Sales & Invoicing Feature Ideas
Discussion List
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Hey guys, Idk if this works in wave, and I don't know how to use it, but it would be neat if customer pre-payments, were shown in their statement, that way you would know what they actually owe, without having to check the pre-payment account.
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Hello, Just starting out with Wave and love the system so far. I'm in no way a professional accountant and I've tried to set up my Chart of Accounts with the best of my knowledge. I'm confident that I have establish the basics so far. My question would be, is there a way to add a "Customer Prepayment" item into the Invoice and have it …
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Is there a way that you can add a slot for the deposit amount on the invoice after total?
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I am trying to figure out if there is any way to generate a packing slip through the app...our company needs to include this..does anyone have suggestions?
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Thank you for this great platform and service. I've been using it for about a week and it's way better than Quickbooks. I do have a few suggestions that I believe many service providers can relate to. I own a business performing home inspections as well as residential and commercial maintenance and repair. The commercial side of my business, I rec…
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I would l really like to have individual item lines on the invoice numbered. Does anyone know if this is possible?
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I am new to Wave and I am wondering if there is an option to upload old invoices that were created before using Wave software? If not, it would be nice if there was the option to create your own invoice, upload it to Wave and send reminders, etc. through Wave. This would also allow people the flexibility to create their own invoices how they need …
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My clients have requested that I attach a PDF copy of the invoice to each invoice email I send. Is there any way to automate this? I've been manually checking the option to attach PDF however I forget which requires me to go back and resend. Thanks! Rob
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I have a loooong list or recurring invoices. My bank details - which are included in the "Notes" section of the recurring invoices - have just changed. Stupid me was under the impression that updating my default invoice template would logically also update all future (recurring) invoices. That would make sense, right? But no, that seems …
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I have been unable to locate a way to change the layout of the emails that customers receive their invoices and payment receipts in. Is this possible? I am aware that the logo can be customised as well as some of the text. However, If not I think it would be great if we could also customise the layout.
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I have two feature requests: 1. Search invoices to quickly locate via specific wording, dates, dollar amount, notes, etc. 2. Ability for consumers to pay for these invoices via invoice number thru a link on my website. I subcontract for one of my businesses. If they could go to my payment page on my website, click on a link-enter an invoice no or …
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Is there a way I can connect the same customer and vendor to report a balance for a given period?
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I'm selling tickets for my upcoming event. I have set up as products the tickets I'm selling at different prices for the shows. I'm tracking ticket sales thru invoices. How can I get a summary report showing how many tickets I have sold at each price tier?
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I'm looking to see if there is a way, or if it exists already where I can consolidate all invoices for a single client. I.e. a client I invoice weekly, but bill at the end of the month, currently I manually have to re-design the invoice at the end of the month (variable working times so can't automate) and other clients may be 2 - 3 invoices beh…
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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…
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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…
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May i know how to create Delivery Order to my Invoice and also creating quotationCornerstone_sg0423 501 views 4 comments 1 point Most recent by Cornerstone_sg0423 September 4, 2019 2:35PM
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Hi there - I'm new to Wave and just getting it set up. I run a design business and I need to add billable hours for my clients. I have searched the Dashboard and can't seem to find this, am I missing something? I see where you set up the services but how do I track hours in the program? Thank you!
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Is there a way to attach a Bill to an Invoice so we can easily reference it? For example, on other software you can create a Purchase Order, which can be turned into a Bill and you can also create an Invoice referencing that Purchase Order. Here is a scenario that happens all the time for my business. I have a customer ordering a product from me.…
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Hello, I'm a new user and still finding my way around Wave and am very much an accounting novice. However, I've come up against a problem when receiving payments from clients. I work with clients in my home country, a eurozone member, but also around the world. I ask all of my clients to make bank transfer payments to my bank in euros. For the …
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Not once, but pretty frequent that my clients asking for the details of the product or service listed in the invoice, which is actually there already, hidden under the dropdown. This is not their fault though, I valued their time doing business and also my clients have various level tech savy-ness which resulted in not aware of that tiny dropdown …
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I would love to be able to export all of my outstanding invoices into an excel spreadsheet that way I can send that to my customer instead of having to print statements. We have one large company we do business for and they have many branches we service. Each branch has its own account and we record invoices for each branch but it gets overwhelm…
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I was curious of the invoice and estimate generator could allow you to add a watermark in the background of these documents? On my previous work orders/invoices I always had my company logo in the center of every paper printed or saved in a semi transparent level. It was through MS Word, which I am trying to get away from in regards to everyday us…ziggysgarageservices 92 views 2 comments 0 points Most recent by ziggysgarageservices August 27, 2019 4:29PM
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Hello everyone. Pretty new here. Just wanted to ask if it is possible to have my clients pay the invoice issued via Wave through Paypal. If not, what would be another solution/workaround for this?
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I know I can set up invoice notifications to go to my clients but is there any way that I can get a notification if it is overdue? Thanks in advance!
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Most financial institutions take 5-7 business days to process bank payments (EFT) and we know you deserve better. So we set out to cut processing times in half. We know that getting your money faster matters. How does it work? We're working hard to speed up our processes for bank payments. We've achieved 80% of all bank payments processed in …
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This isn't a new request but the old thread is closed without any update. Can Wave please add this feature? or can somebody please help them if you know how to?
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Hi, I would love the ability to group my estimates into sub-categories or services and then has a total of all sub-categories. This gives my customers the ability to see the cost of each services at a glance without having to understand where each service stopped
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Hello, I am new to Waveapps, I am trying to work out how to invoice a customer and record a manual payment, then match up the payment from the customer in my transactions section which is linked to my bank account. I am having similar problem with reciepts, if I upload a receipt how to I link to it's relevant transaction please? Any help greatly…
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Our business accepts payments from customers in cryptocurrencies as well as traditional payment methods such as credit card and PayPal transactions. Your current multi-currency support does not include any cryptocurrencies.(Bitcoin, Ethereum, Litecoin, Zcash, etc.) so I cannot create an account to track holdings or expenses and am forced to maint…
