Sales & Invoicing Feature Ideas

Discussion List

  • Hi, We are a wholesale supplier/manufacturer of hearing related supplies and equipment (hearing aids, earmolds, impression supplies, etc). I am beyond tired of spending near $3000 a year on Sage 50. I have almost 400 products I need to put in, more if I use quantity price discounts) and hope there is something I am missing. I can not seem to find…
    Hocks_Hrng_Health 41 views 1 comment Most recent by Brent_Ontrax November 14, 2018 10:07PM
  • When sending reminder emails after accounts are late, can we keep track of when each late email was sent?
    Abivelj 41 views 5 comments Most recent by JamieD November 12, 2018 9:25PM
  • This discussion was created from comments split from: Sales tax.
    System 521 views 3 comments Most recent by rjodwyer November 8, 2018 1:43PM
  • Hi all. Im using the app to scan Receipts. When i select a tax (VAT), it is not added when viewing transactions on the website and therefore not added to my liabilities. Any idea what I am doing wrong? Now i scan them via app, then have to add VAT manually to all transactions on the website.
    WernerWessels 11 views 1 comment Most recent by TylerK November 8, 2018 12:56AM
  • Hello, I need to assess a membership fee to everyone at once. So I need to the ability to take a Product I have created (the fee) and create invoices for all of my customers at the same time. Please tell me this is possible and I don't have to individually create an invoice for each customer?? Thanks!
    sidefly 21 views 1 comment Most recent by JamieD November 5, 2018 9:35PM
  • With our construction company, we mostly always sell the same stuff and have about 12 steps in each estimates. The only thing that changes most of the time is the price and quantity. We like wave, but lose a lot of time for every estimate by having to write the 12 steps each time we do an estimate. I can do as much as 15-20 estimates per day in p…
    pillz 1 view 0 comments Most recent by pillz November 4, 2018 7:53PM
  • I haven't encountered this anywhere within Wave, so I wanted to see if this was on the roadmap or a possible upcoming feature. Is there an option to submit payments via Wave? For instance a Bill Pay system? Currently I'm entering my bills in Wave, going to my Bank's bill pay system to pay them, and then going back to Wave to state they have been p…
    mhermsen 11 views 1 comment Most recent by Samd November 2, 2018 8:44PM
  • I wonder if Wave team will consider adding another option when setting the due date, to basically be able to choose the terms to be paid in 2, 3 or more instalments. Some of the competitors (OneUp for example) do support this option, however, I'm not sure if you can specify an exact date for each instalment. Say I bill a client $1,000 and I'd lik…
    Levy 21 views 1 comment Most recent by Samd November 2, 2018 4:07PM
  • Issue: After a period of inactivity you lose any draft invoices Solution: Automatic save to draft on inactivity timeout Like many small business owners it's easy to get distracted from invoicing due to the need to fight another fire or because of a new business opportunity. So you can find that you have to leave the computer in the middle of cre…
    Pewit 21 views 3 comments Most recent by Charlotte November 2, 2018 1:19AM
  • Hello, My business is in Ecuador, with half spanish-speaking and half english-speaking customers. I figured out how to customize the column headings and title, but I cannot find a way to customize the "Invoice Number" "Invoice Date" Payment Due" Amount Due" and "Bill to" sections in the top part, or …
    kiteecuador 221 views 2 comments Most recent by Charlotte November 1, 2018 11:23PM
  • Hi there, I been very happy with how I'm able to track my business finances with Wave. I use the receipts app often. Now I'd like to start tracking my personal expenses like groceries etc. with Wave and the receipts app. I'm looking for a way to add a payment account type on the "personal" side of the Wave app. Currently the only option …
    katedelorme 21 views 2 comments Most recent by katedelorme October 24, 2018 10:34PM
  • Hi, Does anyone know if Wave is considering adding functionality of interest charges to invoice and statements as this function seems to be a common functionality offered by all of Wave's competitors? Ideally, it would be great to be paid on time,but many of my customers do not unfortunately with some paying a few days to a few weeks late. The i…
    dbaza 301 views 6 comments Most recent by ejyheng October 24, 2018 10:02PM
  • I don't want my customers to see a new numbering system. How do I tell Wave what number to start with?
    bob_hatcher 21 views 2 comments Most recent by AmandaK October 24, 2018 9:37PM
  • Currently operating in Spain, and invoices sent to other companies, have to include a sales tax, but also substract a state/country tax. In all other accounting software and sites that i used, this could be easily done by making the % number a negative (for ex, add a second tax, -7%). This gives an error in Wave. Is there any work around for this?
