Invoice personalization

sidewalkboots

• I have different emails for different clients/projects. I don't want to use whole different businesses for each of the emails. Please allow setting an email/address for a client or project

• The notes field doesn't currently respect line breaks. Please fix this, and/or allow custom text for fields. I might need to put several custom items in the note field like Account Number, Project Name, SSN/TIN, etc.

sidewalkboots

It would also be nice if the custom fields or notes could be automatically, added from standard text for the client/project, or at least copied over from the previous invoice.

Coach Natalie

@sidewalkboots, thanks for sharing your suggestions with the Community!

The best way to go about requesting enhancements to Quicken Simplifi/QBP would be to create an Idea post outlining each individual request so other users can vote on it and our product team can review it.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Here are a few existing requests that you may also be interested in:

https://community.simplifimoney.com/discussion/11020/qbp-recurring-invoices

https://community.simplifimoney.com/discussion/11271/qbp-ability-to-create-a-default-invoice-message-for-each-client-edited

https://community.simplifimoney.com/discussion/11415/qbp-ability-to-duplicate-an-invoice-or-save-a-template-edited

https://community.simplifimoney.com/discussion/12908/qbp-separate-lines-in-the-notes-field-should-appear-on-the-invoice-as-separate-lines-edited

I hope this helps get you pointed in the right direction!