Sales & Invoicing Feature Ideas
Discussion List
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I noticed when I am adding a new item in a Bill, it auto adds it to the Purchases Products, but does not add it nor have a way to add it to the Sales Products. So I have to go in to the Purchase Products List to manually edit each individual item to click to add to Sale Products List. Would be easier just to be able to choose that while the produ…
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Hi everyone, I would like to know if it is possible to archive invoices somewhere in the tool? I would like to get rid of all the invoices I declared for my taxes this year and keep only the ones I have to declare next year. Is it possible to put the old ones in a specific file? Thank you, Malika
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I've used Wave Connect successfully, and would like to now update existing items in Products & Services. Currently, an attempt to re-upload existing product names with new details or prices results in "duplicate item(s) will be skipped" message. Is there a method, tag, or data format that will allow the update of existing entries us…
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When an estimate is sent automatically to a customer there is no call to action ie "Click to Accept" etc. They then have to navigate back to an email chain to communicate back with the sender (me) As a result I am downloading a PDF and emailing to the customer or pasting a link to the estimate into the body of an email. Slow. Annoying. …
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Is there a way to obtain your customer's address when they pay their invoice? I just switched to Wave from PayPal and this is a missing feature for me. Unless I just have not found how to do this. I usually just ask customer's for their email address to send the invoice...paypal would automatically obtain their mailing information.
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Hi Currently, we are able to edit for setting for invoices and estimates. But we cannot edit the setting for Statement. Will be useful if we can do that.
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Would be great once an estimate is converted to an invoice that the status bar to the left changes ie. "Invoiced" "Converted" or similar Reflected also in the filter fields Helps with quote follow up and organisation without having to bounce back and forth between tabs
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Hi there @AlexL @Mikeg @BarsinA I would like to request a feature where we can select the accounts or rather customers which we want to create statements for instead of only having one option of selecting one customer, this is because i often need to send out a pdf document of sepecific accounts receivables for specific customers to my bosses
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Is there a way to customise our receipts for Payments? I'd like to add more default text and not have to type it in every time I sent a receipt.
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Hello, loving your software, thank you! Is there a way I could please customize the emails that get sent with the invoice and the payment receipt email? I know you can type in every time you send one, but I'd rather type it once as a template and have that sent with every one. Many thanks
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Hello wave team, After using the service for a couple weeks now, I have started to enjoy the experience but I think there are a couple things that would make the overall experience much more powerful and easier to use. * Allow us to add new columns on the invoice dashboard page that can show more information related to the invoices. Since our bu…
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We are running a trial on WAVE for SME, but we are missing basic Customer invoice fields like "customer registration number" and "VAT number" - tax field... Any solution for this or possibly free format text fields that could be added to the address fields so additional information can be added?
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Is there anyway you can change the subject title for a receipt and also set a standard template? I add in a couple of paragraphs whenever I send out a receipt so would be good if it were just automatically there!
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Hi. I am wondering if we have the ability to attach a file to our estimate/quotes, then in turn our invoices. E.g. Send an estimate to a client with an attachment of a file/document for them to approve. Cheers
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How do I make the billing address fit into the window of a Business envelope? Most of my customers have email but some still need printed invoices mailed out.
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Hi All, I would really like to have the delivery note feature implemented where by am able to just convert all the data from an invoice and provide it to the client for signing or stamping. A delivery note is very key in our country and its hard to get paid without it. The other feature is an estimate app just the way we have an invoice app wher…
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I purchase materials which need to be rebilled to the client. I need to keep track of them. It would be great to tag as "Rebillable" and "Customer". Then when Invoicing be prompted with those tagged as rebillable for the customer being invoiced to add the amount, Invoice No, Date, Supplier as an invoice line. Then to be able to…
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I love the estimate function, but it is quite tiresome having to type out the email message for every quote - it would be really handy to be able to define one or more standard email body messages that have merge tags such as "Dear {customer first name}", This would save an awful amount of time for those business that spend a lot of tim…
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Hi, i am unable to add tax column on my quotation, so the amount of invoice didn't tally with the quotation that provided to client. We have to use another quotation software, is it possible to do it on quotation? Thanks.
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I’m new to online payments. When I try and do a recurring invoice it only gives the opportunity for credit cards. What about the bank ACH? Also I don’t want to accept American Express can I take that one off?
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Hi...when I printed out the invoice, I realized it's very close to the border of an A4 page. The right indent was too narrow and not printed as a result. Any possibility to allow us to adjust page margins after creating Estimates or Invoices ? If able to allow us to add/edit/rename fields in both the above docs would be great.
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I have noticed that the pre-customized invoice memo and footer are not being inherited when you convert a quotation to an invoice insisted the system inherits the quotation memos and footer. Has anyone else noticed this?
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I just received a credit card payment on May 21, 2020 but I did not set on my online credit card payment until just now. Will the funds appear in my account at the close of business today?
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Currently when I generate a statement it will show Dates and Invoice numbers. This doesn't help me with clients that request paper statements. They always ask me what each invoice was for. If the statements showed Date, Invoice #, and a short description ie. Monthly Service or Pool Repair, it would help alleviate this confusion. Wave statements …
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Is there a way to use macros in the recurring invoices? For example, for the invoice sent on the 1st day of the month, in the description field I want to put something like "work done in XXX" where XXX is the name of the previous month.
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Morning, It would be a great idea that when we do a DRAFT invoice that an invoice number is not assigned to it until it has been approved. Maybe instead of a number it says quote or something similar. It is much easier for us to have invoices in order at the end of the month, sometimes we do a draft invoice months in advance and our accountant al…
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I am a gas station manager and I recently decided to join wave to organize my business accounting needs in a efficient way. How would I input my daily inside/inventory and gasoline sales on to my wave account? I noticed that wave is designed for creating invoices for customers but at a gas station, we do not provide invoices for our customers. So,…
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Hi, I use Wave for the last one year and it is super simple and very helpful. I am in to B2B sales of different commodities globally. I use wave for creating estimates to suppliers. In our business context, the term Estimate is not often used, instead the document is termed as Quotation. Though there is an option to change the document heading, …
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Is there anything available to create an order form with available products/services which can be sent to clients?
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Hello, as an additional feature, it would be useful to have an extra header for P.O./S.O. Number: included in the Status Due Date Number Customer Amount due Actions to help find invoices at a glance
