Sales & Invoicing Feature Ideas
Discussion List
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Why is this not on the top of the priority list? I've been asking for YEARS! Come one Wave! It's card to run a service company with recurring invoices due on the first of each month when nothing is there to make that happen.
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Hi, I searched before posting but wasn't able to find the answer. I would like to add another payment method to the existing list but I can't seem to find out out to do it: Referring to step 3 on the invoice. Clicking on the "Record a Payment" button brings up a pop-up and under Payment Method I would like a new option. Can anybody hel…
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Please fix sizing issues in estimates in drop-down. This problem doesn't exist when creating an invoice directly. It make it very difficult to find items.
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I have a schedule of work I know I will be performing for clients along with the estimated costs for my services. None of my invoices will be for the same client, so if I don't need to set up recurring invoices, rather, I want to pre-populate my invoices, and have them go out automatically the day after I have concluded my work at their locations,…
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Most of the time, I need to send an estimate to some of my potential clients, but I don't want to save them as customers in my Customers List. I want to be able to fill out customer information on the Estimate page, on the spot. Is it possible? Or will it be possible? Thank you.
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Please allow us to have 1 customer entry (essentially, the business we are invoicing) with the possibility to name different people on each invoice. e.g. I may send many invoices to Acme, Inc., but each time I need to add the name of a different manager at Acme depending on which department I have worked with.
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The current invoice status does not have the option for overpaid , can it be made available ? Currently I am trying to find the invoices that are overpaid and in need to go thru the invoice to find it . Appreciate the feedback from wave Thank you
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Hello! I've been working with a few companies and trying out Wave as a bit more simplified accounting system since they don't need a lot of detailed information and styling on their invoices. However, we've run into an issue of "this is literally easier to do on paper invoicing" which, to me, should not be a phrase I ever utter. The one…
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Do you have a "Leave a Review" option after invoice payment in your future projects pipeline?
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Where do I find the Etimates on the phone app!!
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Hi there, Is it possible to scale to fit invoice/estimate before/during exporting/sending to pdf/client. ( To fit single page A4.)
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I think it would be helpful to allow a payment schedule attached to each invoice; one that can be completely customizable. For example, we can choose that the total balance of an invoice would be broken down into 4 payments (with the option of choosing each amount or making it equal amounts) due on specific dates (with the option to have the payme…
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I'm a freelancer that bills my clients monthly in advance. Many months the invoice is just my retainer, but some months I have additional expenses that will be added to the invoice as an additional line item. Right now, if I understand correctly, the only way to do this is to 1) Cancel the recurring invoice, create a manual one time invoice for …
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See title. Automated late fees are a pretty fundamental feature of a invoicing/billing application. This has been brought up before and it still hasn't been implemented. When will this be in the application? It's a major oversight
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Is there a way in the existing platform to create customer groups? So that I can easily see all the customers in that one group, rather than having to look through the full list?
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Anyone else find, they need another line for the address?
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I want to preset the "Payment Method" in receipts to "Cash on Hand"
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When someone pays an invoice using Wave payments, could the resulting accounting entry PLEASE display the credit card info in the Notes section and display which category this is hitting? It is taking me so many mouse clicks to get to that information, which is squirreled away 6 layers deep in your interface, that there's honestly no value in usin…
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I thought I had found a solution to having an unrestricted open-ended payment portal, but foiled again by Wave Accounting! When an invoice has been paid or overpaid, the credit card/ACH payment screen goes away, blocking any further payments. If a customer wants to pay me more money, why on earth would I want to stop them? What I'm really trying…
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I regularly offer promotional deals for a customer's first three months. I create a "coupon" line item for a negative amount to discount their invoice. I WISH I could set an expiration date for the coupon line item - to automatically remove it from future invoices sent after that particular date. As it is right now, I have to set a remi…
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In >Settings>Profile>Emails there is a statement at the top of the page that says "You can also use any of these emails on your invoices". So, how do we add an email address to an invoice? I have searched the community, but only find comments saying that emails can't be added (but a Fax number can?!)
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Hello. In my business, most of my clients pay with a check. I enjoy how easy Wave is to use, but while recording a payment as a check, it takes me about 6 clicks! (I know, first world problems!) I was wondering if there was a way to customize my payment method? Meaning it automatically assumes I am recording a payment as a check. Thanks in advance!
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I thought I had found a solution to my sliding scale payment problem, but foiled again by Wave Accounting! Why does Wave allow for an invoice with all zero quantities, zero amount, to be sent, when there's nothing a customer can do with it? As a product manager by trade, I have to ask, "What is the use case for that?" My non-profit mak…
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I had a sudden restart happen and as such lost all the work I was doing on an invoice. I added products as well, since it didn't save, those didn't get added. An auto-save to draft invoices could have really helped me here. Many expletives were uttered. Even your forum has this when composing a message, and that's not nearly as important as an…
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I can't count the number of times I have lost hours of work creating an estimate, adding line after customized line of new items/services, only to lose it all because I step away from my laptop for a bit without clicking save. I realize this more of a user error, but it's reasons like this that make an auto save feature so important. Even now, as…
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I need to keep track of multiple sales tax rates. The invoices currently show the tax abbreviation, and abbreviations need to be unique for each rate. This creates a sloppy looking invoice; I would like it to say "Sales Tax" on anything I select. It would be nice to able to enter a label that will instead be shown on invoices rather t…
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Just wanted to make a suggestion to remove the rule that stops you setting the due date on an invoice before the invoice date. We make custom goods for customers and generally requirement payment before the date of delivery. While we add a comment to this effect if we make the invoice date the date the goods will be collected/delivered we cannot…
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I'm new to wave and noticed that there is no mobile terminal service (Quickbooks now offer this). At my company we use field associates and a terminal that integrates with wave would be perfect. Knowing that wave does not offer this service I attempted to try and troubleshoot by creating a new user in the settings but notice that the options are l…
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Hi I want to be able to add QR codes at the bottom of the invoices so that its easier for my clients to scan and make the payments Is there any way to add QR codes to the invoice either as image or as an HTML code?
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Dear all how to Generate Delivery Note / Delivery Order along with the invoice.
