Sales & Invoicing Feature Ideas
Discussion List
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So far, the receipt and invoice apps are wonderful. I just wish there was a "BILLS" version of the receipts app. Scanning them in with the PC is a pain. Snapping a photo and instantly having them uploaded would sure save me a lot of time.Clearview_Ranch_HOA 11 views 0 comments 0 points Started by Clearview_Ranch_HOA April 28, 2021 5:30PM
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Hello, Can you please add INTERAC e-Transfer to the Payment method? Thanks
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I operate my business out of my home, so my business address is my personal address. I'm fine with displaying my address on invoices, but am not comfortable showing it on Checkouts. I want to use Checkouts on my website and am not comfortable with random internet strangers having my home address. Can the option to "Hide Address" be adde…
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Hi, It would be great under the company profile if we are able to add our company email address as one of the contact option. As current profile only allows us to add contact numbers and website only Thanks
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Hi We cannot get any invoices to send. After loading, each invoice comes up as unsent. We have never had any issues with this before.
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It would be quite nice for a customer to be able to click on a link that allows them to pay ANY amount, not just what's on an invoice. This might relate to donations, the "buy me a beer" model, charitable donations, or just random payments that could be applied to an invoice, or can be entered as income and deposited to my account. So, a…
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Is there a way I can view my entire history of every invoice I have sent? Thanks for the help
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I need to be able to issue Purchase orders (POs) to my vendors in order for them to invoice me in turn. How do we get this feature added to the capabilities of Wave? It would be great is we could make a Sales Order (SO) which can be converted into both POs and invoices. Also, it would be nice if items could get both a purchase and sale price asso…
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It is clear that every user is interested in a purchase order creation function in Wave. It is a crucial part of business expense tracking for my business. All of these threads keep asking for it. When will Wave add this functionality?
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I need Sales & Receivables assistant * create & edit invoices (regular and recurring) * send invoices & statements * check payments * view customer info NO ACCESS to anything else, no financial info.
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Is there a way to search text within invoices - not by the invoice number or by the client, rather by 'envelope printing', for example? If not, that would be really helpful. Thanks.
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Hi, I see that one download invoices but not recurring invoices, are you looking at adding this feature to the add-on for ~Google Sheets as it would make it easier to do bulk changes to recurring invoices. Kind regards, Antonie
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We need to setup an hourly rate in every customer record that would apply to service charges when we invoice them. How would we achieve this?
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Just getting started, and already bogged down by trying to manage sales tax! Which locations have local ones and which don't? It's maddening. It occurred to me that, as we define a new sales tax in Wave, if we could also specify one or more zip codes to which that tax applies (or state for state-wide taxes), it could perhaps automagically add the …
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It would be very helpful if estimates can be created within the app just like invoices, and also the ability to move and reorder line items to organize it per your needs. Thank you!
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There is a feature that would be very useful: Purchase price for products! When a product or service is added, you can set the sale price, but not the purchase price. This feature can help when registering a bill using the supplier's price and can help later in a possible "net earnings" calculation report for each sale. What do you thi…
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Would like to see my estimate number match my invoice number. Therefore if my estimate #21408 is approved and completed I would like my invoice number to automatically match #21408 ... Instead I need to edit the invoice number to match my estimate
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When will these be added? Standard for accounting software ..
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Hi guys Just an idea for future developments - it would be great to have a text formatting facility for the Notes section in invoices and estimates. Some customers need things in bold and underlined! Cheers Chris
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Hi, some of our clients pays in euros and some of them in pounds. Is there any chance to add two currencies in Invoice? I just want to add one more line: "Amount due GBP" See photo attached what I mean. Thank you.
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HOw do you handle a return check and the fee the bank charged for the return. I had posted the payment to the invoice and in sales
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I am seeing 'bank payment' option in the header, however I am not seeing any option to enter customer's bank routing number and account number, in setting up the customer for recurring bank payment rather just open to enter credit card number. Is this functionality there with wave?
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I am setting up recurring invoicing and I noticed a difference between certain customer options. For example, Cust A has an option to send both the invoice and receipt automatically while Cust B only gives an option for sending the invoice. I've attached a screen of both. How can I change the setting for Cust B to receive auto receipts after paym…
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This discussion was created from comments split from: Feature request.
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Is there a way to get the total amount of money invoiced for a specific date range? Sometimes I need to enter a range of dates (January 25-Feb 5 for example) and see the total amount I invoiced my customers for during that time. I know how to bring up all the invoices for a date range but I end up having to go through the list and manually add u…
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I send the same email message to all my customers when sending them my invoice. Is there any way to have a standard message for all outgoing emails. Also my emailed invoices all go to two email addresses. How can i add a second email address to all outgoing emails?
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I like the Checkouts idea and how it makes it easy to use but is there an option to pay by bank account?
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If there is a dispute on whether an estimate or invoice was edited after an agreement was made is there a way to view the edit history to satisfy or show to the customer? Or should we encourage customers to save the pdf immediately when the estimate is agreed upon?
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I like that when creating a customer the Zip code is asked for first, but with that being the case it seems logical for the Country & State to populate automatically off of that.. Currently that is not the case and would be appreciated instead of having to set those manually every time a customer is added.
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We need notifications by e-mail to be send out to customers and to ourselves when a credit card on recurrent billing gets declined. This is definitely a valuable feature that needs to be implemented ASAP by the developers!kustercomputers 11 views 2 comments 0 points Most recent by kustercomputers February 10, 2021 8:41PM
