Sales & Invoicing Feature Ideas

 

Discussion List

  • Please allow us to define custom currencies. This would help with issues revolving around payments made in Bitcoin and other obscure currencies or digital platform token. With custom currencies, you can create accounts denominated in that currency. Since you do not have any rate provider source and to keep the scope simple enough, I propose that a…
    Kukks 7 views 0 comments Started by Kukks March 2, 2020 7:36PM
  • Please allow us to define custom currencies. Once a custom currency is defined, an account be be set to that currency. In terms of exchange rate, when a transfer happens to this account, I, need to explicitly enter it.
    Kukks 5 views 0 comments Started by Kukks March 2, 2020 7:36PM
  • This discussion was created from comments split from: Feature request.
    System 2.3K views 35 comments Most recent by EmmaP March 2, 2020 4:09PM
  • It would be great to have the ability to generate a payment link for a customer quickly without having to create an invoice and then send it to them. I don't use email to sign up my clients, so I'd like a quicker easier way to get them to pay me. because Checkouts is not available in the UK it would be really helpful to have the ability to quick…
    jays 11 views 0 comments Started by jays February 25, 2020 9:52PM
  • Preferably, I would like the ability to effective date different types of transactions - like a Customer row. We are a small Homeowners Association and so we typically know when a house is sold and who the new owners will be...etc. So it would be nice to go into Wave and provide an effective date for when the old owner is no longer "effecti…
    GrantWHall 16 views 3 comments Most recent by GrantWHall February 25, 2020 8:31PM
  • As Treasurer of a Homeowner Association, I need to see see which customer and invoice it was that you clicked on and are entering a payment for on the Record A Payment screen, so that I can avoid accidentally crediting a the wrong payment to the wrong invoice and all related downstream problems. *What do you do? Treasurer of a Homeowner Associati…
    CyberHez 29 views 2 comments Most recent by EmmaP February 25, 2020 7:32PM
  • (I posted this in Using Wave as a question, but am also posting here as a feature request) Virtually all of my customers are one-time customers. I teach cycling courses and right now I have set up a Customer as "Course Registration" and then I put the person's name in the Notes. However, because the Notes field can't be searched, I have…
    SaferCyclingCalgary 26 views 3 comments Most recent by SaferCyclingCalgary February 22, 2020 7:23PM
  • Customer used-to not pay the paisa(decimal) part. They want to deduct the same from Invoice. Please advice how to add the round-off part in Invoice.
    deepakcsingh 316 views 2 comments Most recent by virtualworldGlobal February 22, 2020 9:20AM
  • I would love to be able to see all payments received, whether through Wave or entered manually, on the Payments page under Sales. Would be nice to see all payments at a glance without running a Report. I would also love to see a field for entering payment type/check number, etc., when entering a manual payment. And I would LOVE for that informat…
    TrishaK 18 views 1 comment Most recent by EmmaP February 21, 2020 7:12PM
  • Hi: is there a way to create a checkout that can create a recurring payment at the same time ? Or will I have to create checkout and then create recurring payment for this customer ? I am in the subscription box business and I am looking into building my website with wix. Thanks in advance
    Chanel 782 views 23 comments Most recent by joeyloman February 19, 2020 4:22AM
  • 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 1K views 26 comments Most recent by Digid February 19, 2020 12:38AM
  • Overall, we love using this app!!! It is way easier than QuickBooks and anyone can use it. It is not without its challenges, but you all have been making wonderful improvements since we started using it in January last year. Many of my clients have multiple persons in their organisation who have oversight regarding billing and payments and requir…
    JanBB 21 views 2 comments Most recent by JanBB February 17, 2020 9:06PM
  • Hello, it would be great to get a report on the following items.. * Recurring Invoices (would be nice to see summary of how much is coming in per month and per year) * The payment screen, would be nice to see a total of payments made by bank transfer or credit card and the cost of receiving those payments
    HVTech 16 views 1 comment Most recent by AlexL February 13, 2020 3:25PM
  • 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 19 views 2 comments Most recent by Elmohs February 13, 2020 1:06PM
  • 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 208 views 4 comments Most recent by AlexL February 10, 2020 8:46PM
