Sales & Invoicing Feature Ideas
Discussion List
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Please implement Bold, Italics etc on invoices. Even if its only on the notes. It would be nice to Bold one line so it catches the eye easier and make sure clients take note of it.
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Is it possible when you have linked your bank account to Wave for it to recognise when an invoice is paid based on the payment details such as the client's name? I would like to know this before deciding to link the bank account. I would like to you use the automatic remind feature on the invoices but I'm worried I will forget to manually log tha…
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Good day. I am new to Wave. How do I add more than one email address to the customer details if I need to send the invoice to more than one person at that company. THank you
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This discussion was created from comments split from: Feature Request- Recurring Bills.
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One of the features I love about Wave is the Receipt app. It makes it super easy and convenient to track expenses on the go. Now that I have a couple of sales reps incurring expenses while they are on the road, I'd like to extend the Receipt app feature to them without giving them full access to the company's financials. So my feature request i…
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I have spent a day trying to determine why there is cash outflow generated on my cash flow reports. After hours googling and then looking through the forums it appears other people may have the same issue. What I have discovered is the "outflow" directly corresponds to the 'discount' I have given clients in specific invoices. Wave seems …
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Dears Wave's team as non profit business I still examining this software and for non profit accounting it is important to have extra classification for the income and the expenses this can be added in many ways 1- make product and services provide sub items/services , this can help to classify the services as restricted or unrestricted for the e…
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We're having constant difficulty with our Invoices and Estimates as seen below. This forces us to take a single product and spread it over multiple 'products' in order to include all the pertinent details, resulting in very unprofessional looking Estimates and Invoices. Please fix this. We've temporarily moved to Zoho for our Invoicing & Est…
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Right now, when I go to share an invoice link from the invoice page, it copies the link, but in a format where the font is large and it highlights it in yellow (see attached screenshot). So, whenever I am about to paste it into an email, I always have to re-format it. It would be great if this could just be copied in plain text instead of this for…
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It would be great if there was a place at the end of invoices to be able to easily add a discount (rather than adding a negative line item in the invoice) and to request a deposit (rather than asking the client to change the "amount to pay" field amount when they are paying the invoice). Freshbooks has this on their service and it is ver…
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Hi I want to add another JPEG to my invoices in the body of the invoice right at the bottom. I have a company that protects me from clients that don't pay but i just want to make their logo visible on my invoices so everyone can see i am protected by them please. How can i add the logo to my invoices. Morne
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Hi!I am giving clients the option of paying with either paypal (and paying for the fee), OR paying via transferwise account number (which I will put on the invoice). I have monthly retainer clients so curious if I can select to "add" the paypal button to specific invoices or if I choose to pay with paypal, then the paypal button is on ev…
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I live in the UK and I'm self-employed, so I'm registered with a UTR number but not VAT. I'm new with Wave and I'm trying to make my first invoice. I just connected my bank account and I was about to activate bank payments but the format shows a VATn° section but not UTRn° section. It seems like not suitable for self-employed not VAT registered. …
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Would anyone know how to resolve this? A customer mistakenly double paid on an invoice, so I refunded them, which shows in transactions (bank account is linked). In order to balance this out I allocated the full payment to the invoice, and then merged the deposit with the invoice in transactions. However, how and where do I allocate the refund to …
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Hi all. I need to be able to create a purchase order which I then send to the supplier as confirmation of my order to them. How do I go about this as all I see is Bills which is not what I require? Thanks,
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****Hello, I would like to clarify why when i record a payment to a bill, then i split that payment to categorized products to customers; it will show that the bill is not paid. below i include a transaction been paid but it shown in the bills not paid can any one help how i can do that and still the bill shown as paid.
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I'm new to Wave but have looked everywhere and can't seem to find a way to filter receipts by customer. I have employees who bulk enter their travel receipts. I need to pull them up by customer in order to bill for reimbursement. Am I missing something?
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Sales->Customers The resulting list is really hard to quickly sort through because the contact name and business name are forced into a column that looks to be only about 6 characters or 1" wide. I currently see only 2 customer contacts on my screen because the text forces the rows to continue to take up screen space. It's really helpful…
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Hi Rahim I saw that there was a few discussions on delivery notes not part of Wave. It is also crucial for our business and we really consider moving to Wave as our accounting system. A delivery note, should be really easy … just as you convert an estimate to an invoice, I think you could convert an invoice to a delivery note as well. The major d…
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Is it possible to sub total parts and sub total services when invoicing?
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What do the numbers in Cash Outflow relate to? I've created five invoices, and the total I've invoiced for matches up to Net Cash Change, but I dont understand why there is anything in Cash Outflow. This also affects the figure in Cash Inflow.
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Hello, I'd like to submit this feature request to make it easy to download and print paid invoice receipts. Right now, I can only send them via email, which is great, but many clients require I bring a printed receipt when I pick up the check for payment. I am currently printing the receipt web page view into PDF which is not ideal as there's a …
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Am new to this and whilst inputting customer details I need to have an opening balance as they have credit with us. How do I do this so it is clear on their statement
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I am based in South Africa and it is law to include both the supplier (myself) and the customers tax/VAT number on the invoice. I cant find any customisation on the Customer area to include this information?
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Dear Support I am able to convert Estimate to Invoice. But then i see the Estimate still showing in my list of Estimate. Is there a way like once an Estimate is converted into Invoices, then that Estimate not to show again in the Estimate list ? Zibran
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Hi there, i have only a couple of customers that i invoice but each invoice i send to them contains the same items just with different costs attached and chronological invoice numbers for each client, How can i create templates for these, so i don't have to sit here and add 16 items in the correct order each week?
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Hi everyone! My question is two fold: I do many invoices per client per month and they prefer to receive a monthly statement, in stead of each invoice separately. Is there any way to send bulk statements to all my customers with invoices outstanding? (At the moment I go to each client and send a statement - it takes forever...) Then, when I rece…
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Can anyone tell me if credits are included in the outflow in Cash Flow Reports? We use Wave to create invoices, but do not have Wave linked to a bank account. We are trying to generate income reports for tax which include only income from paid invoices, not invoices not yet paid. We have outflow amounts on these reports, but have not paid anyone o…
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Where can I find an option to remove or hide the Country line from my business address, as well as the customer's address? Just one less line taking up space would be great, in my local small business, country does not need to be specified. Cheers!
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We often have many estimates to do one after the other but at present Wave has to return to the Estimates summary page to begin a new estimate. It would be good to select create New Estimate from the final review or View screen. Same comments for invoices and bills. Maybe add another button between "Convert to Invoice" and "Customer…
