Business & Personal for Mac - Invoicing Issues and Ideas

ac512
Quicken Mac Subscription Member
I've had a chance to try out the new invoicing feature for Quicken Classic Business & Personal for Mac, backfilling over two years of invoices for a couple customers. It's a solid start, but there are some rough edges. Notably:
Issues
- The "QTY" column on the printed invoice PDF is truncated if the value is sufficiently large. For example, on a commissions-based invoice where "QTY" represents total sales, a value of 123,456.78 will appear on the PDF as "123,4…". This unfortunately limits the usefulness of the invoice from a customer standpoint
Ideas
- Allow per-customer payment terms (e.g. Net 15, Net 30, Net 45, Net 60, Net 90) to default the invoice "Due Date" based on the "Invoice Date"
- Better support for line breaks in the "Description" of invoice line items. Line breaks can be forced using Option-Return, but only one line is visible in the input field at a time
- Allow re-ordering of invoice line items
- Allow additional filtering of the invoice view by customer, type, and status
- Send an invoice to the customer via email directly within Quicken
We appreciate the continued efforts to bring the Mac version closer to feature parity with the Windows version. Thank you!
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Comments
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I am going to have to start doing Invoices and how can you Beta Test/Try Out the new and upcoming version?
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@checkyourmirrors The Invoicing feature is already released for the Mac, just update your subscription to the Business & Personal tier. If it turns out that the current Invoicing implementation is not meeting your needs you have 30 days to contact Customer Support for a refund.
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