Sales & Invoicing Feature Ideas

 

Discussion List

  • I am just beginning to use this WAVE accounting program for a new business. I paid shipping on a bill and I usually charge shipping on products I have to send in the mail. Currently I don't see a category and can only see using "travel expense" on my bill and charging a "shipping fee" as a product line on the invoice for client…
    JMHOVILA 72 views 1 comment Most recent by ConnorM January 14, 2020 9:04PM
  • The ability to be able to set the quote comments to be replaced by the invoice comments (or "archived" underneath the Invoice comments) would be extremely beneficial. More often than not, the template comments you set for a quote are vastly different to the ones you'd set on an invoice, especially if the quote is only an estimate.
    bigjazzz 13 views 5 comments Most recent by Chipfo January 12, 2020 3:23PM
  • 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 293 views 7 comments Most recent by Sarahp1_VA January 10, 2020 2:16PM
  • Please add ability to have both time and quantity based service and product rates
    LAYERc 8 views 1 comment Most recent by AlexL January 9, 2020 7:37PM
  • LOVE Wave. Please add ability to add images to products and then have them display on sales estimates and invoices.
    LAYERc 20 views 1 comment Most recent by AlexL January 9, 2020 7:35PM
  • Hello, I live in Switzerland and i must send invoices in different languages, never in English. I can customize most texts but i can't change the most important ones, for example: * "BILL TO" text above the customer, * "Total" text under the items * "Amount Due" text * "Invoice Number" text * "Invoice…
    Fieel 686 views 36 comments Most recent by VirtualCed January 7, 2020 9:25AM
  • Hi, It would be great under the company profile if we are able to add our company email address as one of the contact option. As current profile only allows us to add contact numbers and website only Thanks
    Taha 9 views 1 comment Most recent by BarsinA January 6, 2020 9:04PM
  • 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 40 views 4 comments Most recent by Colleen_LionHeart January 3, 2020 4:08PM
  • 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 70 views 0 comments Started by standerksen December 25, 2019 7:47AM
  • I have a client that is paying a recurring invoice by credit card. He would like to do it by ACH. I know I can switch to manual payment then he could use the bank routing and account numbers to do ACH, but will he be able to set this up so it will be paid automatically like the credit card does now?
    petes 204 views 2 comments Most recent by Deboer616 December 23, 2019 5:34PM
  • Is it possible to change the wording of your payment reminders?
    Berhoz 297 views 18 comments Most recent by AccountsPro December 19, 2019 9:41AM
  • I have been using Wave for about 6 weeks and love the simple ways of invoicing both from the app and desktop. The introduction of customer statements has helped enormously however a suggestion I would like to be integrated would be. My customers pay multiple invoices once a month which means going to each separate invoice to mark it as paid which …
    GreatBakes1 23 views 1 comment Most recent by AccountsPro December 19, 2019 9:37AM
  • Prepayments are great, we can use them for the LayBy payment system that is widely used in South Africa.
    AccountsPro 10 views 2 comments Most recent by AccountsPro December 14, 2019 2:30PM
  • Is there any option that we can change the preset invoice and estimate styles with a custom made. Has anybody done it
    granda 566 views 17 comments Most recent by AlexL December 10, 2019 7:39PM
  • Hi Wave Apps it's great, but I would like it to have a section that shows the account manager details like full names, email, cell number.
    Given_XBS 9 views 1 comment Most recent by AlexL December 10, 2019 7:24PM
  • Hi, I have been getting a hard time creating profoma and follow up on all customers i sent profoma. Can wave Add this feature already? Or am i the one who don't know where its hidden? Kindly assist.
    theobbm 933 views 7 comments Most recent by JordanD December 6, 2019 4:55PM
  • how do I add column to invoice template
    Brain_123 1.2K views 73 comments Most recent by AlexL December 4, 2019 10:40PM
  • Hi! I'm from Philipphines. Is there a way to set-up a negative Sales tax on Invoice? This is to reflect Income tax withheld by Customers.?
    Infinit 118 views 3 comments Most recent by Infinit December 4, 2019 12:06AM
  • Hi I’d love to be able to set a preset message when sending invoices, estimates and receipts when sending through waze. At the moment I have text that I cope and paste in. Thanks
    F3rritt 10 views 3 comments Most recent by BarsinA November 29, 2019 10:36PM
  • Hi All, Not sure if there is a thread for this but I couldn't find one. I have a customer where the SHIP To location changes every time, unfortunately, when you change the delivery address for one invoice it changes it for all past invoices as well. Is there a plan to allow multiple delivery locations? Outside of saving each invoice then editing …
    JDAHire 18 views 2 comments Most recent by mikew November 25, 2019 5:49PM
  • Does anyone know how to get the customer's email address to NOT show up on the invoice? I don't see how to do that in settings....thanks in advance for any help
    JennKo 25 views 1 comment Most recent by AlexL November 22, 2019 4:22PM
  • 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 192 views 9 comments Most recent by Lisa_7206 November 21, 2019 6:02AM
  • Hi, I am new to Wave and just getting used to the great service. I am looking for a way of creating an end of month statement for multiple invoices for each customer. I see a link ' Customer invoices' coming soon. Is this the only way of doing it? Thank you in hopeful anticipation.
    GreatBakes1 25 views 1 comment Most recent by ConnorM November 20, 2019 10:29PM
  • 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 55 views 1 comment Most recent by ConnorM November 20, 2019 6:44PM
  • Hi, I generally love Wave and have been using it for a while. There are a couple of niggles I don't love. First, when it converts to invoice it converts as is. What I mean is that it also converts the header, footer and notes. What I'd really like is for it to bring the table over but use the invoice defaults set in the invoice editor. Because r…
    LiveFuse 20 views 1 comment Most recent by AlexL November 18, 2019 3:34PM
  • I know you can attach a PDF version of the invoice when sending through the Sales > Invoice ui. It would be great to be able to upload another PDF and attach that as well. My use case: I frequently purchase software (wordpress related themes, plugins, fonts, etc) for my clients' projects and pass the cost on to them. It's nice to show the invoi…
    davidsteindesign 15 views 1 comment Most recent by EmmaP November 14, 2019 10:45PM
  • I would like to distinguish between members of my non-profit company, who pay dues, and entities that we charge for program services. Right now, they are all characterized as customers, which means that every time I print revenue reports I have to export them to Excel and put in a lot of time rearranging everything.
    DeanSurkin 8 views 1 comment Most recent by AlexL November 13, 2019 7:19PM
  • Hi all, Is it possible to add a free text field to invoice lines? The customer wants an invoice that spells out the amount, e.g., in addition to $300, they also want to see "Three Hundred US Dollar". A bit like how checks are manually written. Thanks!
    Brouwer 19 views 1 comment Most recent by AlexL November 11, 2019 4:27PM
  • 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 425 views 60 comments Most recent by judeanfootball November 10, 2019 1:48PM
  • It would really help me out if there was a way to upload documents to an invoice. I would like to be able to upload my customer PO's to the invoices for tracking and even the ability to upload my customers payment confirmations as well. Is this something that may be possible and I'm just missing it?
    jmunson 85 views 6 comments Most recent by peterk November 8, 2019 9:25PM