How to add payment information to invoices

msoultan

Like the person in the post linked below, I can't seem to find any way to modify my invoice to have payment information included with every invoice. Further I'm really surprised that the invoice editor doesn't at least have the ability to insert a custom message - am I missing something?? This seems like a somewhat essential item for telling your customers how to send payment (i.e. Check, Zelle, Venmo, etc). Here's a post from someone making the same request from a couple years back:

https://community.quicken.com/discussion/7906841/invoice-customizing-for-adding-payment-info

I really hope that some progress has been made on this, especially because it's such an important issue. I saw the reply to the post above, and that doesn't apply here because I'm printing to PDF, and I don't think I should have to edit every single PDF to add something that could easily be added by Quicken.

thanks,

Mike

UKR

I'm afraid, nothing has changed in that respect.
The following options have always been available:

• Use the optional pre-printed back page of your invoices, as described in the link you provided above, if you need to print a large amount of "fine print (legalese)" on each invoice.
• For very short messages, two or three lines, work with the "Message to Customer" field in the New Customer Invoice dialog. This text will print in the blank space at the lower left of your printed invoices. You can add your own messages to the existing set of predefined messages.
• Create and store one or more "Boiler plate" line item definitions with the text you need to add. To each new invoice, after adding all your actual line items, add the boiler plate line item(s).

Here's an example of a printed invoice which includes a brief message to customer and a boiler plate line item

Please let us know which method you'll be using.

msoultan

Honestly, I don't think any of those are reasonable solutions. I'm not printing invoices (and rarely do I ever even receive printed invoices from any businesses these days), so I don't think that's a great option. And in regards to the two other options, they require me to repeatedly add that information to every invoice I generate. I mean, is it really that hard for the Quicken programmers to put a box on the template that allows you to enter a custom message? I'd imagine pretty much every user that's generating invoices would have a use for that message box.