Sales & Invoicing Feature Ideas

 

Discussion List

  • I love that you can change the order of line items on the invoice. Why can't we do the same for estimates? When I'm creating estimates I try to keep similar items grouped together. Invariably, I miss a line item, but have already created several subsequent line items. There is no way to go back to insert a line item where I need it without deletin…
    KimGroty 12 views 5 comments Most recent by Steve6000 December 23, 2020 5:40PM
  • Is there a report that allows me to see how many of my transactions were paid via credit card, how many were paid via bank payment, how many via cash, etc...?
    GraphicallyHip 24 views 1 comment Most recent by JulianP December 22, 2020 9:45PM
  • Good Day Admin Please could you let me know if there will be a Delivery Notes option added at some stage. This is something that we would use on a regular basis. Thanks so much in advance :)
    Lisa_7206 801 views 12 comments Most recent by JulianP December 22, 2020 7:20PM
  • i invoiced a client with USD currency and i am trying to give the option that he should pay by card but im getting the following messages! Credit card payments are turned off because the currency of this invoice (USD) does not match your business currency (GBP). Credit card payments can be enabled only for invoices created in GBP. i spoke to str…
    Inyweb 186 views 4 comments Most recent by dlo December 15, 2020 8:43PM
  • I do books for a company in a tourist area. Many of our customers have non-local mailing addresses. I note that your invoices have an area for a second address; however, the statements do not pick up this alternative (shipping address). Would you consider adding the shipping address to the statements as well? Thank you.
    bookkeeper52 2 views 2 comments Most recent by bookkeeper52 December 14, 2020 7:49PM
  • I own a plumbing business and I am the sole employee/owner of this business that is open 24/7. I charge a 1.5x overtime fee for work started after 5 pm during the weekdays and a 2x fee for work done on Sundays and holidays. I usually apply this to the final total if the job is completed within 1 day. It would be nice to have a feature that adds th…
    Izzy123 18 views 1 comment Most recent by Mikeg December 11, 2020 2:33PM
  • The business I'm accounting for is a homeowner's association. We provide trash pickup service for the neighborhood as part of the association dues (the residents love this because we get a bulk discount and it's significantly cheaper than getting it themselves). Occasionally a resident will not get their can out on the curb in time to be picked u…
    justdave 14 views 1 comment Most recent by AlexL December 8, 2020 7:41PM
  • If I have sent a customer many invoices, it will be useful if they can pay it in a single amount. They can do this by bank transfer of course, but I would like to extend the simplicity of Payments by Wave (credit card) to this situation as well. A simple solution would be for Wave to surface a "pay" option on the Customer Statement if a…
    Virgil 1 view 1 comment Most recent by EdC_OnTheRock December 5, 2020 12:38AM
  • Good day I am aware this topic has previously been discussed but i would like to find out if the wave team has implemented a bulk invoice printing or downloading method in the wave system as this is really lacking and making the use of wave difficult. If we can get a way to download or print multiple invoices at once wave will be a very efficient…
    Mister_Jinn 1.4K views 61 comments Most recent by FOG_Farms December 2, 2020 11:31PM
  • Hello team, Is it possible to standardize the payment terms? Seems the payment term "Within 7 Days" is present only during recurring Invoice creation Invoice Customisation > Invoice settings During invoice creation Recurring Invoice
    UHRP3 303 views 5 comments Most recent by JulianP November 27, 2020 4:19PM
  • A lot of my work is paid on the basis of a contract with someone hiring me -- they simply pay me (and issue a payment record to me) without requesting an invoice from me. in such a case, i need to use the "Add income" button on the Transactions page to enter that income, and there's no way of keeping a digital record of the payment recor…
    plutek 28 views 0 comments Started by plutek November 24, 2020 8:23PM
  • Hi, is there any way to book bill directly under Inventory Accounts instead of Expenses? Secondly, if we select any Product/Services under Selling and Buying option and can se get the relevant product report. I mean any option to check the balance quantity [in Units & in Monetary] for specific units.
    Irfan_Raza149 2 views 3 comments Most recent by JulianP November 24, 2020 5:28PM
  • I'd like for my clients to have the option to choose between different shipping methods and having the grand total reflecting their choice. For instance I don't charge for snail mail but I would like for my customers to be able to choose an option between standard overnight ($10) express overnight ($20) Saturday delivery ($25) or any other shippin…
    MaxSchirru 26 views 1 comment Most recent by margit November 23, 2020 5:27PM
  • We are a travel company and when we invoice a holiday we need to assign our suppliers invoices to the clients invoice so that we can track the outgoing bill payments for that invoice. We can then ensure suppliers haven't billed us twice.
    Adamh 11 views 6 comments Most recent by bxeinc November 23, 2020 3:19PM
  • I AM FROM INDIA AND I JUST STARTED USING IT. I FEEL THAT FEW COLUMNS NEEDS TO BE ADDED LIKE customer and our gstin & sac code they are mandatory in each of our invoices and i would like to mention my account details also in it. Is it possible? And any chance of adding few fonts to text?
