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?
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.
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.
Have something to add? Share your thoughts — no account required.
Ask the community — no account required