Overview
Need to bill clients and keep track of payments? Quicken Simplifi helps you stay organized by letting you create invoices, record payments, and monitor outstanding balances—all in one place. In this guide, we’ll walk through how to set up invoices, apply payments, and review your accounts receivable so you can keep your business finances on track.
Before You Begin
In most cases, invoicing is the final step in the billing process after you've provided products or services to a client and tracked any related billable items, expenses, or project work. Before you start creating invoices, it's helpful to make sure all those details are set up.
If you already created your business, branding, clients, projects, and billable charges, you'll have everything in place to create and send invoices confidently.
Create an Invoice
As soon as you have billable items, you can start creating your invoices.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Invoices.
Tap the plus (+) button in the upper right.
Select Create invoice.
Use the Client & Project drop-down, and select the client and project for which you’re creating this invoice.
Note: Quicken Simplifi automatically sets the issue date to today and assigns an invoice number, but you can change either one at any time.
Continue reading the next section to complete the invoice.
Add Items and Save an Invoice
Once you have chosen the business, client, project, issue date, due date, and invoice number, you can now start adding items like products, services, and billable expenses to an invoice.
Tap the blue + Add items button.
Use the search bar to look for the product or service.
Make a checkmark next to the item (s) you’d like to add to the invoice.
Tap the blue Add to invoice button.
Mark taxable items by tapping the Tax % field (only one tax rate applies per invoice).
If you are applying a discount, choose either a percentage (%) or a fixed amount ($).
Tap Save at the bottom.
Note: To include billable expense attachments—like a receipt— in your invoice, turn on the Include all expense attachments toggle.
Saved invoices will be grouped under Drafts.
To remove items from the invoice
To remove items from the invoice
Locate the item you want to delete and tap it.
Tap Remove from invoice at the bottom.
Want to see how your invoice will look to your client?
Want to see how your invoice will look to your client?
You can tap the PDF button at the top to view your final invoice.
Send an Invoice Via Email
After you create and save your invoice, you can email it to multiple people. Just separate each email address with a comma.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Invoices.
Tap the Drafts tab at the top.
Locate the invoice you want to send and tap it.
Select Send via email.
Enter or confirm the details.
Email Address.
Subject.
Email Message.
Tap Send when done.
If you are sending the invoice another way, select Mark as Sent (No Email).
To Resend Invoices
Invoices marked as Sent will be grouped under Paid or Unpaid. To resend them, follow these instructions:
Select the correct group tab (Paid/Unpaid).
Locate the invoice you want to resend and tap it.
Select View invoice.
Tap the blue Send to… button.
Enter or confirm the details.
Tap Send when done.
Next Steps
After creating and sending an invoice, you can continue to manage it throughout its lifecycle. Quicken Business & Personal allows you to edit invoice details, update due dates, duplicate invoices for recurring work, and delete invoices when needed.
To learn more, see Managing Invoices in Quicken Business & Personal Mobile App.
Interested in learning how to apply payments, credits, tips, and more to your invoices? Take a look at our article, How to Apply Payments to Invoices in Quicken Business & Personal, for step-by-step guidance.
Frequently Asked Questions
Why can’t I add a tax rate to an item from the Invoice?
Why can’t I add a tax rate to an item from the Invoice?
In the mobile app, you can add a tax rate to an invoice only if the item is previously categorized as taxable. To confirm if the item is categorized as taxable, follow these instructions:
When creating your invoice, locate and tap on the specific item.
On the Update item screen, turn on the Taxable toggle.
Tap Update item.
How do invoices show up on my reports?
How do invoices show up on my reports?
If you want to see how your invoices impact your business finances, use the Profit & Loss Report (P&L).
Invoice items (products and services sold) count toward your income.
Billable expenses are reported in two places: the expense itself appears under expenses, while any reimbursement for that expense is reported as income.
How are invoice taxes recorded in Quicken?
How are invoice taxes recorded in Quicken?
If you collect sales tax for a product and add that to your invoice, a Sales Tax Payable account will be created under the Liabilities section of your accounts list. Every time you charge sales tax, the Sales Tax Payable account will increase. When you pay your taxes and make the payment to the tax authority, you will want to assign the payment as a transfer to the Sales Tax Payable account
Sales tax will not show on your Profit & Loss (P&L) report. Instead, you will see it in your Balance Sheet report.
Can I create message templates when sending invoices via email?
Can I create message templates when sending invoices via email?
Currently, we don’t offer an option to create templates. However, we have an active discussion in our community about adding this feature, and you can vote there to help prioritize it
If you're looking for steps specific to the web app, please see our article Creating and Sending Invoices in Quicken Business & Personal.
If you have any questions or need help managing your invoices in Quicken Simplifi, please don't hesitate to reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.