Creating Invoices

Creating invoices is a key part of managing your business’s transactions with clients. Quicken allows you to generate invoices by entering client details, specifying the services or products provided, and calculating totals. This process ensures accurate invoicing, making it easy to track payments and maintain financial records.

Quick overview

Here are the essential steps to create a new invoice:

1. Go to the Business tab → Invoices tab and select Create Invoice.

2. Choose an existing client or create a new one.

3. Add services, products, or expenses as line items.

4. Apply tax rates as needed and review totals.

5. Save or send the invoice.

Use the detailed instructions below for more comprehensive guidance.

Creating a new invoice

1. Go to the Business tab → Invoices tab and select Create Invoice.

2. In the Client field:

   • Select an existing client, or

   • Select Create New Client and enter their information, including:

     • Name

     • Address

     • Email

     • Phone Number

     • Any relevant notes.

   • Save the client’s details to proceed.

3. In the Invoice Details section, fill in the following:

   • Invoice Number: Automatically generated but can be edited.

   • Invoice Date and Due Date: Set the date of issue and the payment due date.

   • Products/Services:

     • Select the product or service you are invoicing for (e.g., Web Development).

     • Provide a brief description of the service or product.

     • Enter the quantity/hours and rate. The total will be automatically calculated.

   • Billable Expenses
     Add any expenses incurred for the client using the Billable Expenses option you can see by accessing the Add to Invoice section of the invoice. Note: The expense must already have been recorded in your register with an expense category.
     
     

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4. To apply taxes:

   • Select a tax rate from the dropdown, or

   • Select Add New Tax Rate to enter the name, percentage, and agency for the tax, then save it.

5. Optionally, add a message in the Note to Client field.

6. Review the invoice to ensure all necessary details are included.

7. Choose one of the following options:

   • Save: Store the invoice as an active invoice.

   • Save Draft: Save the invoice as a draft and continue working on it later.