How do I set up an alert for unpaid invoices?

You can create an alert in Quicken to notify you when a customer invoice is overdue. This helps you stay on top of unpaid balances and follow up promptly.

What the alert does

Quicken monitors the due dates on your invoices and notifies you when one hasn’t been fully paid. Alerts appear in:

• The Alerts window on the Business tab

• The Alerts Center under the Tools menu

Set up the alert

1. Go to the Tools menu and choose Alerts Center.

2. Click the Setup tab at the top of the window.

3. In the left panel, expand General and locate Past due invoices.

4. Check the box next to Past due invoices to enable the alert.

5. If applicable, enter any values or preferences in the right-hand pane.

6. Click OK to save your settings.

If you want to turn off the alert later, just uncheck the box and click OK again.

Canadian software note

In Quicken's Canadian version, we use the Canadian spelling "centre."

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