Sales & Invoicing Feature Ideas
Discussion List
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We've seen a lot of different requests in regards to adding new invoice customization options. Which of the following features would you find the most helpful when running your business? If a feature isn't listed in the poll, feel free to add it in the comments below!
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We've seen requests to add a deposit feature within our Invoicing platform in Wave. We'd love to hear how, if implemented, you would use this feature and what functionality you'd like to see come along with it.
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It would be great if we could pass known variables to a customized invoice template. For example, I have a few folks that I invoice separately for different companies. Rather than just sending with the standard subject line that comes across as something like "Invoice #10 from MY COMPANY", if I could customize that line in the invoice …
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Throughout the month I create Draft invoices for my costumers and add hours / products to them, and then I approve and send my draft invoices on the 1st. (for example, as my costumer you will receive your bill for all the work done during May 2022, on June 1 ). However WAVES always leaves the date of the invoice as the date the draft was first c…
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Is there an option to email customers a payment confirmation or receipt automatically?
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Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate them
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I guess the title describes the suggestion, but currently in Estimates, each estimate can display "expired", "viewed" etc - but it is quite odd that the estimates that have been converted to invoices don't reflect the conversion. This would be really handy when for example a customer hasn't yet received the Invoice, but they g…
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Is there a way to attach a photo to the invoice? I have an art gallery and would like to attach in the description a picture of each artwork. Thank you
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Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)
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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?
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I am in the process of hiring an employee and I don't have my employee to see any other features of waveapps. All I want is for the employee to be able to generate invoices for customers and record payments. Is it possible?
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I know this feature has been requested multiple times, but in my research I noticed that receipts can be uploaded and attached to bills/transactions. Would it be possible to associate specific purchases/bills with estimates or invoices so the existing attachment could be cross-linked to the invoice? I helped a friend of mine who has a handyman bus…
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Hi, Feature request: allow the upload and storage of the IRS form W9 when creating an Invoice. In my industry a W9 is always required along with the Invoice. When sending an invoice in Wave, if there was a way to include a W9 with an Invoice it would make it much easier to use the invoicing features in Wave and not have to download a PDF invoic…
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Hello Everyone, First of all THANKS for stopping by and helping on this .I would like to know how to charge customer when they pay by credit card instead of paying from my own pocket.Because this way Wave is expensive ,it is costing me so much now.I moved from Desktop Quickbooks Version to Wave and now whenever i send invoice and customer pick opt…
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Hello, Can we please have the option to customize the invoice reminder emails in the same way we can customize the invoices? Thank you.
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It would be nice if there was a setting that would enable a convenience fee to be added to all invoices that have Credit Card Payments enabled. Ideally, this would use a formula like this: ({Invoice Total}/.971)+$0.60 or if you want to cover Amex too, ({Invoice Total}/.966)+$0.60. Doesn't seem like rocket science to me since invoices are already …
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Is there any priority given to recurring billing? Any ETA on this feature? I'm currently down to wave and freshbooks in my evaluation. The only thing holding me back from wave is the recurring billing feature.
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Many companies request I send invoices to more than one email address, but I can only enter one for each customer. It would be nice to have the ability to add more email addresses
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When you go to customers>select a customer and view their invoice history, the "invoice date" column is showing the DUE DATE. This is a bug. It should either be renamed to "Due Date" or make it actually display the invoice date. Wave -do not attempt to justify this or ask "how this will benefit your business" - it'…
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I realize this feature wouldn't (on the surface) generate any additional income for Wave, but there have been multiple requests, and I'm sure folks would be willing to pay a little bit for this feature, rather than move to another platform. I love that Wave is incredibly easy to use, and I know it would be a draw to far more people if it had this …
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Can there be a way to "hide" products and services that are no longer used from the list that appears when you Add an Item to an invoice.
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I'm considering moving from freshbooks, and all my customers can login and see their full billing history in freshbooks. Do I lose that feature if I move to Wave?
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It would be nice if Wave had the ability to track which states were required to collect tax from (when we need to). Again - really not super complex but if you don't, at least integrate with a company that can help. Another great fee based value-add item.
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Hello First of all thanks everyone for stopping by and pitching in to help :) I have multiple invoices for the same customer and now customer sent us the cheque to pay all 4 invoices at once.Now i m looking a way to apply that payment (chque) towards those invoices for the customers ,i can't seem to find it.it is not a big deal if i have to do t…
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Hi, just wanted to know if I can upload multiple receipts (via the app, email or scanning) to a single payment transaction.
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I'm trying to add an account to my wave accounting. Its Directions Credit Union. Unfortunately your site only allows for a select few files. What should I do here?
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Hi: is there a way to create a checkout that can create a recurring payment at the same time ? Or will I have to create checkout and then create recurring payment for this customer ? I am in the subscription box business and I am looking into building my website with wix. Thanks in advance
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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?
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I would like a field where I can put in the cost of an item and the markup % to give me my selling price.
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One thing that always frustrates me with Wave is that the Estimate section uses a different format to create Estimates when compared to the Invoice creation section. I usually end up just making an Invoice as a draft when I need an estimate, but this isn't ideal. There are two main things that bother me about the Estimates creation section. * Yo…
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This is very frustrating. Invoices do not have a place to show the customer account number. If I view a customer, it appears in the "More" section but there appears to be no way to add this to the invoices when generated. At least on the recurring billing which is what I use almost exclusively. I've taken to manually adding it behind the…
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I use WAVE to manage the finances of multiple businesses. One of them is my wife's business, I would like her to create and send invoices to the customers through WAVE. I have set her up as a user and given her Admin permission level, but the problem is that when the invoices get sent through WAVE, they are sent from my email address since I am …
