Sales & Invoicing Feature Ideas

 

Discussion List

  • Hi All, This is my first post here, and have recently moved to wave as my business has grown, I needed to find a solution to my ever growing pile of paperwork. What I am really struggling with is in the creation of customers. I cant create a customer and any of its child entities. I know this sounds a bit strange, but bare with me. We do a lot …
    SV17 6 views 1 comment Most recent by JulianP June 11, 2021 6:45PM
  • 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 waveapps.com will not build our image of a professional company. Any so…
    Oleksiy 1.7K views 16 comments Most recent by tryingWave June 7, 2021 1:13AM
  • We provide different services to customers and usually this is done quarterly basis or on a regular set schedule. It would be very helpful to me if I was able to categorize customers by the type of service they receive. For instance all commercial pest svc in a group, termite treatments in another and mosquito misting system customers in a group. …
    Awashington1977_ 11 views 2 comments Most recent by NPM June 3, 2021 6:42PM
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    fatreducingformula17 3 views 0 comments Started by fatreducingformula17 May 31, 2021 12:34PM
  • LOVE Wave. Please add ability to add images to products and then have them display on sales estimates and invoices.
    LAYERc 190 views 5 comments Most recent by RebeccaArt May 27, 2021 6:02AM
  • I'm considering moving from freshbooks, and all my customers can login and see their full billing history in freshbooks. Do I lose that feature if I move to Wave?
    corky 577 views 5 comments Most recent by jaykamdar1410 May 20, 2021 6:08AM
  • I'm new to Wave and baffled to find there's no where to put my email address in my contact info on an invoice. Am I missing something? Please tell me there's a way.
    InvoicingJoe 950 views 4 comments Most recent by KristenV May 11, 2021 7:35PM
  • We use the PO line to include specific references so that the customer can easily identify what the invoice relates to. We use vehicle registration plates as the PO as there's nowhere else suitable to include the info. However it would be so much better if it had a proper reference box and to also have it so you can search the reference in the inv…
    RachxHxx 1 view 1 comment Most recent by AlexL May 7, 2021 8:55PM
  • Hi, I am new to Wave and was absolutely loving it! Then I needed to send a vendor a purchase order and noticed Wave doesn't offer the capability. I've contacted support and they say they have no plans to add purchase order support. I have a business where many vendors require a PO and currently I manually create them, but it's a huge hassle. I als…
    blinden 135 views 3 comments Most recent by KiahD May 6, 2021 9:03PM
  • Hello, Enjoying your app so far, but every time I send an Invoice, the message area is blank. It doesn't have a checkbox to make it my default, or at least remember what I wrote previously. Everyone wants their Invoices and messages to look professional, and we want to get back to paid work. Having to type Dear "' and Please see your Invoic…
    headTrix 8 views 4 comments Most recent by headTrix May 6, 2021 5:25PM
  • So far, the receipt and invoice apps are wonderful. I just wish there was a "BILLS" version of the receipts app. Scanning them in with the PC is a pain. Snapping a photo and instantly having them uploaded would sure save me a lot of time.
    Clearview_Ranch_HOA 14 views 0 comments Started by Clearview_Ranch_HOA April 28, 2021 5:30PM
  • Hello, Can you please add INTERAC e-Transfer to the Payment method? Thanks
    CompuBC 47 views 2 comments Most recent by Gabriel_Krozkin April 15, 2021 1:43AM
  • I operate my business out of my home, so my business address is my personal address. I'm fine with displaying my address on invoices, but am not comfortable showing it on Checkouts. I want to use Checkouts on my website and am not comfortable with random internet strangers having my home address. Can the option to "Hide Address" be adde…
    AbigailM 11 views 1 comment Most recent by JulianP April 14, 2021 7:28PM
  • Hi, It would be great under the company profile if we are able to add our company email address as one of the contact option. As current profile only allows us to add contact numbers and website only Thanks
