Sales & Invoicing Feature Ideas

 

Discussion List

  • Right now, when I go to share an invoice link from the invoice page, it copies the link, but in a format where the font is large and it highlights it in yellow (see attached screenshot). So, whenever I am about to paste it into an email, I always have to re-format it. It would be great if this could just be copied in plain text instead of this for…
    vannemic 11 views 1 comment Most recent by JordanD April 18, 2019 7:06PM
  • It would be great if there was a place at the end of invoices to be able to easily add a discount (rather than adding a negative line item in the invoice) and to request a deposit (rather than asking the client to change the "amount to pay" field amount when they are paying the invoice). Freshbooks has this on their service and it is ver…
    vannemic 23 views 1 comment Most recent by Ryan_W April 18, 2019 6:43PM
  • Hey Guys, Is it possible to somehow automatically charge a late fee for customers who's payments are overdue? I'm open to workarounds as well. If there's not already a workaround, it would be a great feature to have on Wave. Thanks!
    ASPS 205 views 7 comments Most recent by JamieD April 17, 2019 3:44PM
  • Hi I want to add another JPEG to my invoices in the body of the invoice right at the bottom. I have a company that protects me from clients that don't pay but i just want to make their logo visible on my invoices so everyone can see i am protected by them please. How can i add the logo to my invoices. Morne
    Morne_07 11 views 1 comment Most recent by JamieD April 15, 2019 9:31PM
  • Hi!I am giving clients the option of paying with either paypal (and paying for the fee), OR paying via transferwise account number (which I will put on the invoice). I have monthly retainer clients so curious if I can select to "add" the paypal button to specific invoices or if I choose to pay with paypal, then the paypal button is on ev…
    Lizzie 62 views 1 comment Most recent by JamieD April 13, 2019 8:48PM
  • I live in the UK and I'm self-employed, so I'm registered with a UTR number but not VAT. I'm new with Wave and I'm trying to make my first invoice. I just connected my bank account and I was about to activate bank payments but the format shows a VATn° section but not UTRn° section. It seems like not suitable for self-employed not VAT registered. …
    CorinnaL 11 views 2 comments Most recent by CorinnaL April 13, 2019 7:02PM
  • Would anyone know how to resolve this? A customer mistakenly double paid on an invoice, so I refunded them, which shows in transactions (bank account is linked). In order to balance this out I allocated the full payment to the invoice, and then merged the deposit with the invoice in transactions. However, how and where do I allocate the refund to …
    ElevationTECH 11 views 1 comment Most recent by JamieD April 12, 2019 11:40PM
  • Hi all. I need to be able to create a purchase order which I then send to the supplier as confirmation of my order to them. How do I go about this as all I see is Bills which is not what I require? Thanks,
    bruskieza Closed 6.2K views 104 comments Most recent by BarsinA April 12, 2019 7:49PM
  • ****Hello, I would like to clarify why when i record a payment to a bill, then i split that payment to categorized products to customers; it will show that the bill is not paid. below i include a transaction been paid but it shown in the bills not paid (Image) can any one help how i can do that and still the bill shown as paid.
    Tameem_ALZOABI 21 views 1 comment Most recent by AlexL April 11, 2019 4:23PM
  • I'm new to Wave but have looked everywhere and can't seem to find a way to filter receipts by customer. I have employees who bulk enter their travel receipts. I need to pull them up by customer in order to bill for reimbursement. Am I missing something?
    KB_SS1 12 views 2 comments Most recent by KB_SS1 April 10, 2019 3:48PM
  • Sales->Customers The resulting list is really hard to quickly sort through because the contact name and business name are forced into a column that looks to be only about 6 characters or 1" wide. I currently see only 2 customer contacts on my screen because the text forces the rows to continue to take up screen space. It's really helpful…
    czyadgrl 12 views 1 comment Most recent by JamieD March 28, 2019 4:20PM
  • Hi Rahim I saw that there was a few discussions on delivery notes not part of Wave. It is also crucial for our business and we really consider moving to Wave as our accounting system. A delivery note, should be really easy … just as you convert an estimate to an invoice, I think you could convert an invoice to a delivery note as well. The major d…
    Bernice 136 views 1 comment Most recent by JamieD March 27, 2019 2:13PM
  • Is there a way in the existing platform to create customer groups? So that I can easily see all the customers in that one group, rather than having to look through the full list?
    KelAsp 31 views 3 comments Most recent by KelAsp March 25, 2019 9:15PM
