CUSTOMER INVOICE TEMPLATE

I have monthly clients. The pieces of information are the same... and lengthy.

It would be nice the be able to memorize an invoice with all the information in it to repeat it monthly.

It would save me a ton of time.

I asked a client rep if it can be done and he said NO.

Thanks
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Comments

  • MaryRapay
    MaryRapay Member
    This sucks!!!! I'm new and PAID UP and can't find out how to invoice....a SIMPLE INVOICE!!!! Where do I go, what do I do????
  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    @MaryRapay Have you tried the HELP function in your Quicken program?
    OR, you can ask specific questions here.  As is, your complaint is too vague to be diagnosed.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • UKR
    UKR SuperUser ✭✭✭✭✭
    MaryRapay said:
    This sucks!!!! I'm new and PAID UP and can't find out how to invoice....a SIMPLE INVOICE!!!! Where do I go, what do I do????

    Are you new to Quicken for Windows?

    Welcome.
    Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
    https://www.quicken.com/quicken-tips
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-windows

     

    Quicken Help! (Quicken for Windows)

    If you're unsure on how to do something, you can find more information about a specific task, function, feature or report in Quicken Help.
    To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help).
    Or use the Search tab to search using keywords, e.g., "buy security".
    Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.
    A browser-based version is available here: https://help.quicken.com/display/WIN/Quicken+Windows+Help