Sales & Invoicing Feature Ideas
Discussion List
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Is there a way to add a note in the email that is sent when sending an invoice, I know I can manually enter a note each time one is sent but I would like to add the same note in all the emails when sending an invoice. For example: Please make checks to - company name I already have it on my invoices but still gets overlooked sometimes. I think h…
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I am just beginning to use this WAVE accounting program for a new business. I paid shipping on a bill and I usually charge shipping on products I have to send in the mail. Currently I don't see a category and can only see using "travel expense" on my bill and charging a "shipping fee" as a product line on the invoice for client…
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The ability to be able to set the quote comments to be replaced by the invoice comments (or "archived" underneath the Invoice comments) would be extremely beneficial. More often than not, the template comments you set for a quote are vastly different to the ones you'd set on an invoice, especially if the quote is only an estimate.
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Whenever I send an invoice the message area is blank, I swear at one time there was a way I could save a standard message so I wouldn't have to type "Thank you for your order please look over..." each time a send an invoice. For awhile now this has been showing up blank and I can not find the area where I can save a standard message. D…
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I need to attach receipts to my invoice on which they are listed when they are reimbursable by the client. The client needs pdf copies of these receipts. How can I select the receipts I want to extract to ONE pdf such that I can put them in the same email. Even better would be if I could select and assign them to the invoice. Thanks Simone
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I have been using Wave for about 6 weeks and love the simple ways of invoicing both from the app and desktop. The introduction of customer statements has helped enormously however a suggestion I would like to be integrated would be. My customers pay multiple invoices once a month which means going to each separate invoice to mark it as paid which …
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Prepayments are great, we can use them for the LayBy payment system that is widely used in South Africa.
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Is there any option that we can change the preset invoice and estimate styles with a custom made. Has anybody done it
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Hi Wave Apps it's great, but I would like it to have a section that shows the account manager details like full names, email, cell number.
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Hi, I have been getting a hard time creating profoma and follow up on all customers i sent profoma. Can wave Add this feature already? Or am i the one who don't know where its hidden? Kindly assist.
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Hi! I'm from Philipphines. Is there a way to set-up a negative Sales tax on Invoice? This is to reflect Income tax withheld by Customers.?
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Hi I’d love to be able to set a preset message when sending invoices, estimates and receipts when sending through waze. At the moment I have text that I cope and paste in. Thanks
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Hi All, Not sure if there is a thread for this but I couldn't find one. I have a customer where the SHIP To location changes every time, unfortunately, when you change the delivery address for one invoice it changes it for all past invoices as well. Is there a plan to allow multiple delivery locations? Outside of saving each invoice then editing …
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Does anyone know how to get the customer's email address to NOT show up on the invoice? I don't see how to do that in settings....thanks in advance for any help
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Hi, I am new to Wave and just getting used to the great service. I am looking for a way of creating an end of month statement for multiple invoices for each customer. I see a link ' Customer invoices' coming soon. Is this the only way of doing it? Thank you in hopeful anticipation.
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Hi, I generally love Wave and have been using it for a while. There are a couple of niggles I don't love. First, when it converts to invoice it converts as is. What I mean is that it also converts the header, footer and notes. What I'd really like is for it to bring the table over but use the invoice defaults set in the invoice editor. Because r…
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I know you can attach a PDF version of the invoice when sending through the Sales > Invoice ui. It would be great to be able to upload another PDF and attach that as well. My use case: I frequently purchase software (wordpress related themes, plugins, fonts, etc) for my clients' projects and pass the cost on to them. It's nice to show the invoi…
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I would like to distinguish between members of my non-profit company, who pay dues, and entities that we charge for program services. Right now, they are all characterized as customers, which means that every time I print revenue reports I have to export them to Excel and put in a lot of time rearranging everything.
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Hi all, Is it possible to add a free text field to invoice lines? The customer wants an invoice that spells out the amount, e.g., in addition to $300, they also want to see "Three Hundred US Dollar". A bit like how checks are manually written. Thanks!
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It would really help me out if there was a way to upload documents to an invoice. I would like to be able to upload my customer PO's to the invoices for tracking and even the ability to upload my customers payment confirmations as well. Is this something that may be possible and I'm just missing it?
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Hey Team WAVE -- Users need an option to ARCHIVE (vs. delete) Estimates. While I feel that down the road we (our unique business) may find a use for archiving Contacts and maybe Invoices, archiving Estimates is a must-have to "clear the noise/clutter" of the unnecessary past and focus on what what Business Owners need to focus on... live…
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Hello! I'm wondering what other people do for invoice numbering, and whether a feature could be added to adjust the numbers more intelligently. This is largely psychological, but I'm self-conscious about using the default numbering when I'm dealing with repeat customers. It's weird to me that the invoice number I send them is basically revealing…
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It would be nice to have a way to Filter / Sort the receipt list (in the same way other lists works: invoices/bills/...)
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It would be nice to transform a receipt into a bill. I encoded all my bills as expenses using the Web/Android but now i can't really use statistics on receipt as you could do with bills. For example, the Export/By Vendor does not contain any of the expenses even if the info is there :(
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Loving the invoice feature. In addition to a logo and accent color, it would be great to at least be able to specify the body, paragraph, or a (link), colors or at least the overall text color. Also it would be great to incorporate google web fonts - i know there are limitations when using html email but it'd be nice for the PDF exports. Or even t…
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Hi, new user to Wave. I've entered my receipts which are showing as singular on wave, yet when I export data it keeps exporting with these receipts doubled up. It's driving me crazy. Any help gratefully received.
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Hi, After the recent changes, I am not able to see that sales tax audit report anymore. It would be much appreciated if these type of changes are properly communicated to avoid unpleasant surprises. Did anybody find this report or has knowledge about how this report can be accessed again? Regards, Robert
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Hi, I am having issues with how to deal with the wave payments as it is not editable, all fields are shaded including the bank account, and categories. I have tried doing a journal transfer from the Pay by Wave account to the bank account but the balance is still not right? What am I missing here, taking a while to get my head around the new cha…
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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…
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Hello, I love Wave but there is on important feature I miss. The ability to stamp invoices. In my community an non stamped document is not an official one. Why can't Wave allow us to add a stamp. Please, if you also need this feature lest request it. Thank you
