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February 23, 2020
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How do I set up an invoice so a customer can make installment payments?

  • February 23, 2020
  • 1 reply
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Best answer by mazar

Hello,

 

A couple different way's you can do this.

 

1. If you have progress invoicing you can create an estimate and then setup progress invoicing to create an invoice for a dollar amount or % of the estimate and send those to your customer to pay.  It will be a separate invoice for each payment.

 

2. You can create the invoice as normal and when they pay a portion, it will leave the rest of the invoice open.  Then you can email that same invoice to them and it will only show the open balance.  As they keep making payments on that same invoice, the open balance will decrease lower and lower till they make the final payment and it closes out the invoice.

1 reply

mazarAnswer
February 23, 2020

Hello,

 

A couple different way's you can do this.

 

1. If you have progress invoicing you can create an estimate and then setup progress invoicing to create an invoice for a dollar amount or % of the estimate and send those to your customer to pay.  It will be a separate invoice for each payment.

 

2. You can create the invoice as normal and when they pay a portion, it will leave the rest of the invoice open.  Then you can email that same invoice to them and it will only show the open balance.  As they keep making payments on that same invoice, the open balance will decrease lower and lower till they make the final payment and it closes out the invoice.

VvBatesAuthor
February 23, 2020

Thank you. This was helpful. 

MarsStephanieL
February 23, 2020

Good to hear from you again, VvBates.

 

You're most welcome. I also appreciate your taking the time to post this and letting us know that @mazar , got the issue resolved.

 

As always, Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always glad to help you through. Wishing you and your business continued success!