Customize your invoices and estimates

Customize your invoices and estimates in your web browser

Customize your invoices in the Wave mobile app

Customize your invoices and estimates in your web browser

  1. Log in to your Wave account from waveapps.com.
  2. On the left navigation menu, click Settings, then select Invoice Customization, under the Sales heading. 
  3. Choose one of the three available invoice templates.

    You can change the font of your invoices by switching between the three invoice templates, which have different set fonts. It’s not currently possible to select a custom font.

  4. After selecting an invoice template, customize the rest of your invoice features:
    1. Add your Company logo by choosing a JPEG or GIF image from your computer. 
    2. Choose an Invoice accent colour. 
    3. Make sure Display logo is selected if you wish for your logo to be visible on invoices.
  5. Choose default settings for invoicing including:
    1. Default payment terms for when a payment is due. You can choose from upon receipt of the invoice, or 15, 30, 45, 60 or 90 days after receipt.

      You can’t select a custom date to be set by default, but you can select a custom due date on individual invoices themselves.

    2. Default title for invoices.
    3. Default subheading that will be displayed below the title of each invoice.
    4. Default footer that will be displayed at the bottom of each invoice.

      If you need to include payment terms on every invoice, you can add them to your default invoice footer.

    5. Default notes/terms that will appear on each invoice.
    6. Reminder settings lets you toggle automation on and off for reminders sent 3, 7, and 14 days after due date for an invoice.
  6. Choose default settings for your estimates such as:
    1. Default title for new estimates.
    2. Default subheading for new estimates that will be displayed below the title of each estimate.
    3. Default footer for new estimates that will appear at the bottom of each estimate. 
    4. Standard memo that will appear on each estimate.
  7. Edit your invoice column settings:
    1. Customize the column titles of:
      1. Products or services. You can choose Items, Products, or Services, or create your own custom name by selecting Other.
      2. Units. You can select from Quantity, Hours and Other.
      3. Price. Choose from Price, Rate, and Other.
      4. Amount. The options are Amount or Other.
    2. Optionally, select columns on your invoices to hide.

      It’s not currently possible to edit the column titles on estimates.

  8. Click Save all changes. Your invoices and estimates are now customized.

You can edit an individual invoice or estimate if you want to override any of the default settings.

Customize your invoices in the Wave mobile app

The estimates feature is not available on the Wave mobile app. Log into your Wave account at waveapps.com to access it.

  1. Log in to your account on the Wave mobile app.
  2. Tap More on the bottom menu, then select Invoice customization.
  3. Tap Style;
    1. Choose from the three available templates.

      You can change the font of your invoices by switching between the three invoice templates, which have different set fonts. It’s not currently possible to select a custom font.

    2. Tap Logo at the top, then select Upload to upload an image of your logo.
    3. Tap Color to choose a custom color for the template.
  4. Tap Save at the top right.
  5. Tap Defaults to change the default payment terms, invoice title, subheading, and footer notes.
  6. Tap Save.
  7. Tap Columns to customize the column names on your invoices. Tap the required field, then enter your preferred column name. To hide a specific column on your invoices, scroll down, then toggle the button beside it.
  8. Tap Save.

You can edit an individual invoice if you want to override any of the default settings.