    BHARATHTATA6_UUSS 23 views 0 comments Started by BHARATHTATA6_UUSS November 21, 2020 8:58AM
  • Hello! We switched to Wave because it is easier to use than QuickBooks because functionalities are more streamlined. Over my last 2 years (almost) of using the app, the following questions have been asked for various reasons: * How do I track invoices and estimates sent to clients? * Can I see a report of E-mails sent from Wave? * Can you a…
    JanBB 5 views 2 comments Most recent by JanBB November 17, 2020 9:05PM
  • When you back out of an unsaved Invoice, you get a warning saying you have not saved: You don't get that when making an estimate, which arguably would need it more. My girlfriend lost two hours of work on an estimate because of this. Please fix this.
    Pdino64 2 views 0 comments Started by Pdino64 November 17, 2020 10:41AM
  • Hi there! I really enjoy using Wave and find it very user friendly. I have a few suggestions that would really help me and, from what I believe, other users as well. * It would be nice to be able to upload a payment onto a customer account without needing to make an invoice at the time, like loading credit onto a customers account. I am an Anima…
    CarleaM 3 views 1 comment Most recent by Barsin November 16, 2020 5:38PM
  • These are two unrelated feature requests: 1. Create Categories of Customers My team wants to categorize our customers using tags such as "Active Customer" and "Requested Prices" — almost like being able to organize our pipeline. We dislike visiting our "Customers" page and seeing everyone we've ever talked to in one…
    Ryan_Zernach 1 view 0 comments Started by Ryan_Zernach November 13, 2020 9:33PM
  • When you send an estimate to a client they would be given the option to approve. Not only will this serve the client from having to contact you again to approve by phone it also protects us the vendor from client saying they never agreed. It happened to us a few times. Now we require a signed copy back, This step would be eliminated by having an a…
    PMRServicesLLC 9 views 1 comment Most recent by JulianP November 12, 2020 8:57PM
  • Starting a new discussion, as I've seen several posts saying that developers appreciate feedback and look through the community discussion... It would be really, really great if you could have customisable templates for receipts for customers to go with your invoices. I am on the board of a small not-for-profit, and we have been seeking ways of …
    _AB_ 13 views 1 comment Most recent by JulianP November 12, 2020 5:14PM
  • Is it possible to put email address in the contact details section on invoices? I know there is one line I can customise but I use that for ABN number. Anywhere else I can put an email address? Surely that would be a common thing, I just can't seem to find it anywhere.
    Neety2 62 views 4 comments Most recent by SBowie November 11, 2020 8:35PM
  • I am in the process of hiring an employee and I don't have my employee to see any other features of waveapps. All I want is for the employee to be able to generate invoices for customers and record payments. Is it possible?
    gill200s 537 views 31 comments Most recent by JulianP November 11, 2020 8:29PM
  • Hello, i have signed up for this service, but i have a small problem. I cannot change the date format from the US format to European one, the field is missing. A friend of mine he has this option under ->ACCOUNTING -> Dates & Currency. Any help on that?
    Ioannis Ioannou 2.8K views 65 comments Most recent by adam_akson November 10, 2020 9:34PM
  • How do I do an estimate on the mobile app?
    Trending 2 views 1 comment Most recent by JulianP November 9, 2020 8:52PM
  • Sorry if this has already been asked somewhere and I missed it! I often want to send a quote with two unique options listed. For example, option A is a one-time purchase, while option B is a monthly agreement. Currently, I've been just creating separate quotes for this, but is there a way to include separate options on an estimate, or mark an ite…
    AbigailM 1 view 1 comment Most recent by AlexL November 9, 2020 3:30PM
  • Hello Wave, We have been blown away by Wave's capability and ease of use.. One little feature that seems an ommission is a field in Customer Details where one can input the Customers' VAT Registration number (Sales Tax Reference Number) In the short term we are inputting this information in the Customer Contact Person Fields but as our business…
    Kuagiza 23 views 5 comments Most recent by MartinRangelov November 9, 2020 1:44PM
  • This is very frustrating. Invoices do not have a place to show the customer account number. If I view a customer, it appears in the "More" section but there appears to be no way to add this to the invoices when generated. At least on the recurring billing which is what I use almost exclusively. I've taken to manually adding it behind the…
    kevinfreels 802 views 4 comments Most recent by OndemandGroceries November 4, 2020 9:33PM
  • When you email an invoice you are able to select the from email address from the drop-down list. When sending a receipt there is NO drop-down list and default to the user that is logged in. Likewise, with sending statements; there is a drop-down list. but only the current logged-on user is displayed. Defeats the object of sending the invoi…
    MarcR 4 views 1 comment Most recent by AlexL November 2, 2020 6:51PM
  • When I connected my bank account I knew from the start that something was off. The balances in all my accounts were nearly a week old. The transactions for the account that I connected did not show up in wave. This is the primary feature that I in wave. I have tried disconnecting and re-adding my bank account several times, no change. It even say…
    Alfred_Madere 188 views 2 comments Most recent by JulianP October 26, 2020 3:54PM