Sales & Invoicing Feature Ideas
Discussion List
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Hello, I have been testing the set up of entire solution and it looks really great for small business. However one issue with Layout of invoice, - that is really important sometimes to have different language than EN. And it is not fully customization. Some Parts might be changed, but there are peaces that are fully hardcoded and having 2 languag…
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I would like to find out whether its possible to upload a sales invoices from a scanned document and input as revenue. My wife is a baker and uses bakery specific site (CakeBoss) to calculate profit against ingredient cost and then invoices directly from it. Instead of duplicating the invoices in Wave manually, I'd like to upload the invoice like …
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I would love it if OCR would recognize TAX fields too and fill in the correct TAX for me. As Now I always have to check the receipt and fill in the correct TAX by hand which is pretty much work when migrating to Wave from an other System with lots of receipts.
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I'm in the rental property business and it is often that we charge late fees for rent not received by the 5th of each month. It would really be nice if the late fee would auto add. I use freshbooks which does this and also been a quickbooks user for years. I came across Wave and would like to continue use but didn't realize such a simple feature …
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Not sure where to post this. Can an option be added to Products & Services so that a product can no longer be added to an Invoice?
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The way to record credit card transaction fees is a bit cumbersome, given that you must first (for every CC transaction) split the deposit, enter in the total value of the deposit before the fee, then add a new category for transaction/fees and then type in the transaction fee. Is there a more streamlined way to do this? It would save some time i…
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This seems like it would be a handy option for a service business to have. I know that you can add or change at any time but letting the customer/client know there could be a spread would be great. I know you can write it into the description/notes section and have either the total be the lower or higher amount but this could potentially be confu…
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I have two companies within Wave and when I receive a payment the notification goes to my main email and not the email I associated or would like to associate with that business. If there is no way to seperate the two I would like to suggest that feature.
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Good Day While I appreciate the awesome free service Wave offers me, having the ability to Export Customer Statements to PDF directly from the site, and not via screenshots or print to PDF options suggested before, would greatly assist in streamlining how I run my business. The screenshot option is very cumbersome while the "print to PDF"…
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Hello, I'm brand new to Wave, but love what I've seen so far. I was able to use the mobile app to take photos of receipts and then upload them to our new account. That process worked great for our purchases! Now I would like to do the same with our deposits. Is there a way to take a photo of a deposit statement and attach that photo to the dep…
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We would like to be able to have an account with only the ability to access invoicing, credit card payments, and inventory. This account would be used on the computer on our sales counter so that customers cannot see financials and employees cannot access items they do not need to access at the sales counter.
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How can I generate customer statements in PDF or printable format?
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Hi, I need the following features: * I need to be able to add a warranty/disclaimer text on the bottom of the invoice and change the font size so it appears small. * I need to be able to add additional customer fields for the invoice such as: VIN #, Job#, vehicle type, etc. thank you,
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Hi Wave, Thank you for an amazing product. The above so far are the features i'm missing. A quick global search feature, the option for at least two customer names, entered via separate surname and first name, and records of who we have sent invoices / quotes / communication to. This would make our records so much easier to manage and search t…
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Hi All, Am not so sure if this has been discussed before, but am having an issue with the way the payment receipts are issued. I love the idea of sending a receipt to the client directly but can we also send it in a PDF format. All my clients always call back and request i re-send the receipt as a PDF attachment, so that they can download, print a…
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When I receive an email saying an invoice has been paid, it says the name of the customer contact as the identifier for who made the payment. It would make much more sense to use the customer company name rather than the contact name. Knowing John Smith has sent me money doesnt tell me much, could be John Smith from one of hundred of customers!
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Hi wave ! Would be appreciate if you can adjust the spacing for the 'Quantity' column. It's takes too much space and stretched the invoice to too long. making it looks very weird.
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I just started using wave, and I'm excited about the features. In my Trucking business I would like to add line item expenses to the estimate. All I see in the account to apply are INCOME accounts. How can I attach an expense, such as Fuel, to an estimate?
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I really like the recurring invoices but it would be a great benefit to me and I am sure others to set up automatic reminders with the recurring invoice. I send off a number of recurring invoices every month and some of my clients need a bit of a push to get them paid. Having this automated would help me very much. I can set this on manual invoic…
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Having an option to view how many items of each product & services have been sold through out a certain amount of period. This will help users keep track and study the trend of what is the quantity of different items being sold monthly or yearly.
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Hello, First, I'd like to say how wonderful it is to have the Wave app for my new small business needs. It makes billing & estimates much easier & more streamlined, and it's remarkable that it's free; so thank you. I searched this topic before posting, and found limited information in a closed discussion from 2017, yet there is still no f…
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Currently you click on "View" and it takes you to the detail page where you can then click on the invoice, but it would be so much better if the invoice number were hyperlinked on the payouts page itself, particularly since the ability to right-click and "open in new tab" on the "View" button does not work.
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Hi THere, Is there any way to send a e-mail message, (perhaps a promo or discount offering) to all the customers I have on wave within wave? by sending just 1 mail?
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I was hoping to create some gift certificate type of items anyone can purchase without creating an invoice and found "Checkouts". The problem is - this option doesn't exist on my account. The instructions say "To create your first checkout, click on Sales > Checkouts, and then click the New Checkout button." OK - that w…
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Hi there I have been using wave for the past month and I appreciate the free service :) There are a few things I have picked up already though - easy ideas to make things better for all users. 1) The focus on invoicing is on the invoice date. Most businesses are more concerned about the due date, now the invoice date. We all know what day of the m…
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Hi. I'm in Australia and have several services that are invoiced through Wave - some with GST, and some without. The same item may have GST applied if being paid by a third party, but no GST if being paid by the client themselves (not unusual in the health field). At the moment when I select tax in the invoice, it adds GST to the total. I woul…
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Hello team, It just came to my notice that the search functionality in the Invoices is not working as expected. Example: I have invoice created starting from 1 and current invoice number is 1044. So now if I search the invoice number 23 in All Invoices then Wave display all the invoices with 23 :( Can you please look into it?
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Hi there, My business is set to Euro (Ireland) but I need to be able to send invoices in GBP (£) as we are starting to acquire clients in the UK. Now no matter what I do, the app converts the amount at the Euro to Pound exchange rate. Can anybody help, please? Thanks
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Hi In Wave are we able to customize the layout positioning on an invoice?
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Please add a method to discontinue a product or service so that it can no longer be added to an invoice.
