How do I hide or delete an invoice item


To keep the list of invoice items manageable, it is easy to hide invoice items (for example, if you have seasonal stock) or delete invoice items that you no longer carry.

  • Hide an invoice item in the list

    You can hide an item on the Item list without deleting it by making it inactive. For example, you may have an item that you stock for only six months of the year. You can make that item inactive for the six months when you don't stock it and then activate it when you have it in stock again.

1. Click the Business tab, then click the Business actions and choose Invoices and Estimates > View all Invoice Items.

2. Select the item you want to edit, and then click Edit.

3. In the Edit Item dialog, select the Inactive check box to display the invoice item, or click to clear the check box to hide it.

What happens to invoice items I hide?
Active items appear on the Invoice Items list; inactive items still exist but don't appear on the Item list.

4. Click Done

  • Delete an item in the list

1. Click the Business tab, then click the Business actions and choose Invoices and Estimates > View all Invoice Items.

2. On an invoice, select the item you want to delete from the Item list and click Edit.

3. Make sure the item you want to delete is selected and then click Delete.

This deletion is permanent, so when you click Delete, Quicken asks for confirmation. Click Yes to confirm.

The item is deleted from the Item list but not from previous estimates or invoices.

An alternative to deleting an item is to hide it, making it inactive. For example, you may have an item that you stock for only six months of the year. You can make that item inactive for the six months when you don't stock it.

4.Click Done.

 

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