Invoice items with negative rates and invoice items as percentages (+ or -)

GriffeyDog
GriffeyDog Quicken Windows Subscription Member
edited December 21 in Business and Rental Property Tools (Mac)

I have Quicken Classic For Mac Business and Personal, version 8.4. I need to be able to have invoice items that can have negative rates. I can set them up that way in Products and Services, but the negative value turns positive when I use it on an invoice, particularly when I tab through the rate field. Can the development team look into this? Secondly, it would be greatly helpful if we could have invoice items that are a percentage (either positive or negative) of the preceding line item, like the Windows version has.

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Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @GriffeyDog If might help the developers if you briefly explain your use case for having a negative rate on an invoice. (Also be aware that a lot of Quicken teams shut down for a week around Christmas, so it might take a little while to get a response.)

    MODERATORS: There does seem to be a discrepancy between Quicken allowing a negative rate in Products and Services but not allowing a negative rate on an invoice line item. Which is the intended behavior, and which one is wrong? It would help if you could question the development team about this.

    Quicken Mac Subscription • Quicken user since 1993
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited December 22

    Hello @GriffeyDog,

    Thank you for sharing your experience. I tried to replicate the issue, but was not able to get a negative rate to save in Products and Services. Every time I click out of the field, the minus sign vanishes. How are you able to set up the negative rate in Products and Services?

    @jacobs,

    Per your request, I created a ticket to ask internally if this is intended behavior or not.

    Thank you!

    (CTP-15744)

    Quicken Kristina

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @GriffeyDog It would help us to understand your issue if you'd elaborate on "negative rate".
    What? And, Why?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20528729#Comment_20528729

    I'm guessing that the OP wants to create a Discount line item, similar to this sample for Q Windows:

    cap1 invoice discount line item.PNG cap1 invoice discount sample.PNG

    It might be helpful if someone could provide an example for Q Mac.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @UKR Quicken Mac invoicing has the option to add a discount: either a dollar amount or a percentage of the invoice amount:

    Screenshot 2025-12-22 at 2.05.57 PM.png

    There are some limitations with this approach. There is no ability to apply a different discount to different line items; you'd have to do that by creating separate invoices. Also, there is no control of what category to apply the discount to; it automatically goes into a built-in Returns & Allowances category. So if I wanted to give a customer a 10% discount and simply record the net invoice amount in my selected revenue category, I can't do that; Quicken Mac will record the line item amount invoiced in the appropriate revenue category and the discount in the Returns & Allowances category.

    Drilling down on an Income Statement report does detail which client and invoice each discount comes from; so if it were really necessary to straighten up my P&L, I could do a zero dollar transaction at the end of a month or year to reduce Returns & Allowances and reduce the desired revenue category(ies).

    I think for most of the small business users Quicken Mac is aiming to serve, neither of these limitations are critical flaws.

    Quicken Mac Subscription • Quicken user since 1993

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