Invoicing

Using Invoices for Your Business

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, Overdue, or Paid from the status buttons above the list of invoices.

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

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