Sales & Billing Dashboard: Invoices, Estimates, Receipts
Available in Quicken Business & Personal
The Sales & Billing dashboard is your central workspace for managing customer transactions. This is where you create, view, and track estimates, invoices, and sales receipts—the core documents that help you run your business professionally and keep your finances accurate.
What You Can Do Here
From the Sales & Billing dashboard, you can:
Create estimates, invoices, or sales receipts
View customer transactions organized by document type
Track what’s been issued, paid, or still outstanding
Monitor issue dates and amounts
See your sales activity at a glance
Use the tabs—Estimates, Invoices, and Sales Receipts—to switch between document types. You Access the dashboard anytime from the Sales & Billing section in the left navigation.
Which Should I Use?
Choose based on when payment happens:
Got paid right away? → Sales Receipt
Need to collect payment later? → Invoice
Customer wants pricing first? → Estimate
How These Work Together
These documents reflect the natural flow of working with customers—from pricing, to billing, to payment:
Estimate — pricing before work begins
Invoice — payment requested after work is completed
Sales Receipt — payment received at the time of sale
Simple examples:
A photographer sends an estimate, converts it to an invoice after the event, then records payment
A consultant completes work, sends an invoice, and gets paid later
A customer pays at checkout, and a sales receipt records the sale
Why Choosing the Right Document Matters
Using the right transaction document at the right time keeps your records accurate and useful.
For your bookkeeping:
Invoices track who owes you money
Sales receipts record income immediately
Estimates don’t affect your books until converted
For your business clarity:
Clear separation between unpaid and paid work
More accurate income and cash-flow reporting
Fewer corrections later
For your customers:
Professional documentation
Clear expectations around pricing and payment
Better records for their own accounting