Sales & Invoicing Feature Ideas
Discussion List
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I'd like for my clients to have the option to choose between different shipping methods and having the grand total reflecting their choice. For instance I don't charge for snail mail but I would like for my customers to be able to choose an option between standard overnight ($10) express overnight ($20) Saturday delivery ($25) or any other shippin…
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We are a travel company and when we invoice a holiday we need to assign our suppliers invoices to the clients invoice so that we can track the outgoing bill payments for that invoice. We can then ensure suppliers haven't billed us twice.
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I AM FROM INDIA AND I JUST STARTED USING IT. I FEEL THAT FEW COLUMNS NEEDS TO BE ADDED LIKE customer and our gstin & sac code they are mandatory in each of our invoices and i would like to mention my account details also in it. Is it possible? And any chance of adding few fonts to text?BHARATHTATA6_UUSS 21 views 0 comments 0 points Started by BHARATHTATA6_UUSS November 21, 2020 8:58AM
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Hello! We switched to Wave because it is easier to use than QuickBooks because functionalities are more streamlined. Over my last 2 years (almost) of using the app, the following questions have been asked for various reasons: * How do I track invoices and estimates sent to clients? * Can I see a report of E-mails sent from Wave? * Can you a…
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When you back out of an unsaved Invoice, you get a warning saying you have not saved: You don't get that when making an estimate, which arguably would need it more. My girlfriend lost two hours of work on an estimate because of this. Please fix this.
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Hi there! I really enjoy using Wave and find it very user friendly. I have a few suggestions that would really help me and, from what I believe, other users as well. * It would be nice to be able to upload a payment onto a customer account without needing to make an invoice at the time, like loading credit onto a customers account. I am an Anima…
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These are two unrelated feature requests: 1. Create Categories of Customers My team wants to categorize our customers using tags such as "Active Customer" and "Requested Prices" — almost like being able to organize our pipeline. We dislike visiting our "Customers" page and seeing everyone we've ever talked to in one…
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When you send an estimate to a client they would be given the option to approve. Not only will this serve the client from having to contact you again to approve by phone it also protects us the vendor from client saying they never agreed. It happened to us a few times. Now we require a signed copy back, This step would be eliminated by having an a…
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Starting a new discussion, as I've seen several posts saying that developers appreciate feedback and look through the community discussion... It would be really, really great if you could have customisable templates for receipts for customers to go with your invoices. I am on the board of a small not-for-profit, and we have been seeking ways of …
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Is it possible to put email address in the contact details section on invoices? I know there is one line I can customise but I use that for ABN number. Anywhere else I can put an email address? Surely that would be a common thing, I just can't seem to find it anywhere.
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Hello, i have signed up for this service, but i have a small problem. I cannot change the date format from the US format to European one, the field is missing. A friend of mine he has this option under ->ACCOUNTING -> Dates & Currency. Any help on that?
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Sorry if this has already been asked somewhere and I missed it! I often want to send a quote with two unique options listed. For example, option A is a one-time purchase, while option B is a monthly agreement. Currently, I've been just creating separate quotes for this, but is there a way to include separate options on an estimate, or mark an ite…
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Hello Wave, We have been blown away by Wave's capability and ease of use.. One little feature that seems an ommission is a field in Customer Details where one can input the Customers' VAT Registration number (Sales Tax Reference Number) In the short term we are inputting this information in the Customer Contact Person Fields but as our business…
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When you email an invoice you are able to select the from email address from the drop-down list. When sending a receipt there is NO drop-down list and default to the user that is logged in. Likewise, with sending statements; there is a drop-down list. but only the current logged-on user is displayed. Defeats the object of sending the invoi…
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When I connected my bank account I knew from the start that something was off. The balances in all my accounts were nearly a week old. The transactions for the account that I connected did not show up in wave. This is the primary feature that I in wave. I have tried disconnecting and re-adding my bank account several times, no change. It even say…
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HOW CAN I ADD SALES PERSON IN EACH INVOICE SO THAT I CAN CALCULATE EACH SALES PERSON'S COMMISSION.
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We have a small homeowners association with a small budget and Wave would be perfect for us if it could calculate service charges on past due accounts. I would think this would be useful functionality for any business as it is an incentive for customers to pay on time. Briefly describe your business. What do you do? Who are your customers? Small…
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It would help to be able to email the payment reminders more than one email address. It would be great for the automatic reminders to be sent to both/all the email addresses the original invoice was sent to as well as having the option to add email addresses when you manually send the reminder. For example, my company is a tutoring agency, in thi…
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Please can it be added that you can export a Statement of Account as PDF? My current workaround for this missing feature is to print it as PDF but this then prints the header and foot info like page number and website address, there is nothing wrong with that I suppose but it doesn't look the most professional. I need to be able to save as PDF to…
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We are small business and need to collect 20% deposit for high-price rental items ($1500+/week to 10-15K/month). We would like to be able to place a cc hold for some period of time on these items. In the past we done a line item charge on the invoice but WAVE changed us 2.9% on upfront and 2.9% on the return but these charges don't sit well for …
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It would be really helpful to have a field within a Product entry that allows a Part number and/or SKU and allow the option of whether that is visible on estimates and invoices. I like having part numbers associated with entries, so it's easy to know what to order when a customer has accepted a proposal, but I don't like it being included in the …
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It would be great if customers can make a selection from line items on an estimate/proposal, and the totals update accordingly.
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is there away to may a work order and schedule jobs or is there another program that works with wave to allow this ? i work in a repair field and need to be able to make a work order and schedule work to be done and than go from work order to invoice
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Please refer to the image. As you can see it is a bit squeezed. If the developers can fix it soon it would be great. Thanks in advance.
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Is it possible to remove/hide the "Grand Total" at the bottom of an Estimate? My estimate includes options e.g. Full Day, Half Day, etc., that a potential client has to choose. So a cumulative display of all service costs is both inaccurate and could cause an initial shock or confusion for the prospect. Any ideas or workarounds?
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I am planning to use Wave to send recurring invoices for rental income that I collect. Rent is due the first of the month, but generally I send out the invoices early and some tenants pay prior to the first. I see that I can create the recurring invoice to repeat Monthly on a specific date, but my problem is that I don't see a way to indicate tha…
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I'm sure this has been asked before, but I couldn't find any mention of it. It would be great if we could duplicate an existing product then edit it to make minor changes if the items are very similar. For instance, if I sell a cable. And different lengths of the same type of cable. It'd be nice to clone the same one many times and just change…
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I have recently implemented Wave for my membership invoicing. As a result of that experience, I have quite a few observations and suggestions about Wave. Before I list them all - I would like to know if I can put them all into 1 post or should I put each into a separate post
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I'm sure this has been asked before but I did not find anything in my search. I have a single client that is made up of several sub corporations, So I bill 20+ companies monthly and send them all to one account receivables person. I have to send a PDF, they don't want multiple emails, a single email with a single PDF with all the invoices. I just …
