Can I assign a previous Invoice to a Client Project?

Mortimer Duke

Having only just migrated from Simplifi to Personal and Business, I am only just becoming familiar with its processes.

One of the first things I needed to do was to invoice a Client - which I did before discovering the Projects feature. Is there a way for me to assign the previously sent Invoice to a project without re-invoicing the Client altogether?

I'd be grateful for helpful guidance as I come up to speed.

Coach Kristina

Hello @Mortimer Duke,

Thank you for reaching out with this question. No, you are not able to change the client and/or project on an invoice which has already been created. While you are able to edit invoices, the client/project field is greyed out and won't allow you to make changes. For more information on working with invoices, please review this article: https://support.simplifi.quicken.com/en/articles/10186250-creating-and-managing-invoices-in-quicken-business-personal#h_c6f5cdc11c

I hope this helps!