Sales & Invoicing Feature Ideas
Discussion List
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Hi. I'd like to remove the payment due date from my invoices. Can anyone tell me how to do this please? Many thanks.
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When I add an item on to an invoice, is there way to add the date to each item?
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Been looking through the options on wave. However, we are looking at a way to add dates to the data input on charges. We charge clients over consecutive days as they do activities and apart from adding the date manually in the 'description' we don't see any other option. Is there a way of doing this automatically? Is this something that may be …
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how do I add column to invoice template
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The way the current system is is a total joke. A customer made a payment for an invoice via credit card, then the payment needed to be refunded, so it was refunded, then customer left the business so no more need for his profile. I can't delete this invoice since there was a card payment linked to it. There is no way to archive it, so this invoice…
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Is their way to search the contents of invoices. I routinely need to find an old invoice for a project and often don't remember who the payee is. Its a pain in the A** to find them because your invoices are not searchable. If I could search for notes I put into the invoice or for my own Job Number it would be tremendously helpful. Can't und…
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Hi, In the list of my products, I have items that I don't sell any more but since I have old invoices in which I have sold the mentioned items, I cannot delete the products. I'm talking about like 30 items that each time I want to add a new line to my invoice, I have scroll before I can get to the one product I am looking for. Does anyone know if…
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Hey Guys, Is it possible to somehow automatically charge a late fee for customers who's payments are overdue? I'm open to workarounds as well. If there's not already a workaround, it would be a great feature to have on Wave. Thanks!
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Is there a way of customising customer statements as one can do the invoice? Can a footer be added? Is it possible to print the statement from the programe not only send via email? Also when printing an invoice that is only 1 page, why does it print a second blank page ?
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the CUSTOMERS section of the site is incredibly lacking & desperately needs basic features like: * Selecting more than one customer at a time (so I can delete multiple ones) * filtering customers by "LAST ACCESSED" or "LAST CREATED" or any of the other columns you already have listed (saved cards, balance, email, phone, …
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Hi, Could i suggest the following features for Wave. 1. On Sales\Invoices\Unpaid, add a selection tick box to the left of each unpaid invoice, and a single button to "Record a payment for all selected invoices", to the value of the full invoice amount, Same Account, Same Payment method for all. And display the sum of the total invoice v…
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Can wave checkout be set in a way that client can choose how much they are paying or I can set variable amounts I will accept for payment? Thanks
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Hi, Wave. I am using saldoinvoice for several years and now I am thinking about Wave. In view of this I'd like to ask if there is possibility to transfer all my invoices from one app to another?
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I know this is not available. Should employees setup as vendors and each deduction an invoice row? Any recommendation? PS: When is Quebec Payroll expected?
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Currently, there is no way to apply a payment to a specific line on the applicable invoice. This creates an issue with both revenue accounts and sales tax liabilities. For example, we have invoices with both taxable and non-taxable items. When a customer pays for just the taxable item, the system pro-rates that payment across all of the items on t…
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Is there a way to apply a payment to multiple invoices? Some of our customers aren't required to pay day of and if they get another invoice before they pay then we just get the one payment to cover multiple invoices. The Customer Statement shows the correct balance but previous invoices are still marked unpaid and the details on the Customer State…
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when searching for a customer, only the customer name and primary contact are searched. Is it possible to search more fields: Email, website, notes, phone etc... Thanks Dan
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Since you can choose to create a Product/Service as Buy and/or Sell, it would be great if you could include a Cost field as well as the existing Price field. Right now I have to create two products -- one for the Purchase (Buy) with the cost and another for the Sale (Sell) with the price (including margin). Thanks.
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Hi Wave team, I've been looking into ways to customize reminders sent to clients. I've read the entire thread here: https://community.waveapps.com/discussion/147/customise-payment-reminders-receipts/ and even left a comment back in August. Since I haven't received a reply, I would love to ask this question in a separate thread. At this time, th…
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I would like to edit the template automated message on the receipt template?
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There are a couple external tasks that I need to do after I've invoiced someone, but there's no good way to denote the details of those tasks on the invoice itself (and have it viewable in the invoice list view). If I was able to tag or create custom status on invoices, that could help me manage everything in waveapps instead of tracking these de…
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Are there different fees for credit and debit cards? If the customer pays via debit card, do they deduct less from you?
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Hello Basically I want to record expenses of let's say a yearly hosting plan I bought which I can deduct from my tax as busieness related expense. In waveapps I create a Bill but with the bill I want to attach a PDF invoice from the hosting company, if a tax Audit happens I will provide the original invoice PDF and other related files, would…idealdesigns 1.7K views 30 comments 8 points Most recent by NimbusUnlimited December 21, 2021 7:22AM
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I moved over to Wave after a decade with Harvest. I loved what they did but I wanted it all under one roof. For the most part I am happy with the switch. But I miss the ability for a client to actually approve an estimate. This would let me know we are ready to go and it would take the estimate out of the estimate lists and categorize it as "…
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It would be really nice to be able to run Sales Reports by products. Even if you export the accounting data, the product is concatenated with the invoice number and customer, so you can't pivot products within the spreadsheet. A product level sales report within the system would also be amazing.
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Many of my customers are paying via bank accounts in other Countries. I would like to be able to manually add their bank account info into their profile so that when I create an invoice for them and click to manually pay via bank transfer, the invoice will be able to auto-fill the bank info that was used for the payment.
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Hi, We facilitate government transactions for our clients. Our invoices contain the actual invoice from the government agency involved and our own invoice. My question is, is there an option to attach (pdf) the government agency invoice together with the invoice that we create for our clients? I do not see any option that lets me attach files dur…
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Hello, I used to be able to capture a credit note in my bills. I created an item called "credit note" which I posted into my "other current assets". After payment, I used to have an option called "Refund received for a bill in Wave" when matching invoices. Has this been eliminated? What is now the work around for a su…
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Hi! Don't know if this has been requested yet, but I think it would be really useful if there was a feature or integration with something like Toggl that could track my time on a client project and then send that time to an invoice on projects that I charge hourly for.
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Can each businesses default email be declared in each businesses' profile so that the user doesn't have to select the default email for the whole Wave account? I'd prefer for separate businesses to have their emails declared here so that when emails are sent out you're confident that they are being delivered using each businesses own email address.
