Business & Personal for Mac - Invoicing Issues and Ideas

ac512

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!

checkyourmirrors

I am going to have to start doing Invoices and how can you Beta Test/Try Out the new and upcoming version?

Jon

@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.

DinShawnee

I need to give a date for each service I provided the client. The current invoices do not include a column for adding the date of the service. I find this to be a particular and important missing feature. Together with the added fact I am unable to edit, remove or add columns to an invoice, the Quicken Classic Business for Mac falls very short of a desirable feature.

jeremycrandell

It appears there is no way to have recurring invoices, ie, automatically create a new invoice for each client on a monthly basis. This would be ideal for a business offering a subscription service or a tenant paying rent. Under Home it is possible to create recurring bills on a regular basis (monthly, quarterly, annually) and set the date.

This would be a necessary feature in order to make regular, monthly invoicing useful vs manually creating new invoices every month.