How to invoice a customer so they pay half up front now and half in 3 months. bill is $5000 and I want them to pay only $2500 now. How do I invoice this?

Hi there,

Invoicing is a crucial part of your sales cycle and it's important you're able to split the $5,000 into two. Don't worry, I'll be happy to show you how to accomplish this so you can continue providing excellent service to your customers. 

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

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

1. Go to Settings ⚙ and select Custom form styles.
2. Select New style and then Invoice to create a new invoice template. Or, select Edit to update one of your existing templates.
3. Give the template a memorable name, like "Progress invoice template."
4. Select 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.

Make this as your default invoice template

Use your new template to send progress invoices. If you send lots of progress invoices, we recommend using this as your new standard template for all invoices.

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.

If you only want to use this template for progress invoices, select Customize directly on the invoice form to change the template.

I encourage to check out this article here for the remaining helpful steps: Set up and send progress invoices in QuickBooks Online. 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.