External client entering in details for an invoice

BHM

Hi there,

I'm wondering if the below problem can be solved..

I normally request client information details then enter all the details into an invoice, select items to go on an invoice and send back to them. I'm trying to cut down some back and forth workload. Is there a way they can enter their own details and select which items they want on the invoice (almost like a booking form?) without them having full access to my wave account?

Hope that makes sense

Thanks in advance

JamieD

Hey @BHM. I totally understand where you are coming from.. almost as if it were a Checkout page (which is something that we do offer, however for only 1 product & service); https://support.waveapps.com/hc/en-us/articles/115005523426-Check-out-Wave-Checkout-ideas-for-your-business - however, there isn't a way for your client to pick and choose which items they would want to pay for externally from Wave (I wouldn't recommend giving them collaborative access to your account to invoice themselves either).