feature
Discussion List
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Hello! I was wondering if the use of "tags" to track certain projects or customer transactions within Wave has ever been discussed or considered. Short of (i) going with a full-blown Class or Project Tracking system (similar to what QB uses); or (ii) having the ability to assign accounts other than Income to bills and invoices (assign …PBrooksMac 1.2K views 68 comments 8 points Most recent by ConnorM November 19, 2019 6:42PMAccounting Feature Ideas
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As mentioned by some members, I hope Wave can implement a Credit Note feature. This is a very basic and important function for accounting and auditing purposes. Work around it just doesn't cut it. You need to change the title of the document to Credit Note and etc. Please, Wave?jason1234 5K views 118 comments 13 points Most recent by EmmaP November 15, 2019 9:55PMSales & Invoicing Feature Ideas
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 303 views 33 comments 1 point Most recent by AlexL November 14, 2019 6:32PMSales & Invoicing Feature Ideas
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I moved over to Wave after a decade with Harvest. I loved what they did but I wanted it all under one roof. For the most part I am happy with the switch. But I miss the ability for a client to actually approve an estimate. This would let me know we are ready to go and it would take the estimate out of the estimate lists and categorize it as "…lterenzi 818 views 49 comments 5 points Most recent by EmmaP November 11, 2019 10:52PMSales & Invoicing Feature Ideas
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When I go to customer statements under the sales tab, it says 'coming soon'. Is there a reason this feature isn't active?Mode_Maverick 113 views 14 comments 0 points Most recent by AlexL November 11, 2019 9:11PMSales & Invoicing Technical Support
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I'm not able to find any information regarding the printing of Accounts Payable checks. Does Wave Accounting support this? It's not useful to me if not since many of my vendors do not accept credit card payments.David 4.3K views 73 comments 1 point Most recent by AlexL November 7, 2019 6:36PMAccounting Feature Ideas
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I would like to request a new feature be considered. Time tracking. I've read the post where time tracking was discussed on Feb 28th but wanted to know if its on your road map and when you expect to have it launched. Thanks for all the great work you do.intellitech 5K views 79 comments 6 points Most recent by BarsinA November 5, 2019 10:38PMAccounting Feature Ideas
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Our product team is looking far and wide at the cloud software that our customers use and want to integrate with Wave. There are actually a couple dozen posts about topics like time tracking, e-commerce, point-of-sale, etc. so thanks for sharing there. The purpose of this post is to ask: what are your top 2 requests and why those two? Here, we'd …Mani 1.6K views 99 comments 2 points Most recent by bco October 31, 2019 3:52AMAPI & Integrations Feature Ideas
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Hi! I would like to know if there is a CRM solution that could be connected to my WaveApps account in order to report payments. Thank you! Luissaludpanama 661 views 5 comments 0 points Most recent by FrankHagan October 29, 2019 5:50PMAPI & Integrations Technical Support
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Hi, i would like to request for upfront payment mode (pre-paid). for example, recurring invoice of USD500 per month. Customer would like to pay USD5000 upfront as advance payment that is deductible every month until credit exhausted. i believe the feature is called credit account? Month 1 invoice is USD500 total, deduct from credit (advanced p…devalian 1 view 1 comment 0 points Most recent by ConnorM October 28, 2019 9:24PMSales & Invoicing Feature Ideas
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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?
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Hi, We facilitate government transactions for our clients. Our invoices contain the actual invoice from the government agency involved and our own invoice. My question is, is there an option to attach (pdf) the government agency invoice together with the invoice that we create for our clients? I do not see any option that lets me attach files dur…tgabarca 3.9K views 129 comments 11 points Most recent by SteveisDarnClever October 25, 2019 8:27PMSales & Invoicing Feature Ideas
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It'd be nice to allow using HTML in invoice fields, such as Footer and Memo/Notes. This would allow for formatting text nicely (like making certain things bold, italic, etc.), or formatting things in a more advanced way, like using DIVs and inline CSS to output the Notes/Memo field in multiple columns, etc.PackWeb 153 views 16 comments 3 points Most recent by issaczzz October 24, 2019 4:22AMAccounting Feature Ideas
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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
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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!!!
