How can I get a report listing the invoices I've sent to each client for a given year?

robarb
robarb Quicken Mac Subscription Member ✭✭
edited March 13 in Business and Rental Property Tools (Mac)

I'm trying to get a report that shows all the invoices I've sent during a year sorted by client. I would also like to get a summary showing the total amount invoiced for each client during a year (ideally cash or accrual).

It seems like such a basic feature, but I haven't been able to find it.

Using Quicken Business & Personal 8.0.1 / Mac

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you tried using the Print Customer Statements function?
    You can find it by selecting from the Main Menu: Business / Invoices and Estimates / Print Statements.
    That creates a very brief summary of all invoices, payments, refunds, etc. for a selected date range by customer.

  • robarb
    robarb Quicken Mac Subscription Member ✭✭

    Thanks for your response, but I don't think that functionality exists in the Mac version. If anyone can correct me and tell me where to find it, I'd appreciate it.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Oops. Sorry. Once again I missed the difference between Mac and Windows …

    Dunce cap small.png

    😢

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