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If you want to include business tags at the invoice item level, then you should leave the Business Tag field in the invoice blank. You should not include one business tag at the invoice level and another business tag at the invoice item level because Quicken will not be able to determine which business the invoice item belongs to. Quicken automatically appends the business tag you specify here to the category for any invoice items you enter in the Item field, using the format category/business tag. You can simply create an invoice whenever you need to bill customers for the products or services they bought from you.Ĭlick the topic below for the item you want more information about. Of course, you don't need to create an estimate to convert to an invoice.
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These are called invoice items in Quicken. You also enter details about the products and services you sell. The invoice appears in the invoice account you select, with the next sequential invoice number.īecause you convert estimates directly to invoices, the two forms look very similar and require you to fill in most of the same information, such as the customer, date, and billing address. When a customer accepts your estimate, you can easily make any necessary modifications to it and then convert it to an invoice. When you print or enter the estimate there is no change in your income, because there is no guarantee that you will complete the transaction. You can create an estimate to list goods you might sell or services you might provide to a prospective customer.