Sales & Invoicing Feature Ideas

Discussion List

  • Since a recent interface change, WAVE seems to have removed the option, 'allow customers to use credit card' upon creating an invoice, hence all customers can use credit card to make payments. Previously I would not offer that feature unless they asked to use a CC, in which case i could advise them of the extra charge and add that to their invoice…
    AussieSam_1 411 views 7 comments Most recent by Alexia May 11, 2018 1:13PM
  • Hi guys, I am a proud Wave user in Costa Rica. Recently the Tax and Revenue Authority introduced mandatory digital invoicing. This has certain technical requests like the ability to generate and xml file and so on. I am wondering if Wave would interested in supporting its Costa Rica users. Currently the other options in the market does not offer …
    TavoJimenez 71 views 1 comment Most recent by Alexia May 9, 2018 7:53PM
  • I would love to see added to wave so I can just write up a special on this or that and send it out when I desire to my customers. You could set it to where we would have to use our own email and smtp server for the transfer. Or a paid fee monthly for this service. I would be overjoyed to pay for.
    kbennett 11 views 3 comments Most recent by Alexia May 8, 2018 6:18PM
  • Hi I run an art gallery, selling goods made by other artists as well as my own. I sell their products less a percentage commission. I have added the artists as 'vendors' and create a bill for each one. When I pay them I want to send them a copy of the bill I have created (before I would have sent a remittance advice to them). Can I do this and i…
    julieoncloud9 131 views 5 comments Most recent by Alexia May 7, 2018 6:36PM
  • Rather than split payments & deposits up in to small pieces that don't match the bank, Wave needs to be able to post multiple payments from one payment or deposit. If I pay a vendor for 3 or 4 invoices at the same time, I have to split that transaction in to several entries and then post each invoice separately. Then when I go to reconcile the…
    randybrown 275 views 1 comment Most recent by Charlotte May 6, 2018 9:26PM
  • Hi, I would like to accept payments via wave. But I cannot find the accept payment button or menu or settings in wave. I have already connected my Capital One account.
    postmodern 51 views 1 comment Most recent by Charlotte May 4, 2018 5:40PM
  • Hello! I would really love if for estimates there was an option for ranged cost. We run a service-based business where people often ask for a ranged estimate to weigh their options, and it’s difficult to pinpoint an exact cost in certain situations since our work is typically hours based. We have to work around how the software is setup and unfort…
    washlahasterfitz 31 views 1 comment Most recent by Alexia May 1, 2018 2:38PM
  • In the settings for invoices I have written my bank details in the footer but when creating an invoice the IBAN NO does not show all numbers but **** **** **** instead. I have to add them manually on every invoice. Anything I can do?
    Lindos 171 views 1 comment Most recent by Alexia April 30, 2018 4:18PM
  • Please make a section separate from clients name and address, where you can add name of event, address, time, and date. This works for alot of occupations because the work maybe performed at a different location other then their billing address. Please 🙏 Please, add this feature!
    TheSkinnyChef 11 views 1 comment Most recent by J_Senn April 27, 2018 5:21PM
  • Hi, Can you implement a Quotation No. field on the Invoice so customers can trace back to which quotation the invoice is derived from. We can see it but not the customer, through the backend. I understand there is a P.O /S.O field but a Quotation No. field would be useful too.
    jason1234 31 views 4 comments Most recent by jason1234 April 9, 2018 1:19AM
  • How do I print my bank details on each invoice without typing them out each time in Notes?
    Heather2301 11 views 1 comment Most recent by ItsJenna April 4, 2018 8:07PM
  • (note to other users: this was written in Wave's preferred format, see last paragraph for the ask) Our business provides support to the hardware that makes websites go. Boutique hosting, infrastructure support and monitoring, DevOps are different ways to describe what we do. We have several clients on an annual contract, for which they pay a mont…
    Brandi 111 views 1 comment Most recent by Alexia April 4, 2018 7:45PM
  • Hi, two questions/suggestions (a) any chance to have an email instead of fax field (or in addition) in the Manage your profile -> Businesses -> Business profile edit page? (b) any chance to have also in the same place (maybe above first line of address field) another field with business registration number? Thank you Cosmin
    cosmin 11 views 1 comment Most recent by Charlotte March 18, 2018 11:39PM
  • Hi is there anyway that i can add gst table summary to the tax invoice? I would like to add the info below (preferably in a table): I've tried adding to the notes, and when i do, it turns out like this (all close together): GST Summary Amount RM Tax RM SR - 6% RM130,000.00 RM7,800.00 or is there anywhere else i can add? Would appreciate y…
    joann3w 281 views 7 comments Most recent by joann3w March 16, 2018 6:15AM
  • Is it possible to edit the reminder email for overdue invoices - or define your own email template? The default is a bit "rude", and asking for a payment is a very delicate matter...
