Overview
Creating and sending an invoice is typically the final step in the client billing workflow. However, there may be times when you need to revisit an invoice after it has been created. Whether you're adjusting a due date, correcting invoice details, or similar work, Quicken Business & Personal provides tools to help you manage existing invoices.
This article explains how to manage invoices after they've been created and sent.
Note: If you need assistance creating a new invoice, see Creating and Sending Invoices in Quicken Business & Personal Mobile App.
Editing an Invoice
Whether you need to update dates, adjust items, or fix a client detail, Quicken Simplifi makes it easy to edit your invoice so everything stays accurate.
Note: If you make changes to a previously sent invoice, you might want to resend it.
Tap the Menu (three-line icon).
Select Sales & Billing, and then select Invoices.
Go to the "UNPAID" tab for sent invoices or the "DRAFTS" tab for unsent ones.
Locate the invoice you want to edit and tap it.
Tap View Invoice.
Tap the Edit tab.
Tap Continue.
Make the desired changes to the invoice.
Tap Update at the bottom to save the invoice.
To send the corrected invoice to the client, tap Send Invoice at the bottom.
Set a Custom Due Date for an Invoice
You can set a custom default due date for your invoices to automatically apply your preferred payment terms whenever you create a new invoice. This can save time and help keep billing consistent across your business.
Tap the Menu (three-line icon).
Select Sales & Billing, and then select Invoices.
Tap the plus sign (+) button.
Select Create invoice.
Choose the business, client, and project for which you’re creating this invoice.
Tap on the calendar icon within the Due Date field.
Scroll down and select Set a custom due date.
Note: The new custom due date will be associated with the business and the client you selected when creating it.
Duplicating an Invoice
If you need to create a new invoice with details similar to a previous one, you can duplicate an existing invoice instead of starting from scratch. This can save time and help ensure consistency across your invoices.
Tap the Menu (three-line icon).
Select Sales & Billing, and then select Invoices.
Locate the invoice you want to edit and tap it.
Tap Duplicate invoice.
Make the desired changes to the invoice.
Tap Save at the bottom.
To send the duplicated invoice to the client, tap Send Invoice at the bottom.
Deleting an Invoice
If you no longer need an invoice, you can delete it to remove it from your invoice list and keep your records organized.
Tap the Menu (three-line icon).
Select Sales & Billing, and then select Invoices.
Locate the invoice you want to edit and tap it.
Tap Delete invoice.
Tap Delete to confirm.
Next Steps
After creating, sending, and managing your invoices, you'll need to record payments as your clients pay their balances. Applying payments to invoices helps you track what's been paid, what's still outstanding, and maintain accurate client records.
For step-by-step instructions, see How to Apply Payments to Invoices in Quicken Business & Personal.
If you're looking for steps specific to the web app, please see our article on Managing Existing Invoices in Quicken Business & Personal.
If you have any questions or need help managing your invoices in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.