Customize your invoices and estimates

Customize your invoices and estimates in your web browser

Customize your invoices and estimates in the Wave mobile app

Customize your invoices and estimates in your web browser

1. Click on your business name at the top right corner.
2. Select Business settings.
3. From the Settings menu on the left, select Invoices and estimates, under the Sales & Payments heading.

 

General settings (Accent color, logo, template and Wave footer)

Invoice settings

Invoice reminder settings

Estimate settings

Invoice column settings

General settings

Add or change your logo

• Add your Company logo by choosing a JPEG, PNG, or GIF image from your computer.
• Wave recommends using a logo under 5MB in size, and a maximum of 300 pixels by 200 pixels.
• Make sure Display logo is selected if you want your logo to be visible on your invoices and estimates.

Once you’ve uploaded your logo, click Save all changes.

Select an accent color

Adjust the color using the sliders or input a hexadecimal code.

Choose your template

Choose one of the three available templates.

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

Turn Wave footer on or off

 

Toggle Powered by Wave to show or hide the footer on invoices, estimates, customer statements, payment receipts, and reminders.

Click Save all changes.

Invoice settings

Choose default settings for all invoices including:

• Payment terms. Choose from upon receipt of the invoice, or 15, 30, 45, 60 or 90 days after receipt. You can’t set a default custom due date but you can select custom due dates on individual invoices.
• Invoice title, subheading, footer and notes/terms

Invoice reminder settings

 

You can check the boxes to automatically send customers a reminder 3, 7, and 14 days before and after an invoice's due date. Learn more in Schedule an invoice payment reminder.

Estimate settings

Choose a default valid until date, title, subheading, footer, and notes/terms for your estimates. Once you’ve set the defaults, click Save all changes.

Invoice column settings

1. Customize your invoice and estimate column titles. For each column title, choose between the available options or click Other to enter a custom name.
2. Optionally, choose which columns to hide on your invoices and estimates.
3. Click Save all changes.

Customize your invoices and estimates in the Wave mobile app

1. On the bottom menu, tap Sales > Invoices.
2. Tap the three dots at the top right of your screen.
3. Tap Invoice and estimate customization.

On this page, you’ll see the options Style, Columns, Invoice defaults, and Estimate defaults. Tap Save to save your changes in each tab.

• To choose a logo, invoice template, and color, tap Style;
  • 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 possible to select a custom font.

  • To upload an image of your logo, tap Logo at the top, then select Upload.
  • To choose a custom color for the template, tap Color.
  • To add or remove the Wave footer from your customer documents, click the toggle next to Powered by Wave.

    This feature is part of Wave’s Pro Plan. Learn more about Wave’s plans or how to subscribe.

• To customize the column names on your invoices and estimates, tap Columns. Tap the required field, then enter your preferred column name. To hide a specific column, scroll down, then toggle the button beside it.
• To change the default payment terms, invoice title, subheading, and footer notes on your invoices, tap Invoice defaults.
• To change the default valid until date, estimate title, subheading, and footer notes on your estimates, tap Estimate defaults.