Print Project name on Printed/Emailed Invoices [edited]

Quicken Community
Quicken Community Employee mod
edited November 2019 in Rental Property and Business Tools (Windows)
Need ability to include project name on the invoice as well as PO#
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  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018

    This information is available by default in both Customer Invoices and Vendor Invoices for all Quicken for Windows H&B and/or RPM

    Here's a portion of the data entry form from my Q 2018 HB&R

    image

  • Unknown
    Unknown Member
    edited March 2018
    Thanks for the response.  Yes, it is there in my view when creating an invoice (same as your screen shot), but I cannot find a way to make that appear on the invoice I send to my client, that is what I'm trying to get to.  Client requires for a PO# and a job number, I have to manually put the job name/number as an entry in the description with zero amount.  Thanks.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018

    You're right as far as printing the Project/Job number on the paper invoice is concerned. That is not available at this time.
    I support your idea about having this item added to the Invoice Forms Designer so that it can be printed.

    The Memo field does not print on the paper invoice either and should be added.

    Until the programmers make this change in a future release of Quicken, as a workaround I recommend you continue to use a dummy line item description or use the Message to Customer field.

    The P.O. Number field is available for printing, however.
    Please review the customization of your Invoice form in the Forms Designer and make sure this item is enabled for printing.


  • Unknown
    Unknown Member
    edited March 2018
    David:
    As stated above there is a PO Number field available that shows up on the customer invoice. In addition I changed the bill to field to ship to (made it big enough for a complete address) and the ship to field to tracking number.  You can change it to job number. All this will show up on the customer invoice.
  • Unknown
    Unknown Member
    edited March 2018
    Yeah, I know about the PO number, as previously stated I need both.  Your suggestion is a good workaround--I do not use the Ship To field so renamed it and I can manually enter the project name and number in there.  Would still be nice to have the Project field available to print on the invoice so I don't have to do the manual entry on each invoice.  Thanks
  • Unknown
    Unknown Member
    edited December 2018
    I agree!!! Why have a "Project/Job" list and a place to put it on the invoice (screen shot) but not have the ability to print it on the invoice, without manually entering it?? That's crazy! Quicken, please fix!
  • dianapieces
    dianapieces Member ✭
    Hi, I am wondering if this was ever fixed by Quicken? Does anyone know? I would like to have the project field on my printable invoice, because it is a pull down auto load feature instead of having to manually fill it in each time.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Due to low vote count, AFAIK, nothing has happened yet ...


    Everyone, including the person who initiated this discussion …
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • UKR
    UKR SuperUser ✭✭✭✭✭
    I still think of this suggestion as a good idea.
    Why have data entry fields that cannot be printed?
    Please update the Invoice Forms Designer to make Project/Job number and Memo printable on Customer and Vendor Invoices.
  • psc1125
    psc1125 Member ✭
    Ugh! Yes please! Mine is always the same customer; but always a different project/job! And I don't physically print -- I print a pdf and submit. But this will never print the project for their reference.
  • cpajoanne
    cpajoanne Member ✭✭

    Seems it should be a simple upgrade to add "Project" on customer invoice. Anyone listening?

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