Wave Features

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Discussion List

  • Welcome to our Wave Features discussion! Wave exists to help small and growing business owners be more successful, and we appreciate your suggestions and input on how we can continue to improve. That doesn’t mean we can build everything that everyone asks for, however, so we’ve created this reference to explain what Wave is here to do, and how we…
    Charlotte Announcement Closed 3.5K views 0 comments Started by Charlotte February 26, 2018 3:30PM
  • I just started using Wave for my small business accounting, and was disappointed to discover there is no easy way to set up progress invoicing. Most of my jobs are longer term projects where the client pays a certain amount up front, set amounts at various milestones then a final balance on completion. I've looked into the recurring invoicing fe…
    mitchfx 311 views 2 comments Most recent by Staccount January 24, 2020 6:43PM
  • 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 3 views 0 comments Started by MFMDC January 24, 2020 12:46PM
  • Wave is really screwing up lately I have noticed! Removing features from banking that we were all used to seeing and using. Removing the ability to refresh our bank connections manually. Removing the banking summary on the Dashboard. I've been told by Wave Support that this new banking Aggregator (yes they are Aggravating Wave Customers to look f…
    olqop 4 views 0 comments Started by olqop January 23, 2020 5:36PM
  • 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 618 views 19 comments Most recent by Wonder January 16, 2020 1:12AM
  • When you enter a search term under Transactions, it only searches for that term within the transaction description. It will not show any transactions where that term shows up in the notes. Can we please have this "feature?"
    Reid 6 views 2 comments Most recent by Redskeets January 11, 2020 3:18PM
  • I get paid via both 1099 and W2 for one of my businesses. How do I track that income accurately in Wave to distinguish between the two so that when it comes time to pay taxes, I don't end up including my W2 income (which already has taxes taken out of it) in with my 1099 income that I still need to pay taxes on quarterly? Is there a feature that h…
    kaykay331 19 views 2 comments Most recent by kaykay331 January 7, 2020 5:28AM
  • Hello all, I'm trying to drive more of my payments directly in to wave rather than PayPal and I've recently started experimenting with Wave Checkouts. Visitors to my website today can select from a limited number of quantity options in a drop down field with PayPal. I would prefer to allow my customers to just select their desired quantity. As a …
    Chainsaw 59 views 5 comments Most recent by BarsinA January 6, 2020 8:45PM
  • I've just sat down to do my last quater's accounts. The first time I've really got to use Wave since the update The ability to sort transactions by amount in acounting has gone! Why would you get rid of this Wave? You can only sort by date now, more or less useless in ths context. The best way I found to go through my accounts is to enter and…
    Limitedheadroom 75 views 11 comments Most recent by CGNHerbalist January 5, 2020 7:59PM
  • Note: Based on reading other posts, I believe I'm still on the old system (bummer, since I've been opted into Wave Labs for years now). I'm trying to get an accurate view of income for 2017, one that allows me to match up 1099 income with a Wave report. The closest report I seem to be able to get is under the Income Statement option. The problem …
    Annie 88 views 6 comments Most recent by aDesignedLifellc December 25, 2019 3:41PM
  • Hi. How can I sort transactions by vendor? I used to be able to do this. I use this feature a lot! * SR
    SR1419 98 views 2 comments Most recent by mishtc December 22, 2019 3:34AM
  • Is it possible to add a % markup button on products & services in both estimates & invoices when Adding a line?
    Forstech 362 views 24 comments Most recent by anthonyleemartin December 11, 2019 2:26PM
  • Hello I am wanting to generate a report to show my income and expenses in order to complete my tax return. I have entered the correct dates that I require and run the report and it has given me figures for the following: Income - Cost of Goods Sold - Operating Expenses = Net Profit I understand where the Income has come from (all the invoices th…
    Nicky 20 views 4 comments Most recent by Nicky December 10, 2019 9:56AM
  • Our business offers software & training solutions for the AEC Industry, so we're using Wave to send estimates and automate the invoicing process. We have a list of around 20 products and counting, and I noticed that there's no way to organize them into folders and categorize them for a quicker selection. So I think that by the time I add more …
    ricardo_torres21 11 views 1 comment Most recent by BarsinA December 9, 2019 10:54PM
  • Hi, I know how to split an invoice to multiple payments but I am trying to figure out how to link multiple payments to 1 receipt. I have a to pay a firm fees multiple times but I have 1 receipt. Uploaded the receipt to wave, how to link those bank payments?
