Edit Layout of invoice
I am new to Quicken Simplifi. I was wondering if I could tweak the invoice layout a bit?
1. Text Formatting in Notes Field: Adding text formatting to the “Notes” field would really help make the invoice info clearer and easier to keep track of.
2. Separate Project Name/Number Field: It would be great if we could have a field just for project names or numbers, separate from the “client” field, so we can better keep track of all our projects.
3. Enhanced General Layout Flexibility: While older Quicken versions had more flexibility with the general layout of business invoices, I’d love it if Simplifi could bring some of those features back to give us more control over how our invoices look.
If these features are already available and I have not found them yet, can you post steps to help me find them, please?
Comments
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i voted for this, but for better results the three separate ideas should be three different idea posts to ensure each gets appropriate attention individually. Frequently, when there are multiple ideas in an idea post, the batch gets less priority.
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Rob W.
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@WittWMG, thanks for posting your suggestions to the Community!
I went ahead and moved this out of Feature Requests, as you want to outline and request just one enhancement per Idea post in accordance with our guidelines here:
This lets users vote on each individual suggestion, so our product team knows how many users would like to see each change.
We look forward to seeing your individual requests!
-Coach Natalie
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