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November 16, 2023
Question

A client wants to send a invoice to a client that includes a Schedule of Payments so the client can pay the invoice off via instalments. Can this be done in Quickbooks?

  • November 16, 2023
  • 1 reply
  • 0 views
Or is there an article that can show us how to do this?

1 reply

November 16, 2023

Hi simon82,

 

Thanks for posting in the Community! You can add Schedule of Payments to your customer's invoice by adding it to the Message on invoice text box or if your Schedule of Payments is in a PDF file, you can add it as an attachment. Here's how: 

 

  1. Open an invoice. 
  2. Enter the schedule of payments in Message on invoice text box. 
  3. Or click Attachments.
  4. Select a file then click on Open
  5. Tick Attach to email.
  6. Then select Save and send

 

For your reference, you can also check this article: Add or delete attachments in QuickBooks Online

 

Feel free to post again if you have any other questions, we're here to help. Have a nice day!