Cloud Accounting Small Business

Wave’s Recurring Invoicing and Payments

Written by Greg Lam

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.

Wave Apps

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.

Wave Apps

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.

Income Account

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.

Product

Something else you might not have notices is that you are able to change the entire layout by clicking on Edit Columns.

Edit Columns

Customize this Invoice

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.

Invoice

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.

More Actions


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About the author

Greg Lam

Greg Lam is a passionate small business guy who loves technology and automation. He holds a BBA from Simon Fraser University, Canada. He's a Certified QuickBooks ProAdvisor, Certified Xero Partner, and Kashoo MVP. His business interests are focused on online accounting and how it can be used to streamline and automate a company’s accounting processes. He currently lives in Tokyo, Japan.

Greg operates the Small Biz Doer website, an "Entrepreneur's Guide to Small Biz Bookkeeping." He is the author of Online Accounting Software: Finding the Right Match, published by The Sleeter Group.

Connect with Greg on Twitter, Google Plus, YouTube, LinkedIn, or Facebook.

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