  • Is it possible to sub total parts and sub total services when invoicing?
    GilsMarineEngine 21 views 3 comments Most recent by AlexL March 25, 2019 5:18PM
  • What do the numbers in Cash Outflow relate to? I've created five invoices, and the total I've invoiced for matches up to Net Cash Change, but I dont understand why there is anything in Cash Outflow. This also affects the figure in Cash Inflow.
    Sara_the_dog_runner 35 views 1 comment Most recent by Samd March 21, 2019 7:10PM
  • Hello, I'd like to submit this feature request to make it easy to download and print paid invoice receipts. Right now, I can only send them via email, which is great, but many clients require I bring a printed receipt when I pick up the check for payment. I am currently printing the receipt web page view into PDF which is not ideal as there's a …
    Starik70 38 views 1 comment Most recent by JamieD March 20, 2019 9:09PM
  • Am new to this and whilst inputting customer details I need to have an opening balance as they have credit with us. How do I do this so it is clear on their statement
    nutnut 31 views 2 comments Most recent by nutnut March 20, 2019 7:51AM
  • I am based in South Africa and it is law to include both the supplier (myself) and the customers tax/VAT number on the invoice. I cant find any customisation on the Customer area to include this information?
    jakes05 31 views 5 comments Most recent by AndyBoy March 19, 2019 5:54AM
  • Dear Support I am able to convert Estimate to Invoice. But then i see the Estimate still showing in my list of Estimate. Is there a way like once an Estimate is converted into Invoices, then that Estimate not to show again in the Estimate list ? Zibran
    ahmed 143 views 9 comments Most recent by aschafer14 March 19, 2019 2:51AM
  • Hi there, i have only a couple of customers that i invoice but each invoice i send to them contains the same items just with different costs attached and chronological invoice numbers for each client, How can i create templates for these, so i don't have to sit here and add 16 items in the correct order each week?
    bagger36 21 views 3 comments Most recent by JamieD March 15, 2019 4:32PM
  • How to remove a Wave logo that we have in invoices? Currently, we are evaluating Wave invoicing app at Rioks, and wonder if we can possibly use it for the future clients' billing. The problem is - having an extra branding inside of the email and sender's email to belong to waveapps.com will not build our image of a professional company. Any so…
    Oleksiy 759 views 11 comments Most recent by roberth709 March 14, 2019 8:47PM
  • We often have many estimates to do one after the other but at present Wave has to return to the Estimates summary page to begin a new estimate. It would be good to select create New Estimate from the final review or View screen. Same comments for invoices and bills. Maybe add another button between "Convert to Invoice" and "Customer…
    Tim_Atkinson 3 views 1 comment Most recent by Katie_Silkina March 14, 2019 7:18PM
  • Hi everyone! My question is two fold: I do many invoices per client per month and they prefer to receive a monthly statement, in stead of each invoice separately. Is there any way to send bulk statements to all my customers with invoices outstanding? (At the moment I go to each client and send a statement - it takes forever...) Then, when I rece…
    Melaniedv 12 views 1 comment Most recent by JamieD March 14, 2019 4:41PM
  • Can anyone tell me if credits are included in the outflow in Cash Flow Reports? We use Wave to create invoices, but do not have Wave linked to a bank account. We are trying to generate income reports for tax which include only income from paid invoices, not invoices not yet paid. We have outflow amounts on these reports, but have not paid anyone o…
    Ptfyp5_15 21 views 1 comment Most recent by Ryan_W March 6, 2019 11:34PM
  • 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 54 views 1 comment Most recent by Mikeg March 2, 2019 4:08AM
  • I used to run a sales tax audit report at the end of a month to show me the invoices that had been generated, It would detail the Amount before Tax and the Tax Payable - I can't seem to find such a report - can anyone suggest an alternative or a workaround? I used this to calculate the VAT I owed at the end of the quarter.
    aneil79 51 views 6 comments Most recent by ZoeC February 25, 2019 6:35PM
  • When a payment is recorded, can there be an option to upload the paper receipt given for that payment so that paper trail is on record?
    nirura 1 view 1 comment Most recent by Samd February 22, 2019 5:05PM
  • How can we activate payment by wave feature in our business? We are an Indian company.
    giapjournals 11 views 1 comment Most recent by Samd February 21, 2019 5:57PM
  • A competitor to Wave does an awesome job of notifying you when your cutomer opens your invoice. You can get notifications for this and also see it under the invoice or estimate. (Image)
    steelboxco 52 views 4 comments Most recent by Corbett_canines_18 February 19, 2019 7:08PM