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March 7, 2024
Question

Can I create an invoice for a client to pay an initial deposit and then the invoice auto debits their card for set amount in intervals until paid in full?

  • March 7, 2024
  • 1 reply
  • 0 views
The total invoice is 6k, client wants to pay 1k deposit and then make 4 payments of 1250 each monthly towards the balance. How can I set this up so client sees every payment made deducted from total amount owed too?

1 reply

March 7, 2024

I can see the benefits of using QuickBooks Online's Autopay feature to pay invoices according to your payment terms, @lidowatchclub. I'm here to provide insights on how this feature works.
 

I understand the importance of efficiently managing your transactions. However, please note that autopay can only be set up for the full amount of the invoice. If the customer changes the amount, the Autopay option will no longer be available. Therefore, setting up partial autopay payment on the invoice isn't possible.

 

Nevertheless, you can still share your feedback and suggestions with our product engineers by following these steps:

 

  1. Click the Gear Icon.
  2. Under Profile, click on Feedback.
  3. Enter your Suggestions.
  4. Then click Submit.

 

Your insights are invaluable in helping us improve our software as we work to enhance our product and give you and our other clients an even better user experience.

 

For more insights, you may read this article: Set up Autopay for recurring invoices in QuickBooks Online. It also includes the steps on how to check the autopay status of your customer.

 

I'm also sharing this link to learn how to send reminders to customers: Send invoice reminders automatically or manually in QuickBooks Online.

 

Feel free to inform me of any other issues regarding customer transactions. I am available to assist you whenever you need me. Have a great day.

March 7, 2024

How can I set up the invoice for the client to pay the 6k in 5 equal installments then over 5 months?