    Taha 11 views 3 comments Most recent by JulianP April 14, 2021 4:29PM
  • Hi We cannot get any invoices to send. After loading, each invoice comes up as unsent. We have never had any issues with this before.
    DU5s 6 views 1 comment Most recent by JulianP April 6, 2021 5:46PM
  • It would be quite nice for a customer to be able to click on a link that allows them to pay ANY amount, not just what's on an invoice. This might relate to donations, the "buy me a beer" model, charitable donations, or just random payments that could be applied to an invoice, or can be entered as income and deposited to my account. So, a…
    Shark70 4 views 0 comments Started by Shark70 April 2, 2021 7:50PM
  • Is there a way I can view my entire history of every invoice I have sent? Thanks for the help
    Kynan 1 view 1 comment Most recent by AlexL April 2, 2021 1:41PM
  • I need to be able to issue Purchase orders (POs) to my vendors in order for them to invoice me in turn. How do we get this feature added to the capabilities of Wave? It would be great is we could make a Sales Order (SO) which can be converted into both POs and invoices. Also, it would be nice if items could get both a purchase and sale price asso…
    Berner 2 views 4 comments Most recent by Berner March 26, 2021 2:35PM
  • 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 1.6K views 26 comments Most recent by TuppyT March 26, 2021 7:25AM
  • I need Sales & Receivables assistant * create & edit invoices (regular and recurring) * send invoices & statements * check payments * view customer info NO ACCESS to anything else, no financial info.
    Wastap 12 views 5 comments Most recent by AlexL March 23, 2021 3:49PM
  • Is there a way to search text within invoices - not by the invoice number or by the client, rather by 'envelope printing', for example? If not, that would be really helpful. Thanks.
    RoseEllenCampbell 3 views 1 comment Most recent by JulianP March 22, 2021 9:21PM
  • Hi, I see that one download invoices but not recurring invoices, are you looking at adding this feature to the add-on for ~Google Sheets as it would make it easier to do bulk changes to recurring invoices. Kind regards, Antonie
    Antonie 16 views 2 comments Most recent by Sohan_Jawar March 21, 2021 9:52AM
  • We need to setup an hourly rate in every customer record that would apply to service charges when we invoice them. How would we achieve this?
    Wastap 18 views 2 comments Most recent by Wastap March 18, 2021 8:01PM
  • Just getting started, and already bogged down by trying to manage sales tax! Which locations have local ones and which don't? It's maddening. It occurred to me that, as we define a new sales tax in Wave, if we could also specify one or more zip codes to which that tax applies (or state for state-wide taxes), it could perhaps automagically add the …
    Shanearoonie 3 views 0 comments Started by Shanearoonie March 17, 2021 7:43PM
  • It would be very helpful if estimates can be created within the app just like invoices, and also the ability to move and reorder line items to organize it per your needs. Thank you!
    Lazer 12 views 0 comments Started by Lazer March 16, 2021 12:35PM
  • 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 156 views 4 comments Most recent by PearlPoolsLLC March 14, 2021 2:50PM
  • Would like to see my estimate number match my invoice number. Therefore if my estimate #21408 is approved and completed I would like my invoice number to automatically match #21408 ... Instead I need to edit the invoice number to match my estimate
    LauraCCR 3 views 0 comments Started by LauraCCR March 11, 2021 12:59AM
  • When will these be added? Standard for accounting software ..
    GCFN 12 views 2 comments Most recent by Nick_Fisher8778 March 9, 2021 8:16PM
  • Hi guys Just an idea for future developments - it would be great to have a text formatting facility for the Notes section in invoices and estimates. Some customers need things in bold and underlined! Cheers Chris
    Chris_SHCC1 75 views 3 comments Most recent by AlexL March 9, 2021 4:26PM
  • Hi, some of our clients pays in euros and some of them in pounds. Is there any chance to add two currencies in Invoice? I just want to add one more line: "Amount due GBP" See photo attached what I mean. Thank you.
    AlphaCargo 626 views 1 comment Most recent by KristenV March 5, 2021 9:06PM