Sales & Invoicing Feature Ideas

 

Discussion List

  • HOw do you handle a return check and the fee the bank charged for the return. I had posted the payment to the invoice and in sales
    Marsha 18 views 2 comments Most recent by JulianP March 2, 2021 9:12PM
  • I am seeing 'bank payment' option in the header, however I am not seeing any option to enter customer's bank routing number and account number, in setting up the customer for recurring bank payment rather just open to enter credit card number. Is this functionality there with wave?
    Meena 12 views 1 comment Most recent by JulianP March 2, 2021 7:50PM
  • I am setting up recurring invoicing and I noticed a difference between certain customer options. For example, Cust A has an option to send both the invoice and receipt automatically while Cust B only gives an option for sending the invoice. I've attached a screen of both. How can I change the setting for Cust B to receive auto receipts after paym…
    RichardH 15 views 1 comment Most recent by JulianP February 26, 2021 9:56PM
  • This discussion was created from comments split from: Feature request.
    System 4K views 40 comments Most recent by AlexL February 23, 2021 3:59PM
  • Is there a way to get the total amount of money invoiced for a specific date range? Sometimes I need to enter a range of dates (January 25-Feb 5 for example) and see the total amount I invoiced my customers for during that time. I know how to bring up all the invoices for a date range but I end up having to go through the list and manually add u…
    RyanMcCarthy 15 views 5 comments Most recent by KiahD February 18, 2021 9:12PM
  • I send the same email message to all my customers when sending them my invoice. Is there any way to have a standard message for all outgoing emails. Also my emailed invoices all go to two email addresses. How can i add a second email address to all outgoing emails?
    Mowerman 81 views 7 comments Most recent by shancapps February 18, 2021 3:40PM
  • Is their way to search the contents of invoices. I routinely need to find an old invoice for a project and often don't remember who the payee is. Its a pain in the A** to find them because your invoices are not searchable. If I could search for notes I put into the invoice or for my own Job Number it would be tremendously helpful. Can't und…
    Curt 89 views 4 comments Most recent by KristenV February 17, 2021 9:03PM
  • I like the Checkouts idea and how it makes it easy to use but is there an option to pay by bank account?
    Moonis 4 views 1 comment Most recent by KristenV February 17, 2021 8:40PM
  • If there is a dispute on whether an estimate or invoice was edited after an agreement was made is there a way to view the edit history to satisfy or show to the customer? Or should we encourage customers to save the pdf immediately when the estimate is agreed upon?
    Chipfo 33 views 2 comments Most recent by Chipfo February 17, 2021 8:29PM
  • I like that when creating a customer the Zip code is asked for first, but with that being the case it seems logical for the Country & State to populate automatically off of that.. Currently that is not the case and would be appreciated instead of having to set those manually every time a customer is added.
    Spoonhandle 3 views 0 comments Started by Spoonhandle February 13, 2021 2:21AM
  • 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 348 views 11 comments Most recent by Jack174 February 11, 2021 1:39PM
  • We need notifications by e-mail to be send out to customers and to ourselves when a credit card on recurrent billing gets declined. This is definitely a valuable feature that needs to be implemented ASAP by the developers!
    kustercomputers 13 views 2 comments Most recent by kustercomputers February 10, 2021 8:41PM
  • I have 2 scenarios where time and again, I've wished I could archive Products and Customers. My business doesn't have many repeat customers (or each customer has a shelf life of about a year at the most where I'm billing them multiple times). After several years, I'm now left with a monstrous list of clients to sort through when looking for conta…
    czyadgrl 946 views 64 comments Most recent by AlexL February 10, 2021 5:29PM
  • 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 826 views 5 comments Most recent by AlexL February 8, 2021 6:30PM
  • This question may have been asked already but I cant seem to find the information. Can one create two different invoice templates on one business account? For example I have two different bank accounts so I want to have an invoice template for classes with the one lot of banking details and another one for products which has a separate bank acco…
    Ilhaam 30 views 3 comments Most recent by AlexL February 8, 2021 3:52PM
