emailing stmts & listing finance charge on invoice

Posted by jo on October 12, 2008, 3:54 pm

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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

Posted by John Pollard on October 12, 2008, 5:53 pm

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jo wrote:

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

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

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

> charge

> terms

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.

> 2) email statements.

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.

--

John Pollard
First initial underscore Last name at mchsi dot com
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Posted by jo on October 13, 2008, 10:13 am

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> jo wrote:

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

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

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

> > charge

> > terms

> I believe you can create an "invoice item" for that purpose and

> include it in each invoice. =A0I think you could also use the

> "Customer Message" field in the invoice form.

> > 2) email statements.

> Print them to a PDF file; attach that to an email. =A0I don't

> recall whether Q2007 has the built in Qucken PDF printer; if

> not, you can pick up one for free on the internet. =A0Google will

> help. =A0I've use "QutePDF" with Quicken.

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup

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<g>.

jo