  • 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 15 views 1 comment Most recent by AlexL February 7, 2020 10:24PM
  • We have a community organization that has 500+ homes. Everyone is encouraged to join and we would like them to pay the annual dues. They are not required to join and around half will not. Am I better off to send a generic (non-wave) "invoice" requesting payment and then creating the invoice in Wave when I receive a payment? If not, my co…
    elbmagb 227 views 2 comments Most recent by GrantWHall February 7, 2020 9:24PM
  • I could be wrong, but there's no way to search a customer by their account number. There's a field to add the account number when adding or editing the customer, however, there is no way to search by account number as far as I can tell. Can someone tell me if there is a way to achieve this? Also is there any way to add additional notes unto a cust…
    DexterTittil 293 views 4 comments Most recent by GrantWHall February 7, 2020 9:06PM
  • Extremely frustrated with waves policy to hold my customers bank payments. There policy states "Bank Payments may take 7 business days or more depending on your and your customer's bank to my business" Translation, we will hold your hard earned funds in our account to force you to except credit card payments only to increase our revenue …
    Terence 11 views 0 comments Started by Terence February 5, 2020 1:48PM
  • Hi - does anyone know how I can pass the invoicing fee on to my customer? Is this possible?
    TheFemaleCollab_123 27 views 3 comments Most recent by moak February 5, 2020 1:19PM
  • Hi there— As it looks like many others have also pointed out in this features forum, Wave is very behind when it comes to invoice-related functionality. This list of features below is what most businesses need when it comes to invoicing (I'm a consultant, but I have worked in various fields and our invoicing software always had these features). M…
    MFMDC 31 views 1 comment Most recent by AlexL February 3, 2020 8:11PM
  • Hi! I've been struggling with handling security deposits through Wave. I browsed topics about this and realise that it isn't actually built in Wave to do that. But perhaps someone has an idea for a workaround that suits my needs. We rent out rehearsal spaces for bands and hence require a security deposit from them. Since we also have two months no…
    Tapetown 289 views 3 comments Most recent by AlexL January 29, 2020 6:48PM
  • Hi All, I use wave and like it a lot, however there are some important functions that i find missing , the main one is to customize a template with recurring items like travel fees / materials / parking fees etc that I have almost in every invoice and I need to manually enter again and again . If someone has a solution for that I would be grateful…
    hmh_mike1424 73 views 8 comments Most recent by AlexL January 23, 2020 10:51PM
  • Wave invoicing has been fantastic for us. One thing that would be very helpful would be a place to record some notes. There are three of us that use the system and though we try to tell each other what we have done it would be nice to record the information along with the invoice so it is there, just in case. Thank you!
    StephanieGB 15 views 2 comments Most recent by StephanieGB January 23, 2020 3:28PM
  • Hi there, Is there any way on Wave to see total number of customers? It's a bit time consuming for us to scroll down through the list of customers and counting one by one. Thanks for your help.
    Sisco 16 views 2 comments Most recent by Sisco January 17, 2020 4:16AM
  • 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_1 213 views 6 comments Most recent by Jk11 January 16, 2020 8:36PM
  • Can wave checkout be set in a way that client can choose how much they are paying or I can set variable amounts I will accept for payment? Thanks
    wkelley 134 views 7 comments Most recent by ConnorM January 16, 2020 8:11PM
  • Hey Guys, how about recurring bills? I need this feature very much and I thought that anyone else should have an interest in it. ;)
    Hrayr Poll 10 views 0 comments Started by Hrayr January 16, 2020 1:37PM
  • Is there a way to add a note in the email that is sent when sending an invoice, I know I can manually enter a note each time one is sent but I would like to add the same note in all the emails when sending an invoice. For example: Please make checks to - company name I already have it on my invoices but still gets overlooked sometimes. I think h…
    Chipfo 17 views 1 comment Most recent by ConnorM January 15, 2020 8:06PM
  • Is it possible for waveapps to create a client portal, so they can be able to download their own invoices, a statement and see their overdue invoices, partial payments? They would really reduce accounting admin.
    Given_XBS 88 views 2 comments Most recent by Given_XBS January 15, 2020 2:18PM