Creating Invoices

Creating invoices helps you track what you billed, what you collected, and what’s still outstanding. In Quicken Classic for Mac, you create an invoice by selecting a client, adding line items, setting dates and terms, and then saving or sending the invoice.

Quick overview

Use this section as a checklist when you already know the process.

1. Click Invoices.

2. Click New Invoice.

3. Select a client in Client.

4. Enter invoice details (including Terms and Due Date).

5. Add items with Add Item.

6. Review Subtotal, Discount, Tax, and Total.

7. Click Save as Draft, Save, or Save and Send....

Create a new invoice

Start here when you’re building a new invoice from scratch.

1. In the top bar, click Invoices.

2. Click New Invoice.

3. In Invoice #, enter a unique value. If your invoice number format ends with a number, Quicken Classic for Mac increments it for the next invoice.

4. Use the status chip (for example, Draft) near the top of the invoice to confirm the invoice’s current status (Draft, Open, Overdue, Paid, or Voided).

5. Select a client from Client. If you don’t have the client yet, create a new client from that list.

Set invoice dates and terms

Dates and terms control when payment is due and how the invoice appears to your client.

1. Confirm the Invoice Date.

2. Choose a value in Terms:

   • Net 15: Payment is due 15 days after the invoice date.

   • Net 30: Payment is due 30 days after the invoice date.

   • Net 60: Payment is due 60 days after the invoice date.

   • Due Upon Receipt: Payment is due on the invoice date.

3. Review Due Date. Quicken Classic for Mac calculates it based on the Invoice Date and Terms. If you need a different due date, enter it in Due Date.

Add line items

Line items describe what you’re billing for and drive the invoice totals.

1. Click Add Item.

2. Enter details for the line item (for example, PRODUCT / SERVICE, DESCRIPTION, QTY, RATE, and AMOUNT).

3. Assign a category when prompted. If you type a category that doesn’t exist, Quicken Classic for Mac prompts you to create it. Confirm or cancel that prompt before you continue.

4. Repeat these steps to add additional services, products, or billable expenses.

Apply discounts, tax, and review totals

Use the totals area to adjust the amount due and confirm the final charges.

1. In Discount, choose whether the discount is a dollar amount or percentage, and then enter the value.

2. To apply tax, mark taxable line items in the TAX column as needed, and then choose the tax setting in Tax.

3. Review the calculated totals, including Subtotal and Total.

Save, send, and manage invoices

Saving and sending controls what your client sees and how the invoice appears in your invoice list.

• Click Save as Draft to save without sending.

• Click Save to save the invoice.

• Click Save and Send... to email the invoice to your client.

To manage an existing invoice, use Invoice Actions (or Control-click an invoice in the list) to access options such as:

• Void Invoice, which sets the total to $0 and marks the invoice as voided. The original amount appears as a voided total, and the invoice is excluded from reports. To undo a void, immediately use Edit > Undo.

• Create Credit from Invoice, which lets you issue a refund or store credit for a fully paid invoice.

Track invoice activity

The activity view helps you confirm what happened to an invoice and when.

When you open an invoice, click the drawer icon on the right side to open the Activity Timeline. This log shows invoice creation, status changes, and payments received. For any payment entry, click View to open the payment transaction in the register.

Accept payments with Stripe

Stripe lets you accept online payments (such as credit cards or bank transfers) from invoices.

On the invoice, review the Enable Stripe payments section and click Learn More to get started. For full setup and payment details, see: Accepting payments with Stripe.

Link billable expenses

Linking prevents you from accidentally deleting a transaction that’s already billed to a client.

If you add a billable expense to an invoice, Quicken Classic for Mac links the two. If you later try to delete the original transaction, you’ll see a warning that it’s linked. Click View Invoice in that warning screen to open the related invoice.