Sales & Invoicing Feature Ideas

 

Discussion List

  • I saw a post from about 6 months ago about ACH reoccurring payments beings brought up to the developers. Is this feature still be discussed. If so, any idea of an eta?
    DynamicMedia 1 view 1 comment Most recent by BarsinA July 3, 2019 8:14PM
  • 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 56 views 2 comments Most recent by JamieD July 3, 2019 5:10PM
  • Current date format is month/day/year. How can I change to day/month/year ?
    StevenChen 63 views 5 comments Most recent by System June 26, 2019 6:54PM
  • Is there a way for a Wave user to send an invoice to another Wave user? I currently get invoices from my freelancers via email. Would be great if they appear in my Wave account as owing, under Bills.
    Trinibajan 11 views 1 comment Most recent by AlexL June 26, 2019 3:45PM
  • Whenever I send an invoice the message area is blank, I swear at one time there was a way I could save a standard message so I wouldn't have to type "Thank you for your order please look over..." each time a send an invoice. For awhile now this has been showing up blank and I can not find the area where I can save a standard message. D…
    toastytush 70 views 6 comments Most recent by JordanD June 26, 2019 1:37PM
  • Hi, I've just moved over to Wave from Zoho, great product, nice and simple, but can't see a way to have bills/outgoings set-up on a recurring schedule. Items such as web hosting, rent, internet costs, etc., are the same each month. Right now it looks as is I need to manually create the same bills each time. Is there any way to automate this? Is i…
    adam_akson 11 views 1 comment Most recent by AlexL June 25, 2019 4:51PM
  • Is there a way to attach a photo to the invoice? I have an art gallery and would like to attach in the description a picture of each artwork. Thank you
    Azel 61 views 4 comments Most recent by chuckg June 25, 2019 3:26PM
  • A little while ago I received a notification from Wave stated they were going to introduce a system where deposits could be allowed and manage whilst invoicing. There has been no action on this and I wonder if we have been told that to "keep us quiet" as several Wave users were threatening to leave and use another system. Is there any g…
    Hawp 11 views 1 comment Most recent by Samd June 21, 2019 4:39PM
  • Hi, Last year I took a payment/deposit for a project that is happening this year. The invoice was $2,000 towards project X and it was paid. Now I have given them an invoice for the complete project, but can't figure out how to show payment on the invoice without booking the sale twice. Any help would be appreciated. Thanks Lorie
    slaterfoto 24 views 2 comments Most recent by slaterfoto June 20, 2019 5:51PM
  • Hi there, I'm not sure if I'm on the right forum but I wanted to know whether there was a way of making my company logo larger at all? I've tried resizing and uploading as a bigger jpeg but it doesn't seem to make any difference. It's coming up too small compared to the wording on the right and doesn't look right. Any help would be greatly appreci…
    MHI_BH 63 views 3 comments Most recent by BarsinA June 19, 2019 8:43PM
  • I would like to add a snapshot of a conversation where a company requests a loan, an employee asks for advance payment, a customer promises a late payment and finally the receipt itself on the journal transaction that I create. Some apps in the market already have this. Can you tell me if this is a planned feature yet or nowhere in the near futur…
    Anagros 11 views 1 comment Most recent by JamieD June 17, 2019 4:26PM
  • Is there a way to make your invoice say due upon receipt instead of the date there
    Daz187dc 33 views 1 comment Most recent by BarsinA June 13, 2019 8:39PM
  • gengen
    Hello, Can we please have the option to customize the invoice reminder emails in the same way we can customize the invoices? Thank you.
    gen 52 views 7 comments Most recent by gen June 11, 2019 7:26PM
  • Is it possible to change the wording of your payment reminders?
    Berhoz 165 views 17 comments Most recent by JellyfishChris June 7, 2019 7:24PM
  • PYPPYP
    Many of my sales are conducted in cash, and rendered at the time the service is complete. I have no need to invoice customers. How can I record a sale, without having to make an invoice? Is there a receipt option instead?
    PYP 11 views 2 comments Most recent by Rahim June 4, 2019 6:32PM
