How do I create an invoice reminder?

Use an invoice reminder to track invoices you send to customers and payments you owe vendors. When a reminder becomes due, Quicken can alert you or enter the transaction in the register automatically.

When an invoice reminder is entered into your account register, Quicken updates the values in the Cash Flow and Profit/Loss snapshots.

Create an invoice reminder

Set up the reminder, then attach the invoice or payment form to it.

Click the Bills & Income tab.
Select the Income & Transfers sub-tab. If you have combined tabs, select the Bills, Income & Transfers sub-tab instead.
Select Add Reminder, and then select Invoice Reminder.
Enter the vendor or customer name, and then click Next.
In the Type field, select whether the reminder is for an invoice or a payment.
Add or edit the Due Next On date and schedule. See Schedule options below.
Click Add invoice details. The invoice or payment form appears.
Add or edit the Optional Settings for the reminder. See Optional settings below.

Schedule options

Set these options when you choose the Due Next On date and schedule.

Start date is the date of the next occurrence of the reminder.

End date specifies the end date, if any, or the number of occurrences of the reminder.

How often sets the repeat frequency:

Frequency	Explanation
Weekly	The transaction repeats every [n] weeks on a specified day of the week.
Bi-weekly	The transaction repeats every [2] weeks on a specified day of the week.
Monthly	The transaction repeats every [n] months on a specified date (for example, the 4th) or a specified day (for example, the first Thursday).
Twice a month	The transaction repeats twice monthly on two specified dates (for example, the 4th and the 15th), or on one specific day plus the last day of the month.
Quarterly	The transaction repeats four times per year (every three months), based on the specified start date.
Yearly	The transaction repeats once each year on the specified start date.
Twice a year	The transaction repeats twice yearly on two specified dates (for example, December 10th and April 10th).
Only once	The transaction occurs one time, on the specified start date. It does not repeat.
To pay estimated taxes	The transaction repeats on the dates shown when the option is selected.

Optional settings

Each setting below is available while you create or edit a reminder.

Remind me [n] days in advance

Select this option to enter the number of days in advance of the due date that you want to be reminded.

Automatically enter the transaction in the register [n] days before the due date

Select this option to enter the number of days in advance of the due date that you want Quicken to enter the transaction in your register.

Use only business days for reminder

Select this option to count only business days when calculating the reminder due date. Quicken disregards holidays and weekends.

Select this option to enter a web address for the biller or financial institution. The address appears in the Web column of the Manage Bill & Income Reminders list.

Sync to Outlook

Select this option to transfer the reminder to your Microsoft Outlook calendar. To learn more, see Sync your Quicken reminders with Outlook.

Print check with Quicken

Select this option if you plan to print the transaction on a paper check.

Make this a repeating online payment

Select this option to create a repeating online payment instruction for the reminder. A repeating online payment is a series of payments made on a schedule you determine. Quicken sends the instruction to an online bill pay service, such as your financial institution, and the service makes the payments on your behalf without your going online each time a payment is due.

This option is available only for accounts activated for online bill payment. To activate online bill payment, choose Tools menu > Account List, click Edit next to the account you want to activate, click the Online Services tab, and then click Set up now.

For more information, see The Bills & Income tab and Projecting business cash flow.