Sales & Invoicing Feature Ideas
Discussion List
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I used to run a sales tax audit report at the end of a month to show me the invoices that had been generated, It would detail the Amount before Tax and the Tax Payable - I can't seem to find such a report - can anyone suggest an alternative or a workaround? I used this to calculate the VAT I owed at the end of the quarter.
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When a payment is recorded, can there be an option to upload the paper receipt given for that payment so that paper trail is on record?
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How can we activate payment by wave feature in our business? We are an Indian company.
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A competitor to Wave does an awesome job of notifying you when your cutomer opens your invoice. You can get notifications for this and also see it under the invoice or estimate.
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I put the Young People's Opera Society of BC (YPOSBC) onto the wave platform a year ago. It's automated invoicing and payments thereon is amazing and has saved me time I desparatly needed. Twice a year we have a program registration frenzy. About 50 people are processed through Google forms. I set up a Sheets that contains all the invoices and…
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Please implement late payment feature and after due date invoice amount.
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I've got a workflow question. I build custom furniture so every invoice has line item for labor and materials. When starting a project, I'll estimate materials cost and when closing out an invoice, will invoice the customer (on the same invoice) for the actual materials cost. Is there a way to apply/assign an Expense directly to an invoice? For ex…
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My Sales Tax Report shows the total amount of sales which are zero rated for VAT (UK) but the Purchases Subject to Tax Zero Rated shows as £0.00 even though I've made a number of purchases so need to know if there's a way to have the total value of zero rated purchases shown as need a combined purchases figure for VAT return?
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For certain service providers (i.e. maids/cleaners/painters/gardeners) they provide similar services to each customer, but the price for that service is different for each customer based on factors such as size/square-footage of the house/building or of the lot, for example. Therefore, i would like to request a feature where it is possible to set…
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I have a few clients that I provide ongoing services to and accure several invoices for their work for one of my business. I would love for my clients to access their invoices via my website so they can pay for those invoices. Email inboxes can be full and confusing at times. My business website already has a client login portal and I would love …
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Hi All, Need help to understand if i can receive payment for services provided by my India based company from clients in the USA
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Hi! I receive payments from Europe, and many credit cards in Europe do not have a ZIP code associated with them. Wave's card payment form doesn't accept that you don't enter a zip, it's a required field. Problem is, that if the European company puts in the zip/postcode from their bank or address, it is not going to validate..! Until you guys add…
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Is there a way to move the Description field to beside the Item (product/service) field, rather than underneath it? I find that invoices tend to expand to two pages when not really necessary. My Item field is never more than 10 numbers, so I have this HUGE space to the right of it.
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Is there a way that I can update my entire customer base to include a unique account number? I have used Wave Connect to test this, but it says that it will create duplicate customers. Is there any way that Wave Connect or another process can be used to just update the current customer record with an account number?
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Hello, I have been using Wave for a few years already, and I am very pleased and thankful for the application and all its functioanlities. I have been waiting for cashflow reports for a while, I read on older posts that it was possible to use them, but for some reason I don't have that option. How can I help in order to get them?
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In my line a work I take a deposit or partial payment before I get started. In addition, the remainder is usually billed out in installments until the entire invoice is finished. I'm new, but it seems like you either invoice and the customer pays you partially on their own terms, or you go recurring invoice and where there is now an INVOICE 1, And…
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Hello, How to add authorized signature on Invoice and Estimates. Thanks, Syed
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I would love to use the new Checkout feature with a reoccurring product like a subscription. I would love to be able to able to have someone pay for a service $XX a month without having to key it in through the admin. If this is already a feature, I would love to find out how to do it. Thanks
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Hello All. My business involves providing recurring services to clients on a regular basis with invoices sent monthly. Is there anyway to apply different dates to the line items in a single invoice? For instance, if I provided a service (and I bill for various types of services for each service date) on Jan 3, Jan 10 and Jan 24, can I add a se…
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I’m currently running a 30% off special that ends on February 6, but only for a specific short list of products and services. I tend to change my promotional offers every three or four weeks, but how would I apply this in wave?
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It would be great for customers to be able to have more options to pay their invoices with, like with Paypal and Crypto. Or, if this wouldn't work, be able to create custom payment buttons on the invoice to direct customers outside of Wave to Paypal payment pages or Crypto wallets.
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Thanks so much for providing a great product and service. Being a carpenter I deal with many different products and services and prices often need to changed based on current material costs. I would like to suggest a few features that make this area of Wave much less time consuming and much more user friendly. Making items searchable from the Pro…
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Hello, Is there an option to see the total amount of all estimates?
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I have no problem finding where to customize invoice but cannot figure out how to preview that invoice I just saved?
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I have a Linguistic company in Italy currently using Wave. From 2019 we have to start using electronic invoicing via the Agenzia Entrata's web portal. Not sure if this is possible on wave? Is anyone else having this problem?
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I have changed it every where I can find it and everything looks great except in the email it still says Estimate. Can anyone please tell me if there is a place to edit this. Thanks for your help!
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For every receipt I write, I insert "other" for the Payment Method, and "Cash on Hand" for the Payment Account. Is there any way these can be entered automatically or as a default, instead of me clicking on them for every single payment I record?
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In my small business we have two Wave users, me as owner and my bookkeeper as collaborator with edit rights. She sends invoices, receives them, processes them and tracks them in Wave, etc. The invoices come from her email address as they should. However, invoice reminders come automatically from my email address. I can't find a way to change t…
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This screen currently shows due (in 8 days, or 22 days, etc) and date created - would also like to see the actual due date on this screen also.
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Hi! Does anyone know if its possible to add social media buttons (images) to Invoices? I am able to write text, but not add images in anywhere on the template other than where the logo is.
