emailing stmts & listing finance charge on invoice

Oct 12, 2008 2 Replies

I want to do two things which I can't find in Q H&B 2007.


1) Add a text line on my invoice which simply lists my finance charge terms


2) email statements.



I can email invoices... how hard can it be to generalize that feature to statements?? Are either of these features available in more recent versions? If not, any workaround?



jo


Based on Q2009 RPM (and what I remember about Q2004 H&B).

I believe you can create an "invoice item" for that purpose and include it in each invoice. I think you could also use the "Customer Message" field in the invoice form.

Print them to a PDF file; attach that to an email. I don't recall whether Q2007 has the built in Qucken PDF printer; if not, you can pick up one for free on the internet. Google will help. I've use "QutePDF" with Quicken.

Thanks, John,

I had thought about all those solutions except the line item idea, which I kinda don't like--- can't tell you exactly why. I feel the forms design part of Q H&B is pretty weak. I just want to type in a little text at the top of the line item block. You can't work with anything except the "items" they give you and a finance charge box is not one of them.

I guess I'll have to put it in the customer message, although I'd really like to reserve that for something more positive. I wonder if I could figure out exactly where on the Quicken page I'd like it to fall, type the phrase on a some word processor or Notepad at the precise horizontal and vertical position and then run the invoice page thru the printer again. This will undoubtedly take me forever to figure out, and eliminates being able to email the invoice, unless I rescan the composite page and scan the results of the scan. Sure am making myself a lot of work for something that rarely occurs.

jo

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