Sales & Invoicing Feature Ideas

 

Discussion List

  • 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 22 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 12 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 3.9K views 175 comments Most recent by AlexL 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 60 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 1.2K 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 145 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 63 views 2 comments Most recent by AmandaK August 15, 2019 8:36PM
  • Hi , Whats the quick way of deleting multiple customers at once ?
    Yking 39 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 14 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 37 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
  • Hello, I am new to Waveapps, I am trying to work out how to invoice a customer and record a manual payment, then match up the payment from the customer in my transactions section which is linked to my bank account. I am having similar problem with reciepts, if I upload a receipt how to I link to it's relevant transaction please? Any help greatly…
    Priscilla 25 views 3 comments Most recent by AlexL August 12, 2019 6:40PM
  • Our business accepts payments from customers in cryptocurrencies as well as traditional payment methods such as credit card and PayPal transactions. Your current multi-currency support does not include any cryptocurrencies.(Bitcoin, Ethereum, Litecoin, Zcash, etc.) so I cannot create an account to track holdings or expenses and am forced to maint…
    Alex_on_Wave 344 views 26 comments Most recent by Djcabrera August 9, 2019 3:04PM
  • Hi, just wanted to know if I can upload multiple receipts (via the app, email or scanning) to a single payment transaction.
    LamiGujarati 27 views 1 comment Most recent by JamieD August 6, 2019 4:54PM
  • Hi, First of all I am extremely grateful for Waveapps for providing such a wonderful application for free of cost and I understand that feature requests take time to implement or sometimes are difficult to implement. So please just take this as a suggestion more than a feature request. Also I tried to find if there's a separate thread for feature…
    DecodeDigital 1 view 1 comment Most recent by JamieD August 6, 2019 1:44PM
  • Hi, Is there a way of adding a second currency to the 'Total Amount Due' at a specified rate. For example we are operating in the Caribbean, we normally charge in US$ however on some occasions we charge in EX$, having both on the total amount would be very beneficial. Obviously we would also want to be able to set the exchange rate manually as we…
    Elmohs 12 views 1 comment Most recent by Myron August 2, 2019 8:59PM
  • Hi Wave Community I need immediate release of a bank payment. How do I go about requesting this?
    GaryGale 11 views 1 comment Most recent by ZoeC July 30, 2019 3:01PM
  • Hi! In my invoices I need to create a tax code that is being deducted rather than added to the amount outstanding. Can you please guide me? Thank you!
    C_Constructions_1 92 views 5 comments Most recent by MerlinAccounts_UK July 29, 2019 8:09PM
  • HELLO BUSINESS MEN HOW TO RECORD ADVANCE PAYMENT FROM CUSTOMER IN WAVE SOFTWARE. I HAVE A BUSINESS AND COULD NOT SETUP ACCOUNT . CAN ANYBODY HELP ME HERE
    FASTPAY 464 views 9 comments Most recent by aamato July 28, 2019 8:26AM
  • I'm really happy with so many aspects of Wave, but am still having trouble finding a way to create a packing list. I'm hoping there's one hidden somewhere in the big new rollout. Any help is much appreciated!
    hickorysmoke 641 views 24 comments Most recent by JordanD July 27, 2019 12:10AM
  • ObiObi
    Hi! Can I do this? A customer has two outstanding invoices, but makes one credit card payment. How can I split this to the two separate invoices?
    Obi 12 views 3 comments Most recent by ZoeC July 26, 2019 7:01PM
  • I would like to be able to set default payment terms for each customer. eg pay on receipt, net 30, etc. It seems silly that this is only defined as a default for the invoice, but not at the customer level. I have customers with many different terms and for me to remember these values is very time consuming when invoicing. This should be defined pe…
    rdymek 11 views 1 comment Most recent by ZoeC July 26, 2019 6:30PM
  • It would be great to be able to build multiple invoices with different defaults for different customers. As an example, when customizing my invoice, I must choose a default payment term. Also a specific footer, etc. Also column headings and such. Having only one invoice to customize means I have customers that have other needs and it doesn't work.…
    rdymek 11 views 1 comment Most recent by ZoeC July 26, 2019 6:25PM
  • I have not found an allocation for discount option. can this be incorporated? especially once a client has paid you in cash and they are short the invoice amount by some change?
    akchamia_001 11 views 9 comments Most recent by JamieD July 23, 2019 3:48PM
  • Hi, I have a coffee shop and I have loads of customers. I do not issue any invoices for transactions. I need to record my sales in Wave. Could you please advise me if I can import sales data into Wave from iZettle? I want to track my sales by each item (i.e. how many lattes I sold). I am not really interested in the invoice feature of Wave.
    gyuzalamuzafarova 86 views 2 comments Most recent by Skafte July 21, 2019 8:16PM
  • Is there a way to change the terms on my customer invoices to include a % discount for early payment? New to Wave and I hope this option can be accommodated.
    phe_jeh7442 28 views 1 comment Most recent by ChelseaK July 18, 2019 7:04PM
  • Ive only been with Wave for a little while and have been sending invoices on here for a couple of weeks. Ive found quite a few of my customers aren't getting their invoices. Has anyone else had this problem and if so what was the problem.
    Rita_Dey_2019 1 view 2 comments Most recent by AlexL July 17, 2019 5:10PM
  • Scheduling payment reminders is really helpful. It would be great if these could be on by default (maybe that could be an option in preferences). Also for recurring invoices.
    mark314 11 views 1 comment Most recent by ChelseaK July 16, 2019 7:54PM
  • The ability to be able to set the quote comments to be replaced by the invoice comments (or "archived" underneath the Invoice comments) would be extremely beneficial. More often than not, the template comments you set for a quote are vastly different to the ones you'd set on an invoice, especially if the quote is only an estimate.
    bigjazzz 1 view 3 comments Most recent by AlexL July 16, 2019 5:18PM