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Automated Invoices

Albert Op.

Many small businesses have repeat customers that order the same items again and again. Quicken desperately needs to create a feature where businesses can create invoice templates for customers (not just the layout of the invoice!!) AUTOMATCALLY populates sections such as Category, Description, Rate (or anything else).

This will save a ton of time for repeat customers and repeat product orders. Even if the customer doesn't order all products, those quantities can be left blank. Will still be faster than having to populate each line repeatedly. It is a CRITICAL change since this saves up to 20 seconds for every invoice created. If you create 500 invoices in a month, this saves THREE hours of work time monthly and 36 hours annually… that's a full week of full time work saved on non-productive data entry. Most competing products already have this feature! It's a no brainer and shocking that it doesn't exist in Quicken.

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Comments

UKR

Do these repeat orders occur regularly enough that you could schedule these invoices on a monthly, quarterly or other supported recurrence, similar to other income or expense reminders?
If so, please take a look at Tools / Manage Bill & Income Reminders. Click "Add" and select "Invoice Reminder" from the popup. Follow the setup for a new Invoice Reminder.

Using a Test Customer see if that is something you can use.

NotACPA

I don't have an "Invoice Reminder" option. Only "Bill", "Income Reminder" and "Transfer Reminder".

Even if I click "Income Reminder", there's no reference to Invoices … and I'm running Business & Personal … but I'm retired and haven't used the business features (other than mileage) for a few years.

UKR

Do you have your A/R (Customer Invoices), A/P (Vendor Invoices) and "*Sales Tax" accounts set up?

Albert Op.

The orders do happen regularly. Can you please provide more detailed instructions with your suggestion of: Tools / Manage Bill & Income Reminders. Click "Add" and select "Invoice Reminder" from the popup, and explain what this should accomplish.

Thx!

UKR

Assuming that you are familiar with the regular method of creating Scheduled Bill & Income Reminders for recurring Income or Bill transactions, I gave you a brief way of getting started with creating a Scheduled Invoice Reminder from the Tools Menu, Manage Bill & Income Reminders.

Here's an alternate description. Using it you will be able to use a different method to achieve the same result:
How do I create an invoice reminder? | Quicken Windows Help | Quicken Help

Once you have created an Invoice Reminder, you will be able to create a New Customer Invoice transaction from it whenever the customer places a new order.