    techscience Closed 471 views 2 comments Most recent by Mika_9 March 15, 2018 7:24PM
  • Hi, I'm quote new to Wave and finding it really easy to use but is there any way to change the standard message that is emailed with an invoice or receipt, other than changing it every time? Thanks
    tsbekker 21 views 1 comment Most recent by Alexia March 12, 2018 7:11PM
  • Hi I am from India, while adding tax amount in each items there is no issues, while printing the invoices it shows the tax in total as in the last line only, Please note that each items are having different tax % rates and our customer unable to get that information. How I can show tax information on each items after printing?
    wintech 791 views 3 comments Most recent by Alexia March 9, 2018 3:08PM
  • If I disconnect a card or acct link will it delete all the receipt pics associated with it.
    Kumacokazumillc1_ 11 views 1 comment Most recent by Alexia March 7, 2018 9:18PM
  • Hello, As a land rule and for external audit, I would like to download and store all the invoice raised to all the customers. (Yes I am aware that collaborators can be added with certain roles) Or Is it possible to archive all the invoice for the Wave defined financial year? Regards
    UHRP3 401 views 4 comments Most recent by UHRP3 March 7, 2018 8:34AM
  • My business provides creative and marketing services and often times I'm creating estimates that include those details. As of right now, I only have the option to put my project summaries and overviews in the "Memo" area, or sending my client a separate document (I choose to include it in my estimates). When the estimate is output the &q…
    zanezibar 21 views 1 comment Most recent by Mani March 6, 2018 7:06PM
  • Is there any way to make some advanced invoice template modifications in order to translate strings to another language or at least to translate exported PDF estimate or invoice? I can now translate exported PDFs with a 3rd party PDF tool but it's not really convenient since changes are not permanent (in case I loose manually translated PDF file I…
    chox 461 views 3 comments Most recent by Alexia March 6, 2018 3:59PM
  • How to add unit of measure of my products?. For example, if I want to add 10 kg, currently, we don't have space to include 'kg'.
    Baranidaran 81 views 1 comment Most recent by Rahim March 6, 2018 3:24PM
  • I need to categorize my products & services for example: Category – Website * Website hosting * Website development * E-commerce Category – Google * Adwords setup * Adwords training * Google my business setup * Google Console setup Category – Products * Router I would like to know when would your payment portal be available in south…
    Adcademysa 31 views 1 comment Most recent by Alexia March 5, 2018 6:16PM
  • Is there a way to include a company's registration number on the invoice? There is no option to fill it in when adding a customer.
    mpougnet 21 views 3 comments Most recent by Alexia March 5, 2018 3:40PM
  • How do I take a deposit from my Shopify website that breaks out as follows and input correctly in wave: Gross sale was $32.98 in that sale $2.03 was sales tax merchandise sale was $25.00 shipping was $5.95 Merchant fee taken from the $32.98 was $1.26 Leaving me with actual deposit into bank $31.72 and what gets pulled over from my bank into wa…
    Foreste1 51 views 1 comment Most recent by Alexia March 1, 2018 9:51PM
  • I recently changed bank accounts and updated these in my invoices, however it only updates for new invoices only. It did not update in set recurring invoices. This was not ideal as I have many recurring invoices that I had to update manually. It would be good to have a dynamically updated 'footer' (where I put payment details) or, if this is prob…
    Wonder 31 views 1 comment Most recent by Rahim February 23, 2018 8:56PM
  • How can I change a font size of Title?
    sagarg 1.1K views 1 comment Most recent by Alexia February 20, 2018 7:12PM
  • I can't find the option. Use case is that no longer need it our created it incorrectly.
    steve99 1.3K views 66 comments Most recent by jaetan00 February 20, 2018 5:00PM
  • Is there any way i can make this setting permanent ? Each and every invoice i have to click on 'Show Additional Options' to send a copy to yourself or attach the invoice as a PDF.
    Ursula 11 views 1 comment Most recent by Alexia February 9, 2018 2:18PM