  • I am trying to make the transition but just reworked an Estimate and when I printed it, the font size is super small. I don't see any way to make it a size that an average human can read. Please tell me I've overlooked it and help me make the change. TIA for any help.
    NCoury 46 views 1 comment Most recent by AlexL February 5, 2021 3:51PM
  • We are a branding/advertising agency with customers in every industry. Becuase of the nature of our business and operation model, we are required to seek approvals before starting projects and track jobs accordingly before invoicing. Currently the WaveApps estimate system is very limited and does not account for holistic procedural updates to the …
    theAREnetwork 327 views 8 comments Most recent by AWeiss January 28, 2021 6:06PM
  • Having a button on the estimate for clients to Approve it and then it automatically converts it to an invoice for immediate payment. This would eliminate so many steps for me and my client. Right now I email the estimate, client responds via email with approval. I convert the estimate to an invoice then I email it to the client.
    Kr8ve1 30 views 2 comments Most recent by AWeiss January 28, 2021 6:06PM
  • When enabling payment by credit card, please allow a further option that, when enabled, automatically adds a "Credit Card Processing Fee" item to the invoice if the customer chooses to pay by card. The cost of the additional item is calculated so that the original invoice total will be received by the Business, with Wave still taking its…
    Virgil 207 views 12 comments Most recent by Captain_Fix_It January 27, 2021 5:04AM
  • 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 53 views 3 comments Most recent by Milo January 27, 2021 12:01AM
  • Is there a way to search for a specific invoice via the order number or any other text in the invoice? I only have one client that I subscontract to.. and they often ask me to resend an old invoice... Currently I'm having to guess the date and open many invoices before I find the correct one... It would be so simple to just search for the ord…
    racer 784 views 13 comments Most recent by MBiT January 22, 2021 7:28PM
  • Hello! I've tried searching but I keep getting all kinds of random results. I have a law firm that, unlike my others, requires each law clerk (there's about a half-dozen and counting) to receive their own invoice. they note it in the client file and do whatever they do and only then do they send it to accounting. so each of them has to recei…
    Charlene_H 18 views 1 comment Most recent by Mikeg January 19, 2021 2:15AM
  • Hey! Not sure where to put this, but i think Wave is missing such an essential feature. In the customers section, Wave should show details about a customer instead of just allowing to edit it. For example, show invoices previously paid by customer and all other information relating to that customer. of course along with editing them. EDIT: There'…
    alibhai 12 views 0 comments Started by alibhai January 18, 2021 6:57PM
  • 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 3 views 2 comments Most recent by KevinO January 14, 2021 12:36AM
  • 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 654 views 9 comments Most recent by AlexL January 11, 2021 5:09PM
  • Idea: Allow email receipts to be sent directly to WAVE for processing We really want to use the forward email receipt to wave but it this process only accepts PDF files. The issue is that most of us don't receive email receipts as PDF, their usually a straight email in a EML or PSTformat when forwarded. This places all the work on your custom…
    _Derek_ 12 views 2 comments Most recent by _Derek_ January 5, 2021 3:58AM
  • 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 2.1K views 24 comments Most recent by Dedric January 2, 2021 7:44PM
  • Is there a way to create a sub customer or organize your invoices by Job Title/Description?
    bap01 22 views 1 comment Most recent by AlexL December 30, 2020 3:33PM
  • My client pays my invoices by ACH transfer, because WAVE removed my ability to have credit card payments, as I’m a new wave user :neutral: Payments are taking 10 business days to arrive in my account. It’s really frustrating. Any intel would be helpful
    JennaB1991 18 views 1 comment Most recent by AlexL December 29, 2020 3:35PM
  • Hi! First of all, amazing service. I am on the verge of switching to Wave for my customer invoices completely. I love the draft-approve-send logic behind the invoices, it gives me a clear overview about which invoices need to be sent. The only problem for me is that in my opinion the default mail template sent by Wave (if you click 'Send invoice.…
    standerksen 226 views 2 comments Most recent by AlexL December 29, 2020 2:45PM