invoicing
Discussion List
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It would be great if we could pass known variables to a customized invoice template. For example, I have a few folks that I invoice separately for different companies. Rather than just sending with the standard subject line that comes across as something like "Invoice #10 from MY COMPANY", if I could customize that line in the invoice …mgallant 3.4K views 20 comments 5 points Most recent by robertdasilva_ca June 2, 2022 9:42PMSales & Invoicing Feature Ideas
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I started the new year with all customer accounts paid in full and no overdue invoices. I logged in a few days ago, only to discover that all of my invoices (except for those paid thru the Wave payments portal) are showing up as overdue/unpaid. Is there a solution to this problem, other than manually recording their payments (AGAIN)?Olive72 48 views 1 comment 0 points Most recent by nmatheis May 26, 2022 7:54PMSales & Invoicing Technical Support
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Can wave update estimate status to approved when the estimate has been converted to invoice. it will make it easy to followup on active estimates if we can differentiate themBWI_ 133 views 14 comments 5 points Most recent by rauschelbach May 25, 2022 3:02AMSales & Invoicing Feature Ideas
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I would love if it was possible to have deeper functionality for estimates. Currently there is no way to update a status myself. Even if the estimates status's have a drop down on each to update them. Status's could be: Saved Sent Viewed Accepted Expired Rejected Further enhancing it with an editable Notes field for each status would be a gre…MartinCA 754 views 21 comments 3 points Most recent by rauschelbach May 25, 2022 3:00AMWave Features
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Is there a way to attach a photo to the invoice? I have an art gallery and would like to attach in the description a picture of each artwork. Thank youAzel 866 views 8 comments 2 points Most recent by Apex_Gutters May 22, 2022 5:26PMSales & Invoicing Feature Ideas
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Hi there. It would be great to have a way to schedule the emailing of invoices (besides for the recurring invoice feature.)adamtenner 2.7K views 60 comments 6 points Most recent by RobertPaul May 22, 2022 4:27AMSales & Invoicing Feature Ideas
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The biggest thing keeping me from converting to Wave for invoicing and payment processing is the inability to allow the customer to add a tip to their invoice. Paypal offers this feature and it is AMAZING for people who invoice for hourly work or services. Any thoughts on this?bbizzle 2.7K views 84 comments 14 points Most recent by maravilla May 20, 2022 5:31PMSales & Invoicing Feature Ideas
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I am in the process of hiring an employee and I don't have my employee to see any other features of waveapps. All I want is for the employee to be able to generate invoices for customers and record payments. Is it possible?gill200s 664 views 32 comments 2 points Most recent by tyhoppy May 19, 2022 3:52PMSales & Invoicing Feature Ideas
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How can I create an estimate on the mobile app? As my app only allows me to generate invoicesjashan munilall 6.3K views 71 comments 5 points Most recent by Michaelzep May 10, 2022 11:44PMMobile Feature Ideas
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I have customers that I invoice that I allow to pay with Venmo. Venmo takes $.10 plus 1.9% which is better than most CC processing. The question I have is how do I reconcile the invoice? When I transfer the Venmo payment to my checking account I put it against the invoice, but it still shows that remaining amount as outstanding. How do I get t…PartySizeCycling 105 views 5 comments 0 points Most recent by DoveFeather64 May 7, 2022 5:39PMUsing Wave
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Hello - from time to time my customers want to update their credit card information. Is there any way to send them to a page on Wave to do this rather than having to collect their new credit card info over the phone?11outof11 529 views 4 comments 0 points Most recent by CMWD April 30, 2022 5:29PMSales & Invoicing Technical Support
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I've noticed all descriptions written by Wave Apps outlines the $100 example -- if you invoice $100 we take 1% of your invoice, and will charge you a $1 fee. But what about larger transactions that are 5, 10, 15k in size? Most platforms have a maximum ACH fee of $10, and I want to confirm this before allowing someone to pay my $10k invoice and I l…kendallwatson 294 views 8 comments 0 points Most recent by JayT April 29, 2022 1:26PMAccounting Technical Support
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The discount functionality is great, but only applies to one-off invoices. Please can you add the feature to recurring invoices.Bennie_G 256 views 3 comments 1 point Most recent by thesilentpartner April 13, 2022 6:17PMSales & Invoicing Technical Support
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I run a property management company that pays utilities for various properties owned by third-party LLCs. The property management company creates invoices for the utilities to be paid for by the LLCs at the end of each month. The third-party LLC accounts are set up as liability accounts in order to mimic escrow accounts. Is there any way to collec…wolffj 13 views 0 comments 0 points Started by wolffj April 2, 2022 2:12AM Sales & Invoicing Technical Support
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I set up a $$150.00 invoice. Sales tax here is 7% so it should calculate as 10.50. Wave calculates it as 10.33. This is a problem and a bad bug I can't use the invoice tool in wave for this reason. is this being fixed?flamingoSWFL 16 views 0 comments 0 points Started by flamingoSWFL March 22, 2022 5:55PM Help Center Discussion
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Hi I created default notes/terms under invoice customization, but they do not appear on estimates that are converted into invoices. Is there a way to make that happen?staci19 2 views 0 comments 0 points Started by staci19 March 9, 2022 2:25AM Sales & Invoicing Technical Support
