Skip to content
  • Register

    • QBP: Ability to create a default Invoice 'Message' for each Client (edited)

    Amnesiac
    Amnesiac Member ✭
    edited January 17 in Quicken Business & Personal Feature Requests

    Ideally, you could setup invoice templates for each client, and this would include the default "Message" section when sending the invoice so you can personalize it to each client.

    image.png
    Tagged:
    4
    Up Down
    4 votes

    Active · Last Updated

    Comments

    • Charles Collins
      Charles Collins Member ✭✭✭

      Completely agree!!

    • Glenn C
      Glenn C Member
      edited March 31

      One simple feature that is also NOT available is the ability to add re-occuring messages to the bottom of the invoices. Something that would appear each time.

      Is this too much to ask?

    Leave a Comment

    Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.

    Comment As ...

    Welcome!

    It looks like you're new here. Sign in or register to get started.
    Sign In
    Register
    New Idea

    Quick Links

    Categories