Sales & Invoicing Feature Ideas

 

Discussion List

  • HOW CAN I ADD SALES PERSON IN EACH INVOICE SO THAT I CAN CALCULATE EACH SALES PERSON'S COMMISSION.
    RISHABH_12 251 views 7 comments Most recent by JulianP October 26, 2020 3:42PM
  • We have a small homeowners association with a small budget and Wave would be perfect for us if it could calculate service charges on past due accounts. I would think this would be useful functionality for any business as it is an incentive for customers to pay on time. Briefly describe your business. What do you do? Who are your customers? Small…
    LoriR 16 views 1 comment Most recent by AlexL October 26, 2020 3:42PM
  • It would help to be able to email the payment reminders more than one email address. It would be great for the automatic reminders to be sent to both/all the email addresses the original invoice was sent to as well as having the option to add email addresses when you manually send the reminder. For example, my company is a tutoring agency, in thi…
    Amelia 3 views 1 comment Most recent by AlexL October 22, 2020 4:38PM
  • Please can it be added that you can export a Statement of Account as PDF? My current workaround for this missing feature is to print it as PDF but this then prints the header and foot info like page number and website address, there is nothing wrong with that I suppose but it doesn't look the most professional. I need to be able to save as PDF to…
    Amelia 1 view 1 comment Most recent by AlexL October 22, 2020 4:36PM
  • We are small business and need to collect 20% deposit for high-price rental items ($1500+/week to 10-15K/month). We would like to be able to place a cc hold for some period of time on these items. In the past we done a line item charge on the invoice but WAVE changed us 2.9% on upfront and 2.9% on the return but these charges don't sit well for …
    _Derek_ 27 views 4 comments Most recent by Philip95 October 21, 2020 6:22AM
  • It would be really helpful to have a field within a Product entry that allows a Part number and/or SKU and allow the option of whether that is visible on estimates and invoices. I like having part numbers associated with entries, so it's easy to know what to order when a customer has accepted a proposal, but I don't like it being included in the …
    Spoonhandle 21 views 1 comment Most recent by AlexL October 16, 2020 3:45PM
  • It would be great if customers can make a selection from line items on an estimate/proposal, and the totals update accordingly.
    MYalley 17 views 6 comments Most recent by Barsin October 7, 2020 8:01PM
  • is there away to may a work order and schedule jobs or is there another program that works with wave to allow this ? i work in a repair field and need to be able to make a work order and schedule work to be done and than go from work order to invoice
    cslade9871 711 views 11 comments Most recent by JulianP October 2, 2020 7:10PM
  • Please refer to the image. As you can see it is a bit squeezed. If the developers can fix it soon it would be great. Thanks in advance.
    Isuru 6 views 1 comment Most recent by JulianP October 1, 2020 8:55PM
  • Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
    jgarsena 274 views 8 comments Most recent by AffordableFix October 1, 2020 4:44PM
  • I am planning to use Wave to send recurring invoices for rental income that I collect. Rent is due the first of the month, but generally I send out the invoices early and some tenants pay prior to the first. I see that I can create the recurring invoice to repeat Monthly on a specific date, but my problem is that I don't see a way to indicate tha…
    Everell 191 views 6 comments Most recent by trav2001 September 29, 2020 7:34PM
  • I'm sure this has been asked before, but I couldn't find any mention of it. It would be great if we could duplicate an existing product then edit it to make minor changes if the items are very similar. For instance, if I sell a cable. And different lengths of the same type of cable. It'd be nice to clone the same one many times and just change…
    DarkSaiyan 4 views 0 comments Started by DarkSaiyan September 28, 2020 2:04AM
  • I have recently implemented Wave for my membership invoicing. As a result of that experience, I have quite a few observations and suggestions about Wave. Before I list them all - I would like to know if I can put them all into 1 post or should I put each into a separate post
    RobinS 3 views 3 comments Most recent by Barsin September 25, 2020 8:09PM
  • I'm sure this has been asked before but I did not find anything in my search. I have a single client that is made up of several sub corporations, So I bill 20+ companies monthly and send them all to one account receivables person. I have to send a PDF, they don't want multiple emails, a single email with a single PDF with all the invoices. I just …
    TyJohnston 181 views 2 comments Most recent by Barsin September 22, 2020 6:15PM
