Sales & Invoicing Feature Ideas

 

Discussion List

  • I would love to be able to see all payments received, whether through Wave or entered manually, on the Payments page under Sales. Would be nice to see all payments at a glance without running a Report. I would also love to see a field for entering payment type/check number, etc., when entering a manual payment. And I would LOVE for that informat…
    TrishaK 20 views 1 comment Most recent by EmmaP February 21, 2020 7:12PM
  • I'm really happy with so many aspects of Wave, but am still having trouble finding a way to create a packing list. I'm hoping there's one hidden somewhere in the big new rollout. Any help is much appreciated!
    hickorysmoke 1.2K views 28 comments Most recent by Barsin February 19, 2020 12:38AM
  • Overall, we love using this app!!! It is way easier than QuickBooks and anyone can use it. It is not without its challenges, but you all have been making wonderful improvements since we started using it in January last year. Many of my clients have multiple persons in their organisation who have oversight regarding billing and payments and requir…
    JanBB 25 views 2 comments Most recent by JanBB February 17, 2020 9:06PM
  • Hello, it would be great to get a report on the following items.. * Recurring Invoices (would be nice to see summary of how much is coming in per month and per year) * The payment screen, would be nice to see a total of payments made by bank transfer or credit card and the cost of receiving those payments
    HVTech 17 views 1 comment Most recent by AlexL February 13, 2020 3:25PM
  • Hi, Is there a way of adding a second currency to the 'Total Amount Due' at a specified rate. For example we are operating in the Caribbean, we normally charge in US$ however on some occasions we charge in EX$, having both on the total amount would be very beneficial. Obviously we would also want to be able to set the exchange rate manually as we…
    Elmohs 22 views 2 comments Most recent by Elmohs February 13, 2020 1:06PM
  • Hi, I have a coffee shop and I have loads of customers. I do not issue any invoices for transactions. I need to record my sales in Wave. Could you please advise me if I can import sales data into Wave from iZettle? I want to track my sales by each item (i.e. how many lattes I sold). I am not really interested in the invoice feature of Wave.
    gyuzalamuzafarova 243 views 4 comments Most recent by AlexL February 10, 2020 8:46PM
  • Hi, I see that one download invoices but not recurring invoices, are you looking at adding this feature to the add-on for ~Google Sheets as it would make it easier to do bulk changes to recurring invoices. Kind regards, Antonie
    Antonie 15 views 1 comment Most recent by AlexL February 7, 2020 10:24PM
  • 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 265 views 2 comments Most recent by GrantWHall February 7, 2020 9:24PM
  • I could be wrong, but there's no way to search a customer by their account number. There's a field to add the account number when adding or editing the customer, however, there is no way to search by account number as far as I can tell. Can someone tell me if there is a way to achieve this? Also is there any way to add additional notes unto a cust…
    DexterTittil 318 views 4 comments Most recent by GrantWHall February 7, 2020 9:06PM
  • Extremely frustrated with waves policy to hold my customers bank payments. There policy states "Bank Payments may take 7 business days or more depending on your and your customer's bank to my business" Translation, we will hold your hard earned funds in our account to force you to except credit card payments only to increase our revenue …
    Terence 13 views 0 comments Started by Terence February 5, 2020 1:48PM
  • Hi - does anyone know how I can pass the invoicing fee on to my customer? Is this possible?
    TheFemaleCollab_123 28 views 3 comments Most recent by moak February 5, 2020 1:19PM
  • Hi there— As it looks like many others have also pointed out in this features forum, Wave is very behind when it comes to invoice-related functionality. This list of features below is what most businesses need when it comes to invoicing (I'm a consultant, but I have worked in various fields and our invoicing software always had these features). M…
    MFMDC 33 views 1 comment Most recent by AlexL February 3, 2020 8:11PM
  • 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 394 views 3 comments Most recent by AlexL January 29, 2020 6:48PM
  • Hi All, I use wave and like it a lot, however there are some important functions that i find missing , the main one is to customize a template with recurring items like travel fees / materials / parking fees etc that I have almost in every invoice and I need to manually enter again and again . If someone has a solution for that I would be grateful…
    hmh_mike1424 76 views 8 comments Most recent by AlexL January 23, 2020 10:51PM
  • Wave invoicing has been fantastic for us. One thing that would be very helpful would be a place to record some notes. There are three of us that use the system and though we try to tell each other what we have done it would be nice to record the information along with the invoice so it is there, just in case. Thank you!
    StephanieGB 18 views 2 comments Most recent by StephanieGB January 23, 2020 3:28PM
  • Hi there, Is there any way on Wave to see total number of customers? It's a bit time consuming for us to scroll down through the list of customers and counting one by one. Thanks for your help.
    Sisco 21 views 2 comments Most recent by Sisco January 17, 2020 4:16AM
  • Hi! In my invoices I need to create a tax code that is being deducted rather than added to the amount outstanding. Can you please guide me? Thank you!
    C_Constructions_1 257 views 6 comments Most recent by Jk11 January 16, 2020 8:36PM
  • Hey Guys, how about recurring bills? I need this feature very much and I thought that anyone else should have an interest in it. ;)
    Hrayr Poll 13 views 0 comments Started by Hrayr January 16, 2020 1:37PM
  • Is there a way to add a note in the email that is sent when sending an invoice, I know I can manually enter a note each time one is sent but I would like to add the same note in all the emails when sending an invoice. For example: Please make checks to - company name I already have it on my invoices but still gets overlooked sometimes. I think h…
    Chipfo 20 views 1 comment Most recent by ConnorM January 15, 2020 8:06PM
  • 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 158 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 20 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 355 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 10 views 1 comment Most recent by AlexL January 9, 2020 7:37PM
  • 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 767 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 11 views 1 comment Most recent by Barsin 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 43 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 107 views 0 comments Started by standerksen December 25, 2019 7:47AM
  • 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 31 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 12 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 646 views 17 comments Most recent by AlexL December 10, 2019 7:39PM