Customize Invoices on Mac

WindHarbor
WindHarbor Quicken Mac Subscription Member
edited December 2025 in Rental Properties and Business Tools

You can customize an invoice if you're using Windows. Why has quicken not set up invoice customization for Mac? [Removed - Speculation/Rant]

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  • Quicken Anja
    Quicken Anja Moderator mod
    edited December 2025

    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).

    lripcbixyd75.png

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Thank you!

    -Quicken Anja
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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @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?

    Quicken Mac Subscription • Quicken user since 1993
  • Dzzee
    Dzzee Quicken Mac Subscription Member

    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.

  • KLPickle
    KLPickle Quicken Mac Subscription Member

    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.

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