  • Why is this not on the top of the priority list? I've been asking for YEARS! Come one Wave! It's card to run a service company with recurring invoices due on the first of each month when nothing is there to make that happen.
    trav2001 16 views 5 comments Most recent by Barsin September 21, 2020 7:37PM
  • Hi, I searched before posting but wasn't able to find the answer. I would like to add another payment method to the existing list but I can't seem to find out out to do it: Referring to step 3 on the invoice. Clicking on the "Record a Payment" button brings up a pop-up and under Payment Method I would like a new option. Can anybody hel…
    gjces 2.2K views 11 comments Most recent by SueC56 September 20, 2020 9:37PM
  • Please fix sizing issues in estimates in drop-down. This problem doesn't exist when creating an invoice directly. It make it very difficult to find items.
    _Derek_ 1 view 0 comments Started by _Derek_ September 17, 2020 8:38PM
  • I have a schedule of work I know I will be performing for clients along with the estimated costs for my services. None of my invoices will be for the same client, so if I don't need to set up recurring invoices, rather, I want to pre-populate my invoices, and have them go out automatically the day after I have concluded my work at their locations,…
    Daedalus 14 views 1 comment Most recent by Barsin September 17, 2020 7:08PM
  • Most of the time, I need to send an estimate to some of my potential clients, but I don't want to save them as customers in my Customers List. I want to be able to fill out customer information on the Estimate page, on the spot. Is it possible? Or will it be possible? Thank you.
    iamserdar 11 views 3 comments Most recent by iamserdar September 15, 2020 10:25PM
  • Please allow us to have 1 customer entry (essentially, the business we are invoicing) with the possibility to name different people on each invoice. e.g. I may send many invoices to Acme, Inc., but each time I need to add the name of a different manager at Acme depending on which department I have worked with.
    Virgil 2 views 2 comments Most recent by Barsin September 15, 2020 7:33PM
  • The current invoice status does not have the option for overpaid , can it be made available ? Currently I am trying to find the invoices that are overpaid and in need to go thru the invoice to find it . Appreciate the feedback from wave Thank you
    faridah 12 views 1 comment Most recent by AlexL September 14, 2020 6:43PM
  • Hello! I've been working with a few companies and trying out Wave as a bit more simplified accounting system since they don't need a lot of detailed information and styling on their invoices. However, we've run into an issue of "this is literally easier to do on paper invoicing" which, to me, should not be a phrase I ever utter. The one…
    NitroTruck 493 views 5 comments Most recent by EricB September 13, 2020 5:49PM
  • Do you have a "Leave a Review" option after invoice payment in your future projects pipeline?
    Bright_Solutions82 1 view 1 comment Most recent by Barsin September 10, 2020 7:56PM
  • Where do I find the Etimates on the phone app!!
    StarzUnlimited 1 view 1 comment Most recent by CallieP September 1, 2020 6:09PM
  • Hi there, Is it possible to scale to fit invoice/estimate before/during exporting/sending to pdf/client. ( To fit single page A4.)
    Phenyosdad 3 views 1 comment Most recent by CallieP August 31, 2020 5:35PM
  • I think it would be helpful to allow a payment schedule attached to each invoice; one that can be completely customizable. For example, we can choose that the total balance of an invoice would be broken down into 4 payments (with the option of choosing each amount or making it equal amounts) due on specific dates (with the option to have the payme…
    beautyartdistrict 12 views 2 comments Most recent by MrsThornton August 28, 2020 5:17PM
  • I'm a freelancer that bills my clients monthly in advance. Many months the invoice is just my retainer, but some months I have additional expenses that will be added to the invoice as an additional line item. Right now, if I understand correctly, the only way to do this is to 1) Cancel the recurring invoice, create a manual one time invoice for …
    Grentropy 3 views 1 comment Most recent by Barsin August 26, 2020 7:43PM
  • See title. Automated late fees are a pretty fundamental feature of a invoicing/billing application. This has been brought up before and it still hasn't been implemented. When will this be in the application? It's a major oversight
    rtisdale 1.4K views 22 comments Most recent by gdrinot August 25, 2020 2:06PM
  • 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 147 views 6 comments Most recent by Jawed_Allana August 25, 2020 12:11PM
  • Anyone else find, they need another line for the address?
    Martina_Comms 12 views 1 comment Most recent by AlexL August 24, 2020 8:54PM