Is there anything in the works to customize invoices?

ALX_Tech
ALX_Tech Quicken Mac Other Member
edited December 10 in Product Releases and Announcements: Mobile

New user for Business and Personal. I love it so far but there a two major red flags I noticed on my first few uses. Not able to set terms on an invoice? Putting terms on an invoice is vital because they establish the payment due date (improving cash flow), define accepted methods, set penalties for late payment, and provide legal documentation for the transaction. They create clear expectations, minimizing disputes.

The second thing I noticed you can't edit the invoice "template" and the one they provide is extremely simple. There are many things that could be added, let alone you want the invoice to represent your company well. Even giving a few different template options would be nice or being able to choose what is on it.

Anything in the works to expand on these things?

[Edited-Readability]

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @ALX_Tech,

    Thank you for sharing your experience.

    After reviewing your account, it appears you are using Quicken Simplifi Business & Personal. We have a separate Community for Simplifi. You can repost your question there, and they will be more than happy to address it.

    If I have missed something here and you are using a version of Quicken Classic Business & Personal as well, let me know!

    Thank you!

    Quicken Alyssa

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