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I am trying to create an invoice with a 25% discount on the product I am selling, but I do not want the discount applied to the shipping costs. I have entered the shipping cost as an item line, so the 25% discount is being applied to it. How do I apply the discount to the 3 product items and not the shipping item?reneelaliberte 31 views 0 comments 0 points Started by reneelaliberte February 26, 2022 10:29PM Sales & Invoicing Technical Support
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When I add an item on to an invoice, is there way to add the date to each item?DrDoc 971 views 56 comments 5 points Most recent by ourbusinessmatters February 22, 2022 8:48PMSales & Invoicing Feature Ideas
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Hi, In the list of my products, I have items that I don't sell any more but since I have old invoices in which I have sold the mentioned items, I cannot delete the products. I'm talking about like 30 items that each time I want to add a new line to my invoice, I have scroll before I can get to the one product I am looking for. Does anyone know if…Mehran 2.5K views 85 comments 12 points Most recent by CZComputer February 16, 2022 4:35PMSales & Invoicing Feature Ideas
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I like to know how you pre-set up a person/business as tax exempt in their profile? Do you have to create a tab in the sales tax tab? Also, if a customer has one outstanding invoice and pays for both in a second one, is there a way you can just compile the payment on the second instead of having to make two separate inputs?Sweden03 1 view 0 comments 0 points Started by Sweden03 February 16, 2022 12:28AM Sales & Invoicing Technical Support
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Hello, I've searched the existing discussions and couldn't find any recent discussion on this subject. How are people handling invoices for large jobs that require customers to pay in 2 or 3 installments (ex: 30%, 30% and final amount when job is done)?syfinocchiaro 33 views 0 comments 0 points Started by syfinocchiaro February 14, 2022 12:49PM Sales & Invoicing Technical Support
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It'd be nice to allow using HTML in invoice fields, such as Footer and Memo/Notes. This would allow for formatting text nicely (like making certain things bold, italic, etc.), or formatting things in a more advanced way, like using DIVs and inline CSS to output the Notes/Memo field in multiple columns, etc.PackWeb 653 views 22 comments 6 points Most recent by MarkAbrams February 12, 2022 3:20PMAccounting Feature Ideas
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Is there a way of customising customer statements as one can do the invoice? Can a footer be added? Is it possible to print the statement from the programe not only send via email? Also when printing an invoice that is only 1 page, why does it print a second blank page ?Katja 377 views 12 comments 0 points Most recent by Steve_Wheeler February 8, 2022 11:11PMSales & Invoicing Feature Ideas
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An [Active] recurring invoice i started on [August 4th 2020] has been sent [On the 15th day of each month] 16 times successfully so far. Now I need to edit the amount going forward (which I've done in the past), but both [Save and Continue] (inside Edit) and [END] are disabled in this recurring invoice but not in other active recurring invoices!…TLBaron 24 views 1 comment 0 points Most recent by TLBaron January 31, 2022 9:23AMSales & Invoicing Technical Support
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A lot of times I prefer getting the share link for an invoice and pasting into messages, emails, etc. However, there's styling within the copied link (rather than plain text of the http link), so what I end up pasting has a larger font and yellow colored background to the text. See example of yellow background text: It's a little pet peeve of …phototracy 91 views 6 comments 1 point Most recent by TKD2 January 24, 2022 8:58PMSales & Invoicing Technical Support
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The button keeps bugging out. The only way to fix it right now is to log out and back in again. FOR EACH NEW INVOICE. This is ridiculous. Please help. The bot was frustrating and unhelpful.Pbackman 11 views 0 comments 0 points Started by Pbackman January 17, 2022 10:57PM Sales & Invoicing Technical Support
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Yesterday, all my customer invoices that have been PAID via cash, check, or other non-Wave payment suddenly showed up as "overdue"/unpaid. Here is a screenshot: . Please advise.Olive72 34 views 0 comments 0 points Started by Olive72 January 8, 2022 5:23PM Sales & Invoicing Technical Support
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I got a message from Wave saying that credit card payments for Wave invoices via Stripe will stop working in 2022. This is nuts - why would they break that feature? Has anyone found a work around or solution? Seems like a suicide pill to me for Wave - being able to easily create invoices and get paid for them was a key feature and lure of Wave.
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I moved over to Wave after a decade with Harvest. I loved what they did but I wanted it all under one roof. For the most part I am happy with the switch. But I miss the ability for a client to actually approve an estimate. This would let me know we are ready to go and it would take the estimate out of the estimate lists and categorize it as "…lterenzi 2.1K views 70 comments 13 points Most recent by lewk December 16, 2021 3:02AMSales & Invoicing Feature Ideas
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I am trying to understand what payment options I can offer my clients by using Wave, since my business is based in Canada and all my clients are foreign. From what I understand, I can invoice them either in my business currency (CAD) or their currency, and offer the following payment options: * Credit card * Bank transfer However, I'd like to o…Mina13 1 view 0 comments 0 points Started by Mina13 December 14, 2021 1:24AM Sales & Invoicing Technical Support
