Sales & Billing Dashboard: Invoices, Estimates, Receipts

Available in Quicken Business & Personal

The Sales & Billing dashboard is your central workspace for managing customer transactions. This is where you create, view, and track estimates, invoices, and sales receipts—the core documents that help you run your business professionally and keep your finances accurate.

What You Can Do Here

From the Sales & Billing dashboard, you can:

Create estimates, invoices, or sales receipts
View customer transactions organized by document type
Track what’s been issued, paid, or still outstanding
Monitor issue dates and amounts
See your sales activity at a glance

Use the tabs—Estimates, Invoices, and Sales Receipts—to switch between document types. You Access the dashboard anytime from the Sales & Billing section in the left navigation.

Which Should I Use?

Choose based on when payment happens:

Got paid right away? → Sales Receipt
Need to collect payment later? → Invoice
Customer wants pricing first? → Estimate

How These Work Together

These documents reflect the natural flow of working with customers—from pricing, to billing, to payment:

Estimate — pricing before work begins
Invoice — payment requested after work is completed
Sales Receipt — payment received at the time of sale

Simple examples:

A photographer sends an estimate, converts it to an invoice after the event, then records payment
A consultant completes work, sends an invoice, and gets paid later
A customer pays at checkout, and a sales receipt records the sale

Why Choosing the Right Document Matters

Using the right transaction document at the right time keeps your records accurate and useful.

For your bookkeeping:

Invoices track who owes you money
Sales receipts record income immediately
Estimates don’t affect your books until converted

For your business clarity:

Clear separation between unpaid and paid work
More accurate income and cash-flow reporting
Fewer corrections later

For your customers:

Professional documentation
Clear expectations around pricing and payment
Better records for their own accounting