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How to Use Quicken 2010 to Invoice Customers

Quicken needs you to set up a Customer Invoices account to track the invoices you create. After you have this account ready to go, you can invoice customers to your heart's content.

1

In Quicken, click the Business tab, click the Business Actions button, and choose Invoices and Estimates→Customer Invoices.

Quicken checks to see whether you’ve already set up an account to track amounts your customers owe you. If you haven’t, Quicken asks whether it can set up such an account.

2

Click Yes.

Quicken asks whether it’s okay to use a name such as Customer Invoices.

3

Click Yes again.

Quicken then sets up the account for you. When Quicken sets up the Customer Invoices account, it also sets up a sales tax payable account to track any sales taxes you collect from customers.

4

In the Business tab, click the Business Actions button and choose Invoices and Estimates→Create Invoice.

Quicken displays the Invoice window.

5

If you’re invoicing a customer for the first time, type his or her name into the Customer text box in the upper-left corner of the Invoice window.

Quicken will copy the company name to the Bill To text box.

6

Complete the address by adding the street information, city, state, and ZIP code.

If you’re invoicing a customer for the second or subsequent time, select the customer from the Customer drop-down list.

7

(Optional) Enter the appropriate tag in the Business Tag text box.

Add a tag if you’re using Quicken to track more than one business and you’ve (very rightly) created a tag for each business.

8

In the Date, Invoice #, Due Date, and P.O. Number text boxes, enter the appropriate information.

Use the Date text box to indicate the invoicing date (typically the invoice date is the actual date you create the invoice). The due date specifies when you expect payment. Use the Invoice # text box to give the invoice a unique number. Finally, if you’re billing on purchase order numbers, provide the customer his or her purchase order number.

9

Click the Item field for the line you want to add, and then select an item from the list that appears.

Quicken adds the category and description information you provided for the item — but you can edit these, if you want.

10

Enter how many of an item you're billing for in the Qty field.

Also, verify the rate (which is the price per item) is correct.

11

If you need more room, click the Add Lines button to add lines to the invoice.

You can initially fit ten items onto an invoice.

12

If items on the invoice are subject to sales tax, enter the sales tax rate in the Tax text box.

Quicken then calculates the sales tax for you by multiplying the sales tax percentage against each of the taxable items on the invoice.

13

If you want to add a message to the invoice, enter the message in the Customer Message text box.

You can use this text box to communicate anything you want to your customer.

14

If you want to record a bit of extra information about the invoice, enter that into the Memo text box.

This information doesn't appear on the printed invoice.

15

Save the invoice and close the Invoice window by clicking Save and Done.

Or you can save the invoice and redisplay an empty Invoice window so that you can create another invoice by clicking Save and New.

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