About report on payer

Villa62
Villa62 Quicken Windows Other Member ✭✭
edited April 2 in Registers & Transactions (Windows)

Hello, I have Quicken Home and Business, version R61.20, and I want to get an payment to me report on a particular client. How is it done?

Also I don't see how to create an invoice? I used to. Why?

Thanks, Claudio.

Answers

  • Villa62
    Villa62 Quicken Windows Other Member ✭✭

    i hope you can help me.

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

    One of the methods available to create a New Customer Invoice: click the gear icon in the Customer Invoices account register and select the "New Customer Invoice" item.
    Consider adding quick one-click icons by customizing the Action Bar (a line of icons next to the gear icon) for invoices, payments, etc.

    To see a quick review of all transactions entered for a selected Payee Name do one of these:

    • run a Spending by Payee Report making sure to select the desired Date Range. To see transaction detail drill down (double-click) the Amount field.
    • create a Statement for this payee: from the register's gear icon click on Print and select Statements from the popup. Select the (One desired) payee name and desired date range.
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