Customize your invoices

Customize your invoices and estimates in your web browser

Customize your invoices in the Wave mobile app

Customize your invoices in your web browser

• Log in to your Wave account from waveapps.com.
• On the left navigation menu, click Settings, then select Invoice Customization, under the Sales & Payments heading.

Invoices and estimates share the same customization page. Changes made under the General settings section and the Invoice column settings section are applied to both invoices and estimates.

General settings

Accent Color

Select an accent color for your invoice by dragging the circle along the color-strip, and adjust the tone of the color by dragging the circle around the tone box.
If you know the hexadecimal code of the color you would like to use, you can also enter it in the hex box.

As you adjust the accent color, you'll see it change in real-time on the invoice template below.

Template

Choose one of the three available templates by clicking the left or right arrow.

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.

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 wish for your logo to be visible on invoices.

Invoice Settings

Choose default settings for invoicing including:

• 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.
• Default title for invoices.
• Default subheading that will be displayed below the title of each invoice.
• Default footer that will be displayed at the bottom of each invoice.
  If you need to include payment terms on all invoices, add them to your default invoice footer.
• Default notes/terms that will appear on each invoice.

Reminder Settings

You can toggle this on to automatically send customers a reminder on 3, 7, and 14 days after an invoice's due date.

Invoice column settings

Customize the column titles of:

• Products or services.
  You can choose Items, Products, or Services, or enter a custom name by selecting Other.
• Units. You can select from Quantity, Hours and Other.
• Price. Choose from Price, Rate, and Other.
• Amount. The options are Amount or Other.

Optionally, select columns on your invoices to hide.

Click Save all changes once you’re finished adjusting settings. Your invoices are now customized.

Customize your invoices in the Wave mobile app

• Log in to your account on the Wave mobile app.
• Tap More on the bottom menu, then select Invoice customization.
• 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.
• Tap Save at the top right.
• Tap Defaults to change the default payment terms, invoice title, subheading, and footer notes.
• Tap Save.
• 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.
• Tap Save.

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