Invoicing

An invoice is a document issued by your business to a client that details the products or services provided, the amount due, applicable taxes, and the payment terms. Invoices serve as an official request for payment and a record of the transaction.

Invoices are essential for managing client payments and tracking services rendered. Quicken makes it easy to create, send, and track invoices, allowing for better financial organization and control over your business's cash flow.

Why use invoices in Quicken?

Quicken's invoicing feature simplifies the process of billing clients and tracking payments. It ensures you:

• Maintain a professional image with clear, detailed invoices.

• Stay organized by tracking invoice statuses such as Draft, Open, Overdue, or Paid.

• Easily manage overdue payments with reminders or follow-up actions.

Accessing invoices

From the Business tab at the top of the main window, select Invoices. From there, you can:

• Create an invoice using New Invoice.

• Filter your invoices by selecting All, Draft, Open (Current), Overdue, or Paid from the status buttons above the list.

• Use the dropdown filters to select a specific business or date range.

• Choose which columns appear in the list using the columns icon in the toolbar.

• Double-click any invoice to view details, edit, or send reminders.

Customize the columns in the Invoices list

You can control which columns appear in the Invoices list. In the toolbar above the list, click the columns icon, to the left of the ... (three-dot menu), to open the column picker. Select the columns you want to show, or clear the ones you want to hide. You can toggle Date, Status, Business, Client, Due Date, Paid Date, Billed, Paid, and Unpaid. Select Reset to Default at the bottom of the list to return to the default columns.

The Actions and INV # columns always appear and can't be hidden.

Invoice status indicators

Invoice status indicators are visual cues displayed directly within the invoice window, providing an immediate reference to an invoice's current status. They help you quickly identify the state of each invoice at a glance.

Statuses include:

• Draft: Invoice created but not yet sent.

• Open: Invoice has been sent and is awaiting payment.

• Credited: Invoice amount credited back to the client, fully or partially.

• Overdue: Invoice payment due date has passed without payment.

• Paid: Invoice has been fully paid by the client.

• Void: Invoice has been canceled and marked as void.

Activity Timeline for invoices

The Activity Timeline provides a detailed chronological record of all actions and events related to a specific invoice, directly within the invoice window. This lets you track invoice history and payment activities. The Activity Timeline appears on the right side of any invoice. You may need to toggle it from Add to Invoice.

Each payment entry in the timeline includes a View link, so you can quickly review the associated payment details in the transaction register.