Is there a way to set up a dashboard invoice view for estimated future revenue based on draft invoices only?
[Edited - Readability]
Hello @Paul1,
Thank you for reaching out with this question! The invoices tile on the business dashboard doesn't appear to have customization options to display the way you want. For information about how that tile works, please review this help article: https://info.quicken.com/mac/business-dashboard#Invoices:-Tracking-your-client-billing .
You can view draft invoices only by clicking the Invoices tab (to the right of Dashboard), then clicking on Draft.
I hope this helps!
Thanks, that does help, but it would be great to have this as a dashboard option.
Thank you for your reply,
If you would like to request that it be added to the dashboard, I recommend creating an Idea Post. Ideas that get enough votes may be implemented in the future! For information on creating an Idea Post, please review the post linked below:
Thank you!
I will do just that!
Thanks.
