Would anyone benefit, as I would, in being able to turn on invoice payment received upon entry ?

We receive payment when the service is delivered. The program is a two step operation in order to credit the customer for payment. On top of this there is not a feature in the payment section that takes you back to a new invoice. Prefer to credit customer with payment while entering invoice without going to a new screen. This would save a lot of time.
2
2 votes

Implemented · Last Updated

Comments

  • Hello @kevinarant,

    Thank you for reaching out to the Community regarding your request.

    Being that this is not currently an existing feature, I went ahead and changed your post to an idea post. Our development team frequently uses our idea posts in order to improve Quicken and implement new features requested by customers. This way other users who have the same or a similar request can vote on your idea.

    Be sure to add your own vote as well.
    -Quicken Anja
  • kevinarant
    kevinarant Member ✭✭
    I run a payment received at time of sale business. I therefore do not send out statements. But I do enter invoices in order to track sales and having the ability to not have to take an extra step to credit payment would save me a lot of time.
  • kevinarant
    kevinarant Member ✭✭
    To have a box on the the same page we enter invoices, to check as paid would be great.
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • UKR
    UKR SuperUser ✭✭✭✭✭
    I believe, this Idea can be marked as implemented, at least for users of the current Q 2021 Subscription version.
    As you enter invoice data on the New Customer Invoice dialog form, a "Receive Payment" button activates.
    When you're done entering invoice data, click this button. The invoice saves and a Payment dialog pops up.
    Please don't ask when that button was introduced ... I missed it myself, not being a daily user of the Business feature of Quicken.

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    FWIW, as a long time user of H&B, that button has been there for as long as I can remember and I started using H&B in 2003.
    Quicken Subscription HBRP - Windows 10