Invoicing in Quicken Classic Business & Personal for Mac

debbeh

Hello,

After creating my initial invoice in Quicken Classic Business & Personal for Mac, I observed that the send button is absent. The only available options are “Save to Draft” and “Save.”

I am uncertain about the appropriate action. Could you kindly provide guidance on how to send the invoice?

Thank you,

jacobs

Invoicing in Quicken Mac is a relatively newly-added feature, and the developers are still building and refining functionality. The ability to click a button to email an invoice directly in Quicken has not yet been created. At this time, you'll have to click Print, click on PDF in the print dialog box, and then create your own email message to drop the PDF invoice into.

I think direct emailing of invoices is planned for the future, but we don't know when. It's not a small thing to implement, because it requires Quicken to allow you to configure integration with your outgoing email server, and sending would require adding a place to enter subject line and message text.

Because Business & Personal is targeting user with small businesses, I think the developers feel most users are likely to have a relatively small number of invoices at any time. If you have one or a few rental properties, you likely have only a few invoices per month; if you do some consulting or other service work, you're likely to have only a few invoices at a time. So while I would expect to see emailing functionality in the future, it may not be at the top of the developers' priority list. (Just a guess; I have no direct knowledge of what is coming when!)

debbeh

thank you.