You can customize an invoice if you're using Windows. Why has quicken not set up invoice customization for Mac? [Removed - Speculation/Rant]
Hello @WindHarbor,
Thank you for taking the time to reach out with your request. I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).
Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.
Thank you!
@WindHarbor As you probably know, the business/invoicing features in Quicken Mac are still pretty new, and new functionality is being added in this area of the program with almost every release. For those of us only familiar with Quicken Mac, can you elaborate about what types of customization you're looking for that exists in Quicken Windows?
I don’t know what features are available in the Windows version, but I would love to be able to specify what text or columns should appear. I’d also like to be able to change the fonts and placement of items.
I have just started to use Quicken Mac invoices, and I have two issues/update requests. As a consultant, I need the option to add a "date" field, so that I can indicate the starting week date for each item I bill. For example:
[Date or Week of] 3/30/26
[Services] General Tech Support
[Description] General description of work completed
The second issue is that the descriptions I enter are generally multi-line - but the box does not expand when creating the invoices (it does when in preview/pdf). This makes it very hard to compose and proof in the invoice interface. I have to compose it in something else and then paste it in. First software I have used where this was an issue.
I also need to be able to include the date of the service/product I'm billing for. Seems like a simple add to the columns option.
Hello All, This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!
There's a similar Idea discussion for Quicken for Windows:
Need date field for each line item in an invoice. - Quicken
It might be a good idea to add one or more optional Custom fields, e.g., Custom1, Custom2, etc. to the Invoice Layout so that the customer may add them as additional data entry columns into their invoice layout. After renaming the column titles, the invoice would look like this:
Item
Date
Services
Description
Qty
Rate
Amount
This should be applied to both Windows and Mac versions.
