Sales & Invoicing Feature Ideas
Discussion List
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I have 2 scenarios where time and again, I've wished I could archive Products and Customers. My business doesn't have many repeat customers (or each customer has a shelf life of about a year at the most where I'm billing them multiple times). After several years, I'm now left with a monstrous list of clients to sort through when looking for conta…
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Hi! I've been struggling with handling security deposits through Wave. I browsed topics about this and realise that it isn't actually built in Wave to do that. But perhaps someone has an idea for a workaround that suits my needs. We rent out rehearsal spaces for bands and hence require a security deposit from them. Since we also have two months no…
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This question may have been asked already but I cant seem to find the information. Can one create two different invoice templates on one business account? For example I have two different bank accounts so I want to have an invoice template for classes with the one lot of banking details and another one for products which has a separate bank acco…
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I am trying to make the transition but just reworked an Estimate and when I printed it, the font size is super small. I don't see any way to make it a size that an average human can read. Please tell me I've overlooked it and help me make the change. TIA for any help.
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We are a branding/advertising agency with customers in every industry. Becuase of the nature of our business and operation model, we are required to seek approvals before starting projects and track jobs accordingly before invoicing. Currently the WaveApps estimate system is very limited and does not account for holistic procedural updates to the …
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Having a button on the estimate for clients to Approve it and then it automatically converts it to an invoice for immediate payment. This would eliminate so many steps for me and my client. Right now I email the estimate, client responds via email with approval. I convert the estimate to an invoice then I email it to the client.
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When enabling payment by credit card, please allow a further option that, when enabled, automatically adds a "Credit Card Processing Fee" item to the invoice if the customer chooses to pay by card. The cost of the additional item is calculated so that the original invoice total will be received by the Business, with Wave still taking its…
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Is it possible to have different invoice numbering for different customers. I would want to be able to select the customer, and have the invoice number advance for that particular customer's invoice-numbering scheme.
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Is there a way to search for a specific invoice via the order number or any other text in the invoice? I only have one client that I subscontract to.. and they often ask me to resend an old invoice... Currently I'm having to guess the date and open many invoices before I find the correct one... It would be so simple to just search for the ord…
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Hello! I've tried searching but I keep getting all kinds of random results. I have a law firm that, unlike my others, requires each law clerk (there's about a half-dozen and counting) to receive their own invoice. they note it in the client file and do whatever they do and only then do they send it to accounting. so each of them has to recei…
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Hey! Not sure where to put this, but i think Wave is missing such an essential feature. In the customers section, Wave should show details about a customer instead of just allowing to edit it. For example, show invoices previously paid by customer and all other information relating to that customer. of course along with editing them. EDIT: There'…
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It would be ideal to be able to create a recurring invoice from an estimate. I use this when clients request payment plans or it's a multiple month engagement.
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Hi there, Not sure if this is the right place to put this or not! I run a marketing consulting agency, and use Wave for my accounting. The other system I use is Bonsai. I use Bonsai for its proposal feature, contracts, invoicing, and timekeeping. But this gets messy because the two systems don't sync well together—which means I can't see expect…
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Idea: Allow email receipts to be sent directly to WAVE for processing We really want to use the forward email receipt to wave but it this process only accepts PDF files. The issue is that most of us don't receive email receipts as PDF, their usually a straight email in a EML or PSTformat when forwarded. This places all the work on your custom…
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Hi, this is a simple one: can we please have the option to use "-" (minus sign) to represent negative numbers on invoices ? the current nomenclature (the "(xxx.xx)" parenthesis) might be appropriate between accountants, but after all, most invoices are intended to non accounting specialists.... Thanks
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Is there a way to create a sub customer or organize your invoices by Job Title/Description?
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My client pays my invoices by ACH transfer, because WAVE removed my ability to have credit card payments, as I’m a new wave user :neutral: Payments are taking 10 business days to arrive in my account. It’s really frustrating. Any intel would be helpful
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Hi! First of all, amazing service. I am on the verge of switching to Wave for my customer invoices completely. I love the draft-approve-send logic behind the invoices, it gives me a clear overview about which invoices need to be sent. The only problem for me is that in my opinion the default mail template sent by Wave (if you click 'Send invoice.…
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I love that you can change the order of line items on the invoice. Why can't we do the same for estimates? When I'm creating estimates I try to keep similar items grouped together. Invariably, I miss a line item, but have already created several subsequent line items. There is no way to go back to insert a line item where I need it without deletin…
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Is there a report that allows me to see how many of my transactions were paid via credit card, how many were paid via bank payment, how many via cash, etc...?
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Good Day Admin Please could you let me know if there will be a Delivery Notes option added at some stage. This is something that we would use on a regular basis. Thanks so much in advance :)
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i invoiced a client with USD currency and i am trying to give the option that he should pay by card but im getting the following messages! Credit card payments are turned off because the currency of this invoice (USD) does not match your business currency (GBP). Credit card payments can be enabled only for invoices created in GBP. i spoke to str…
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I do books for a company in a tourist area. Many of our customers have non-local mailing addresses. I note that your invoices have an area for a second address; however, the statements do not pick up this alternative (shipping address). Would you consider adding the shipping address to the statements as well? Thank you.
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I own a plumbing business and I am the sole employee/owner of this business that is open 24/7. I charge a 1.5x overtime fee for work started after 5 pm during the weekdays and a 2x fee for work done on Sundays and holidays. I usually apply this to the final total if the job is completed within 1 day. It would be nice to have a feature that adds th…
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The business I'm accounting for is a homeowner's association. We provide trash pickup service for the neighborhood as part of the association dues (the residents love this because we get a bulk discount and it's significantly cheaper than getting it themselves). Occasionally a resident will not get their can out on the curb in time to be picked u…
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If I have sent a customer many invoices, it will be useful if they can pay it in a single amount. They can do this by bank transfer of course, but I would like to extend the simplicity of Payments by Wave (credit card) to this situation as well. A simple solution would be for Wave to surface a "pay" option on the Customer Statement if a…
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Good day I am aware this topic has previously been discussed but i would like to find out if the wave team has implemented a bulk invoice printing or downloading method in the wave system as this is really lacking and making the use of wave difficult. If we can get a way to download or print multiple invoices at once wave will be a very efficient…
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Hello team, Is it possible to standardize the payment terms? Seems the payment term "Within 7 Days" is present only during recurring Invoice creation Invoice Customisation > Invoice settings During invoice creation Recurring Invoice
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A lot of my work is paid on the basis of a contract with someone hiring me -- they simply pay me (and issue a payment record to me) without requesting an invoice from me. in such a case, i need to use the "Add income" button on the Transactions page to enter that income, and there's no way of keeping a digital record of the payment recor…
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Hi, is there any way to book bill directly under Inventory Accounts instead of Expenses? Secondly, if we select any Product/Services under Selling and Buying option and can se get the relevant product report. I mean any option to check the balance quantity [in Units & in Monetary] for specific units.
