Entering an Invoice and Paying for It

Daywitt
Daywitt Member
edited January 26 in General Troubleshooting

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

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  • Coach Kristina
    Coach Kristina Moderator admin

    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!

    -Coach Kristina

  • Daywitt
    Daywitt Member

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

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