Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

How do I create a client invoice vice customer invoice?

I have clients not customers and when I select create invoice only a customer invoice comes up.

Comments

  • Howard Roark
    Howard Roark Member ✭✭✭✭
    edited August 2016
    There is no such thing as a Quicken "client" invoice.

    Quicken knows of two basic invoice types: customer and vendor. That can't be changed.
    But when an invoice is printed, it only says "Invoice", by default.
    You can change that part of an invoice (it's called the "Title") - if that's what you want to do.

    Business > Invoices and Estimates > Design Invoice Forms.

    I suggest you keep the "Default" invoice layout as is, and create a new invoice layout for Client Invoices (I believe that Vendor invoices always use the "Invoice Default" layout).

    So: click Layout > New and give the new layout a type of "Invoice" and a layout name (Client Invoice, if you like).

    Locate the text "Title" in the green bar on the left side of the layout form, and click on the double-arrows to its right. That should open a small dialog for "Title of Layout". You can change that Title text to read "Client Invoice", for example. "Title" is different than "Name", though they can both have the same value.

    Keep track of the name of your new layout; then make sure that layout is selected when you create a Customer invoice.
  • Howard Roark
    Howard Roark Member ✭✭✭✭
    edited August 2016
    Quicken year, version and release? Operating system?
  • RandyP
    RandyP Member ✭✭✭
    edited November 2019
    I know this is old, but it's not marked "answered" and it's not closed for discussion, so here goes . . .

    Client = Customer = Patron = Buyer
    Tomato = Tomato

    [removed - violation of community guidelines]
This discussion has been closed.