Sales & Invoicing Feature Ideas

 

Discussion List

  • I m importing all my customers data in a CSV Template which is provided by wave. But it is not uploading showing an error. What I need to ask that what will be my Country (Pakistan) ISO Code which we need to enter in the CSV File. I have uploaded the file without Country and Currency. it gets done but than I have to individually enter both count…
    Hussain 22 views 1 comment Most recent by Barsin March 26, 2020 5:05PM
  • The Customers screen is the most lacking GUI in Wave. I think all of the other screens have a filter. What I can't do in Customers screen, but should be able to do: 1. Sort and filter by column heading 2. Search for a specific customer 3. click on the customer's line to view the record (like invoice list can) 4. Set an hourly rate based on custom…
    volkswagner 71 views 4 comments Most recent by Barsin March 25, 2020 5:10PM
  • Please allow sorting of entries by clicking on the column headers e.G. in Receipts. It would make my life so much easier. Also a search button would be awesome like in a filter.
    Thorian 21 views 6 comments Most recent by QaisE March 24, 2020 6:24PM
  • hi, how do i upload a sales report/log exported from POS (excel file) upload to sales in wave?
    stevewan 11 views 1 comment Most recent by ConnorM March 20, 2020 5:04PM
  • Hi, i generate around 400 invoices a month. is there an easier way to mark them as paid other than clicking on each individual invoice one at a time? any help would be very appreciated! thank you in advance.
    NextLevelDetail 521 views 4 comments Most recent by ConnorM March 20, 2020 1:15PM
  • It would be really helpful to have more information to distinguish items in the list of estimates or invoices. For example I have just sent 10 estimates to one client for work at different sites. If I could see which are which that would be really helpful e.g. including the sub-heading as a column and / or the memo as a second line. Thanks, Jo
    jopedder 1 view 0 comments Started by jopedder March 19, 2020 5:59PM
  • Hello, How do you create a discount on recurring invoices? That feature appears to be missing.
    ShaneSolo 31 views 1 comment Most recent by JordanD March 17, 2020 4:31PM
  • Between the Invoice number box and the invoice date is the PO/SO number box. I do not use this and would like to change it to something I do use, like "Event Date" I haven't been able to find a way to make changes on the template. In the meantime I am writing it in myself, it just looks a little cheezy....
    Dyanna 11 views 3 comments Most recent by EmmaP March 9, 2020 4:53PM
  • Good morning, just wanted to take a minute to stop by and say that I started using Wave today and I'm very impressed with the software so far. there is one small change I would like to see eventually if possible, some of my invoices are done 30 days at a time and they can include multiple days per invoice, I would like to see a small date stamp dr…
    Markusb1963 11 views 1 comment Most recent by Barsin March 4, 2020 5:13PM
  • Please allow us to define custom currencies. This would help with issues revolving around payments made in Bitcoin and other obscure currencies or digital platform token. With custom currencies, you can create accounts denominated in that currency. Since you do not have any rate provider source and to keep the scope simple enough, I propose that a…
    Kukks 32 views 0 comments Started by Kukks March 2, 2020 7:36PM
  • Please allow us to define custom currencies. Once a custom currency is defined, an account be be set to that currency. In terms of exchange rate, when a transfer happens to this account, I, need to explicitly enter it.
    Kukks 1 view 0 comments Started by Kukks March 2, 2020 7:36PM
  • It would be great to have the ability to generate a payment link for a customer quickly without having to create an invoice and then send it to them. I don't use email to sign up my clients, so I'd like a quicker easier way to get them to pay me. because Checkouts is not available in the UK it would be really helpful to have the ability to quick…
    jays 31 views 0 comments Started by jays February 25, 2020 9:52PM
  • As Treasurer of a Homeowner Association, I need to see see which customer and invoice it was that you clicked on and are entering a payment for on the Record A Payment screen, so that I can avoid accidentally crediting a the wrong payment to the wrong invoice and all related downstream problems. *What do you do? Treasurer of a Homeowner Associati…
    CyberHez 21 views 2 comments Most recent by EmmaP February 25, 2020 7:32PM
  • (I posted this in Using Wave as a question, but am also posting here as a feature request) Virtually all of my customers are one-time customers. I teach cycling courses and right now I have set up a Customer as "Course Registration" and then I put the person's name in the Notes. However, because the Notes field can't be searched, I have…
    SaferCyclingCalgary 22 views 3 comments Most recent by SaferCyclingCalgary February 22, 2020 7:23PM
  • Customer used-to not pay the paisa(decimal) part. They want to deduct the same from Invoice. Please advice how to add the round-off part in Invoice.
    deepakcsingh 481 views 2 comments Most recent by virtualworldGlobal February 22, 2020 9:20AM
  • 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 11 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 2.1K views 35 comments Most recent by conceptiontf 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 21 views 2 comments Most recent by JanBB February 17, 2020 9:06PM
  • 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 21 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 321 views 4 comments Most recent by AlexL February 10, 2020 8:46PM
  • 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 421 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 411 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 11 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 21 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 31 views 1 comment Most recent by AlexL February 3, 2020 8:11PM
  • 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 71 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 11 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 41 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_1 411 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 11 views 0 comments Started by Hrayr January 16, 2020 1:37PM