    Shogunlexus 281 views 3 comments Most recent by TylerK October 24, 2018 9:36PM
  • Hello, I am enjoying Wave and its help resources very much. In current scenario, I am following the instructions to reconcile a transfer from foreign currency into home currency bank accounts per this article (very clear, and exactly matching my case): https://support.waveapps.com/hc/en-us/articles/115002033786. Evertyhing works fine when I cr…
    MontiCo 301 views 10 comments Most recent by PaulJ October 23, 2018 8:17PM
  • I am trying to figure out why on my dashboard under the Payable and Owing it shows I have some bills that are 1-30 days overdue. It would be nice if there was a link for each timeframe so I can see exactly which bills are overdue. However, when I click on the coming due hyperlink which takes me to the aged payables report it does not show any bi…
    mclune 21 views 1 comment Most recent by James_Hudson October 16, 2018 5:00PM
  • When you first create an invoice in Wave, we ask you to choose one of three invoice templates. This choice is obviously an important one, an invoice is just as much a business card and a reflection of your business as it is, well, an invoice. We would love to know which one you prefer, and why you chose that template over another. We believe each…
    Alexia Poll 391 views 15 comments Most recent by PhillyTaxGuy1 September 6, 2018 3:52PM
  • Is it possible to customise my invoices so that the invoice automatically shows the Account Number followed by the date? (ddmmyyyy) So, something like FALL29082018?
    Napalm 11 views 1 comment Most recent by Centanni August 31, 2018 6:49PM
  • Does Wave have the ability to select and customize from more than the 3 Invoice and estimate templates? We are a contractor and often need to be able to have forms labelled Work Order, Monitoring... and not have to change the title manually every time. While on that note... We need the ability to do estimates on the fly with IOS or Android. Whe…
    TechieGuy 751 views 3 comments Most recent by KatyRogersArt August 28, 2018 9:31PM
  • Hi, I have an idea that programmer can make Import Data feature from other application. Such as import data from Tiny Invoice or applications such as his. Thus, Users no longer bothered input data Customer, Product and Sales How about that?
    almushthafa 2.2K views 57 comments Most recent by JPessolani August 28, 2018 7:40PM
  • THERE IS NO OPTION TO MENTION TRN OF CLIENT IN INVOICE
    shrawan144 11 views 1 comment Most recent by Briella83 August 9, 2018 1:54PM
  • Is there anywhere in wave where you can search for the income of a certain product or service for a specific period?
    mekeyla 131 views 1 comment Most recent by Alexia July 20, 2018 6:28PM
  • Is there anything setup for incorporating Indian GST Laws in the system?
    neeravdoshi 1.8K views 1 comment Most recent by UHRP3 June 18, 2018 10:56AM
  • I would love to be able to document the invoice price I paid for each of the products I have created within Wave. This would be extremely beneficial to me and probably many others. It would allow me to easily track my costs for each product/service and how much I actually made form that transaction. I would think the methodology behind this is pr…
    MyEvo8U 31 views 4 comments Most recent by AndrewKemp June 1, 2018 3:46AM
  • HI Is it possible to change the default setting so that every invoice is copied to us and sent in PDF. Seems a hack to have to select it for each invoice - but cant seems to find where to change the default
    Bruce_UMZ1 11 views 3 comments Most recent by Alexia May 31, 2018 5:56PM
  • Hi, I wanna be able to take card payments for my invoices in USD, I am currently only able to take payments in GBP.
    christiansav 91 views 1 comment Most recent by Alexia May 29, 2018 7:36PM
  • I would like the ability to automatically generate a report from the statement screen that shows each customer with an unpaid invoice, we should then be able to check a box beside each customer name to print statements or unpaid invoices from that same screen.
    tyhoppy 31 views 11 comments Most recent by mwash May 26, 2018 10:51AM
  • I'm a lighting designer and production studio. I do permanent and temporary lighting installs for venues, shows and music videos. I regularly send invoices to other businesses as well as individuals and while current invoicing in wave is good, it could be a bit more flexible. > Section titles on invoice items - To group areas of cost when list…
    lucas501 71 views 3 comments Most recent by Alexia May 25, 2018 7:40PM
  • With the increasing use of online wallet payment (e.g., Paytm, Freecharge, PhonePe, Mobikwik and UPI payments), is it possible to add account type and payment methods so that books of accounts can be managed properly?
    Mits 51 views 2 comments Most recent by Mits May 18, 2018 7:48PM
  • Does wave allow you to enter both a bill to and ship to address on an invoice? Also can you print packing slips from the invoice? I may need to cancel this as I have many customers that purchase product from one location but it ships to another branch ect. Also packing slips should always be attached to shipment parcel. Any info on these two major…
    Visionarmor1 241 views 3 comments Most recent by Alexia May 15, 2018 7:17PM