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    • Multiple Date Invoice

    Quicken Windows Other Member ✭✭
    in Business and Rental Property Tools (Windows)
    I am new to Quicken HB&RP but I am a former QuickBooks user. I have been all over the invoice options and cannot find a way to have multiple service dates on a single invoice, like weekly tutoring on a monthly invoice. Did I lose the ability to do this when I switched versions?
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    Best Answer

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      Answer ✓
      You can create a customer invoice and then, every week, you add a new line item to it.
      When you add the new line item edit the description to include the date of service at the beginning or the end of the description text, e.g., "12/5/20 Piano lesson".
      The invoice is not considered complete until you print or email it.
      Do create an invoice line item for regularly used items.
      And, no, sorry, but you cannot customize the invoice layout to add a custom Service Date (or any other custom) column. WYSIWYG.

    Answers

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      Answer ✓
      You can create a customer invoice and then, every week, you add a new line item to it.
      When you add the new line item edit the description to include the date of service at the beginning or the end of the description text, e.g., "12/5/20 Piano lesson".
      The invoice is not considered complete until you print or email it.
      Do create an invoice line item for regularly used items.
      And, no, sorry, but you cannot customize the invoice layout to add a custom Service Date (or any other custom) column. WYSIWYG.
    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      @JewelsNLayce completely unrelated question.  Do the initials JBS mean anything to you?

      Q user since February, 1990. DOS Version 4
      Now running Quicken Windows Subscription, Business & Personal
      Retired "Certified Information Systems Auditor" & Bank Audit VP

    • Quicken Windows Other Member ✭✭
      @NotACPA, JBS does not ring a bell for me...
    • Quicken Windows Other Member ✭✭
      @NotACPA it does not ring a bell for me.
    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      @JewelsNLayce, JBS was my HS in STL ... where I knew a "Jewels  N" ... so I was just checking.

      Q user since February, 1990. DOS Version 4
      Now running Quicken Windows Subscription, Business & Personal
      Retired "Certified Information Systems Auditor" & Bank Audit VP

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