Can we create an invoice using one of our templates, but include a payment schedule for multiple monthly payments? Or do we have to make multiple invoices? Thanks

Hi justin66,

Glad to learn you're using QuickBooks to streamline your work. I'll be happy to share more information so you can invoice with ease and enjoy the powerful features offered in QuickBooks. 

Based on the info you've provided, I suggest taking advantage of our Progress Invoicing feature. Progress invoicing enables you split an estimate into as many invoices as you need. Progress Invoicing works well with what you're trying to accomplish as you can invoice half of the payment at the beginning of the work and the other half can be invoiced when the project is complete.

This keeps project payments organized and connected from start to finish. Here's how to turn on Progress invoicing on your account:

Step 1: Turn on progress invoicing

If you haven’t already, turn on progress invoicing.

1. Go to Settings ⚙ and select Account and Settings.
2. Select the Sales tab.
3. In the Progress Invoicing section, select Edit ✎.
4. Select the Create multiple partial invoices from a single estimate checkbox.
5. Select Save and Done.

Now you can create multiple invoices from your estimates.

Step 2: Create a progress invoice template

You can use the premade Airy style to create a new invoice template. You should use this template any time you create a progress invoice.

1. Navigate to Settings ⚙ and select Custom form styles.
2. Click on New style and then Invoice to create a new invoice template. Or, select Edit to update one of your existing templates.
3. Enter an easy-to-remember name for your template, like "Progress invoice template."
4. Click on Change up the template or Dive in with a template in the Design tab.
5. Select the Airy new template. This is the only template you can use for progress invoices.
6. Select Edit print settings or When in doubt, print it out.
7. Uncheck the Fit printed form with pay stub in window envelope or Fit to window envelope checkbox.
8. Select the Content tab. Then select Edit ✎ on the second section of the form.
9. Select the Show more activity options link. Then select the Show progress on line items (email only) checkbox if you want to show item details on progress invoice.
10. Select Done.

You can use a new template or an existing one to send progress invoices. Here's how to make your favourite template a default template: 

1. Go back to Custom Form Styles.
2. In the Action column, select the drop-down menu ▼ next to the template. Then select Make default.

I encourage you to check out this helpful article for more info on how: Set up and send progress invoices in QuickBooks Online. Give this a try and let me know how you make out. 

In case you have other questions or if you get stuck, don't hesitate to reach back to me. I'm here to help you achieve your goals and excel with your business. 

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