Customize your invoices and estimates

Your Wave invoices and estimates can be as individual as you and your business are. Follow these tips to learn how to customize both your invoices, and estimates.

  1. Log in to your Wave account from waveapps.com.
  2. Click on Settings in the bottom left corner and 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 to add a splash of colour to your invoices. 
    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.
    5. Create Default notes/terms that will appear on each invoice. You can override this message each time you create an 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. You can choose to override it each time you create an estimate. 
  7. Edit your invoice column settings:
    1. Select the word you want for 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. Your invoices and estimates are now customized!

Have payment terms you need to send to your customer on every invoice? Try adding it to your default invoice footer under Settings > Invoice Customization!