  • Not a big request I'm sure, but I have several invoices that are currently involved in a legal battle for payment. I would love if there was another status/tab for invoices I can move there which are undergoing a 'issue' of some kind. That way the 'unpaid' tab can be with invoices still pending payment, and those in the 'dispute' tab for example…
    MartinCA 22 views 2 comments Most recent by Rahim June 4, 2019 6:24PM
  • 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 203 views 10 comments Most recent by JamieD June 4, 2019 5:03PM
  • Is there a way that i can search for a customer based on the phone number? I deal with a lot of customers and currently I have to open several customers before i find the right one just due to name repetition. for example i have about 30 Mohammad's as customers. 6 Grace's 8 Ady's etc. Which means I have to go through all of them until i find the r…
    Bree 1 view 2 comments Most recent by Bree June 1, 2019 6:52PM
  • I know this is something that has been asked before, but let me open the scope of its importance. PROBLEM For customers of Wave who have a large number of stock codes, the configurations maybe are repetitively grouped together. To prevent having to re-add all the items that exist on another estimate over and over seems like an improvement worth …
    dane 392 views 59 comments Most recent by Kevin Kelly May 30, 2019 4:13PM
  • Please implement Bold, Italics etc on invoices. Even if its only on the notes. It would be nice to Bold one line so it catches the eye easier and make sure clients take note of it.
    Loman 324 views 10 comments Most recent by ReubenB May 29, 2019 1:44AM
  • I need to attach receipts to my invoice on which they are listed when they are reimbursable by the client. The client needs pdf copies of these receipts. How can I select the receipts I want to extract to ONE pdf such that I can put them in the same email. Even better would be if I could select and assign them to the invoice. Thanks Simone
    Simonereeves 22 views 3 comments Most recent by AlexL May 28, 2019 4:31PM
  • Is it possible when you have linked your bank account to Wave for it to recognise when an invoice is paid based on the payment details such as the client's name? I would like to know this before deciding to link the bank account. I would like to you use the automatic remind feature on the invoices but I'm worried I will forget to manually log tha…
    Amelia 11 views 1 comment Most recent by Samd May 27, 2019 9:32PM
  • Good day. I am new to Wave. How do I add more than one email address to the customer details if I need to send the invoice to more than one person at that company. THank you
    Masihule 12 views 1 comment Most recent by ZoeC May 24, 2019 7:49PM
  • This discussion was created from comments split from: Feature Request- Recurring Bills.
    System Closed 2.9K views 176 comments Most recent by Samd May 24, 2019 7:27PM
  • One of the features I love about Wave is the Receipt app. It makes it super easy and convenient to track expenses on the go. Now that I have a couple of sales reps incurring expenses while they are on the road, I'd like to extend the Receipt app feature to them without giving them full access to the company's financials. So my feature request i…
    Starik70 11 views 2 comments Most recent by Starik70 May 9, 2019 12:40PM
  • Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate them
    BWI_ 11 views 8 comments Most recent by Oliver_umpp May 8, 2019 4:35PM
  • I have spent a day trying to determine why there is cash outflow generated on my cash flow reports. After hours googling and then looking through the forums it appears other people may have the same issue. What I have discovered is the "outflow" directly corresponds to the 'discount' I have given clients in specific invoices. Wave seems …
    Diatad 31 views 2 comments Most recent by Diatad April 29, 2019 4:41PM
  • HOW CAN I ADD SALES PERSON IN EACH INVOICE SO THAT I CAN CALCULATE EACH SALES PERSON'S COMMISSION.
    RISHABH_12 43 views 3 comments Most recent by JamieD April 23, 2019 6:19PM
  • Dears Wave's team as non profit business I still examining this software and for non profit accounting it is important to have extra classification for the income and the expenses this can be added in many ways 1- make product and services provide sub items/services , this can help to classify the services as restricted or unrestricted for the e…
    eyadkat 12 views 1 comment Most recent by Charlotte April 22, 2019 9:19PM
  • 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 33 views 1 comment Most recent by ZoeC April 22, 2019 9:02PM