H&B Invoice Question

I create my invoices with Quicken H&B.

In order to have payments properly allocated to categories (e.g. Income, Supplies, Outside Services) I've been using separate line items on the invoice.

However, sometimes I don't want the payee to see that much detail. For example, how much I've paid a sub-contractor.

Is there a way to preserve the detail needed for payment allocation yet create an invoice with just a total due?

Reply to
The Streets
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You can create a custom invoice form through quicken, but that is limited.

What I do is make the invoice within Quicken be the way I want to see it. I then save the invoice in a seperate file and then open it with WORD to customize it for the way the customer wants to see it.

Reply to
vodil

Yes, I have several customized invoices in Quicken and that seems to work fairly well.

How do you save the invoice in a separate file? Do you use the "Export to ASCII Disk File" option of the Print menu? I don't see any other likely way to do this.

Reply to
The Streets

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