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kkeen4146
September 22, 2022
Question

How can I bill for partial payment of an entire invoice?

  • September 22, 2022
  • 1 reply
  • 0 views

I create invoices for my customers and request 65% down payment for every job that I do for them. Is there a way for me to add that to my invoice like "Total Due on Receipt" that is separate from "Total" it is confusing for my customers to see Total Due at the bottom that is different than the amount I am requesting payment for as a down payment. Basically I'm asking if there is a way I can add another line on my invoices that says "Balance Due Today"? 

Thanks!

1 reply

J
JamesM4
September 22, 2022

Hi kkeen4146,

 

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 see you benefiting more by taking advantage of the Progress Invoicing feature. Progress invoicing enables you split an estimate into as many invoices as you need. This helps you manage partial payments with ease. 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.

 

Here's how to turn on Progress invoicing on your account:

 

  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. I also 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. 

K
kkeen4146Author
September 23, 2022

I'm asking about Quickbooks Desktop.

T
Trish_T
September 23, 2022

Hi kkeen4146,

 

QuickBooks Desktop provides the features you need to add additional information to your forms.  I'd be glad to assist!

 

Here's how to customize your form templates;

 

1. Go to Lists and then Templates

2. Select the form you'd like to customize

3. Open the Formatting tab and select Manage templates

4. Select Copy to create a new template or OK to edit the current one

5. Click on Additional customization to add or remove items from the header, columns or footer

6. Hit OK when done

7. Select Print Preview to review the form

8. Hit Close

 

If you'd like additional assistance, please don't hesitate to contact us.  Your success is our number one priority and we'd love to help!

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