    Vaga 21 views 2 comments Most recent by Vaga December 5, 2019 9:30AM
  • How to enter prepayments (advance payments) from customers?
    alirecyclers 16 views 1 comment Most recent by Mikeg November 24, 2019 5:05PM
  • Is it possible to combine them? Can't seem to figure this out.
    RyanZenLama 6 views 1 comment Most recent by EmmaP November 13, 2019 11:01PM
  • BLIBLI
    I have an account i started with Wave in 2018 then i decided to start another one in 2019 because i originally wanted to keep them separate, now I want to merge them. Is that possible? It is the same company.
    BLI 10 views 1 comment Most recent by Mikeg November 13, 2019 7:48PM
  • Hi Team, We love wave, but there are a few things that would make it even better for users! Here are some suggestions: 0) Please stop hiding transaction descriptions! Bank imports are showing numbers in transaction descriptions as XXXXXX, which is really annoying! This prevents us matching customer deposits to invoices and membership numbers. 1…
    1stBalcoScouts 23 views 1 comment Most recent by ConnorM October 30, 2019 7:46PM
  • We used to be able to click on the headers in the transaction screen and sort by dollar amount. Why can't we do that anymore?
    eporteus 4 views 8 comments Most recent by eporteus October 27, 2019 9:50PM
  • I use merging a lot after uploading receipts, but it seems it could be improved. * One of the major annoyances of merging is that it seems to prioritise the receipt data over the other data you have listed; like for example, if you merge two items and they have different descriptions, then the Receipt description will take precedence without even…
    cyphix333 15 views 7 comments Most recent by JCD October 25, 2019 2:22PM
  • Hi All :) Would appreciate some pointers on any Wave users that had some experience in printing invoices on POS Thermal Printer. Had attempted on mine which had a very blurry output. (Image as attached) (Image) Maybe there is some specific settings that could be explored or could be implemented by Wave itself. A Zillion Thanks!!!
    SiHulk 367 views 4 comments Most recent by vansp October 20, 2019 9:14PM
  • Please is it possible to connect connecting thermal receipt printer to wave.
    AstuteZubbie 31 views 1 comment Most recent by vansp October 20, 2019 9:12PM
  • I'm sure I'm not the only one who suffers from this but it seems like an easy improvement that could be added to the way estimates are converted to invoices: In the default footer and notes text for my estimate template, I have some T&Cs, while the default footer and notes text in my invoice template has payment information. Now when I conve…
    PhilGwynne 109 views 5 comments Most recent by CharlesSladdin October 19, 2019 8:53AM
  • Greetings! I'd like to propose the addition of late payment fees & interest to the creation of Invoices and Bills. I live in Brazil, and here we have a very unique kind of invoicing called "Boleto", in which you pay a small fee to a bank for the creation of a legally binding invoicing document. Frequently, one adds to these late p…
    dangosarecute 18 views 2 comments Most recent by BarsinA October 10, 2019 4:19PM
  • I am able to enter my retail sales price, but where do I enter the wholesale cost of my product service, so that the profit can be calculated?
    stevebartoli 8 views 1 comment Most recent by Mikeg October 7, 2019 1:57AM
  • I don't know about you, but in my business, many expenses (cost of sales and operating expenses) are linked to a customer. I run a touristic agency. When I invoice a client for some service, I will obviously have some related expenses. For example, in a guided tour by bus I propose (I sale), I will have also the following expenses : Rent of a bu…
    superbabtou 29 views 1 comment Most recent by JamieD October 4, 2019 7:13PM
  • Hi All .... brand new user.Not able to generate customers statements as the tab is inactive.Am i just not understanding or is this function not available?
    E36_Promo 18 views 7 comments Most recent by EmmaP October 3, 2019 7:47PM
  • Hello, I am looking for a way to create an Order form for my FB page and thought why look for a different app, especially if Wave Accounting can do it. So can it be done?
    AdeStudee 15 views 1 comment Most recent by BarsinA September 27, 2019 8:43PM
  • Hi Wave, I appreciate that you product is free, and I love it for that. But for heaven's sake can you please remove this ridiculous "important notice" on top of my personal account, that has been telling me for the 18 (!!) months that "the budgets and investments features in your personal dashboard will soon no longer be available…
    nadworks 35 views 6 comments Most recent by BarsinA September 6, 2019 7:29PM
  • Hello @Alexia Is there a possibility to introduce custom fields in the customer master, which when filled will reflected in the Invoice? (Bill to) It can be 3 or 4 custom fields. We use Wave app for generating monthly maintenance slips and we cannot mention the apartment number, apartment area, parking slot etc etc.
    UHRP3 207 views 7 comments Most recent by JordanD August 28, 2019 4:21PM