Entering an Invoice and Paying for It

Daywitt

I am really new to this and trying to navigate is hard when I just do not have the direction. Best way to start. The biggest thing I am trying to do is to just enter a bill and pay for it.

Probably simple for most, but not me. HELP

Coach Kristina

Hello @Daywitt,

Thank you for reaching out! To clarify, are you asking about creating an invoice and marking it paid once you receive payment, or are you asking about creating a reminder/recurring transaction? When I check our internal tools, I can see that you are subscribed to Quicken Simplifi, not the business version. If you're trying to create an invoice, that may be why you're unable to find the option.

If you're trying to set up bill reminders and link them to transactions once the bill is paid, then you may find this article helpful: https://support.simplifi.quicken.com/en/articles/3625912-managing-recurring-transactions#h_3b33121ccb

I look forward to your reply!

Daywitt

I realized I purchased the wrong program, trying to navigate that now. Thank you.