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I would like to be able to reorder line items on estimates.d0paminefiend 214 views 55 comments 1 point Most recent by arnievlz October 16, 2019 9:55AMSales & Invoicing Feature Ideas
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Please add a facility to print statemants. Some of my customers don't have email addresses and need a statement on paper.Mike_C1 191 views 27 comments 1 point Most recent by JordanD October 8, 2019 6:47PMAccounting Feature Ideas
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While I think I am familiar with the split functionality, there are use cases in my business that I would like to share to see if it is possible to achieve with Wave. As a real estate agent, I often have a single transaction -- a deposit -- hit my business checking account that actually contains several transactions inside of it. These transactio…Traek 22 views 3 comments 0 points Most recent by EmmaP October 4, 2019 6:03PMAccounting Feature Ideas
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Hi, I am a current Quickbooks desktop user and I am always on the lookout for alternatives. I see Wave as promising but just not suitable yet for the businesses I operate. Given the fact that there is no job costing or even classes available for Wave, I could have probably worked around this with a hierarchical account structure. For example, a t…americanriver 389 views 16 comments 3 points Most recent by EmmaP October 4, 2019 4:10PMAccounting Feature Ideas
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We have long list of products and vendors list. some of them are not using anymore. but we create invoice or bill these will shows up. We need a feature to disable or hide vendor or product item that way it won't shows up on invoice creationSri 21 views 6 comments 1 point Most recent by ColinD October 2, 2019 10:54AMAccount Settings Feature Ideas
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The biggest thing keeping me from converting to Wave for invoicing and payment processing is the inability to allow the customer to add a tip to their invoice. Paypal offers this feature and it is AMAZING for people who invoice for hourly work or services. Any thoughts on this?bbizzle 798 views 23 comments 6 points Most recent by PFFFFFFF September 30, 2019 11:23AMSales & Invoicing Feature Ideas
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In [Accounting] [Transactions], when I check multiple transactions and choose [Edit], I can only change [Category] and [Tax], but many of my transactions have the same [Customer] or [Vendor], so it would be nice to be able to change those at the same time, rather than go back into each every transaction and set the [Customer] or [Vendor] one by on…christopherdawes 11 views 1 comment 0 points Most recent by BarsinA September 24, 2019 7:54PMAccounting Feature Ideas
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This discussion was created from comments split from: Feature request.System 1.4K views 21 comments 0 points Most recent by StaggeringDuck September 23, 2019 6:39AMSales & Invoicing Feature Ideas
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Hello, Is there a way for me to add a memo or note on a customer statement? Client wants me to display my banking details on their statement.Eldavinn 11 views 1 comment 0 points Most recent by AlexL September 10, 2019 5:25PMSales & Invoicing Technical Support
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I have been reading the excellent Wave Guide to Fearless Accounting and came across the section about what to do when an invoice becomes overdue. It suggests calling the client, requesting payment a certain way, getting them to enter their credit card into the system, etc. This is great advice. I would like to make it systematic! If you could add…Brent_Baltzer 11 views 3 comments 0 points Most recent by AlexL September 9, 2019 6:36PMSales & Invoicing Feature Ideas
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Hi, I have a couple requests for invoices that I'm quite surprised don't already exist. * Period being invoiced A small calendar widget that indicates which days you worked for the client. Most clients I've worked with want to know this * Invoices that save data from previous- maybe a small tick next to each section that indicates whether you w…Pdino64 1 view 3 comments 0 points Most recent by Pdino64 September 5, 2019 10:16PMSales & Invoicing Feature Ideas
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Hi! Would like to inquire how I can get started with Wave Checkout. 1.) On our Wave Account we do not have the option to click Sales > Checkouts, which are the instructions according to your article: https://support.waveapps.com/hc/en-us/articles/115005489746--BETA-Introducing-Checkout-by-Wave-An-easy-professional-way-to-get-paid-up-front I …Marcus_1979 331 views 15 comments 0 points Most recent by BarsinA September 5, 2019 8:08PMSales & Invoicing Feature Ideas
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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.
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I would like to be able to Sort Receipts by Date, Category, Merchant, etc and Filter by Date range / Category etc. (similar to Transactions, but also ad an Update button). (Image) What am I supposed to do with 2-3 years worth of receipts ? There will be 100s if not 1000s of receipts to look through if I need to verify something. Side note: some…KaPo 576 views 21 comments 2 points Most recent by BarsinA August 16, 2019 7:21PMAccounting Feature Ideas
