the field is missing. A friend of mine he has this option under ->ACCOUNTING -> Dates & Currency. Any help on that?
    Ioannis Ioannou 2.3K views 63 comments Most recent by Clement_2703 July 2, 2020 2:16AM
  • How do I make the billing address fit into the window of a Business envelope? Most of my customers have email but some still need printed invoices mailed out.
    cp_bbergs 167 views 6 comments Most recent by JessiG July 1, 2020 7:28PM
  • It would be ideal to be able to create a recurring invoice from an estimate. I use this when clients request payment plans or it's a multiple month engagement.
    Meredith_M 10 views 1 comment Most recent by CallieP June 30, 2020 7:58PM
  • 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 953 views 31 comments Most recent by CallieP June 29, 2020 9:53PM
  • Hi, Could i suggest the following features for Wave. 1. On Sales\Invoices\Unpaid, add a selection tick box to the left of each unpaid invoice, and a single button to "Record a payment for all selected invoices", to the value of the full invoice amount, Same Account, Same Payment method for all. And display the sum of the total invoice v…
    Mauritz 21 views 2 comments Most recent by Ferdi June 29, 2020 9:41PM
  • Is it possible to have different invoice numbering for different customers. I would want to be able to select the customer, and have the invoice number advance for that particular customer's invoice-numbering scheme.
    Milo 42 views 1 comment Most recent by CallieP June 29, 2020 8:44PM
  • 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 16 views 1 comment Most recent by Barsin 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 23 views 4 comments Most recent by KimGroty June 24, 2020 3:11PM
  • 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 51 views 2 comments Most recent by Shae_Marcu June 22, 2020 11:23PM
  • 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 780 views 19 comments Most recent by Dedric June 19, 2020 1:36PM
  • 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 49 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 108 views 3 comments Most recent by CallieP June 11, 2020 7:51PM
  • 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 29 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 24 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 25 views 3 comments Most recent by Barsin 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 18 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 20 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 47 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 76 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 664 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 23 views 1 comment Most recent by ConnorM May 25, 2020 6:20PM