Wave Apps (which you might know as Wave Accounting) recently updated its invoicing module as well as its recurring invoicing capabilities.
I don’t think I’ve ever covered the changes to Wave’s invoicing interface. So if you’re not familiar with how it now looks, check out the screenshot below.
Essentially, Wave has tried to declutter and make the invoice creation process as straightforward as possible. While the redesign has hidden a lot of the options, they are still easily accessible with a single click. What this accomplishes is a streamlined workflow where you only see what’s most used and necessary to get to the next step.
For example, you’ll notice that if you add an item, it won’t actually show you the income account. However, it’s there and available for you to view if so desired.
If instead of choosing an existing item you decide to create a new one, you will be able to choose an income account. So, when you need the option to choose an income account, it’s there, but otherwise it’s hidden.
I should point out that while you can’t edit the income account of an existing item without going to a separate page, you can change the description.
Something else you might not have notices is that you are able to change the entire layout by clicking on Edit Columns.
All in all, I enjoy the new invoicing and appreciate that while Wave has made the whole process simpler, they didn’t take away the capability to customize and edit things when the need arises.
Step by step
Once you’re done creating an invoice and have clicked on Save and Continue, you’ll see the steps necessary to send the invoice and collect payment for it.
I find the step-by-step view to be quite reassuring and clean. I also really like how if you scroll down, you’ll see a preview of how the invoice will actually look.
You may have noticed that there’s a More Actions button on the top that lets you do additional things.