My client requires terms to be set up of 50,40,10 50 % down at time of order, 40% at time of shipping & 10% at time of project completion. How can I set this up?

Hello again jmpatriot10-gmai,

Thanks for taking a moment to describe what your client is looking for with the terms for transactions to their clients for a project. I can see how this kind of situation would be a bit more complex to configure in QuickBooks Online and want to make sure you have the information you need about the options available in the software.

Depending on exactly how your client is hoping to convey this information to the customer, there are a few things to consider. QuickBooks Online doesn't have a built-in feature for these kinds of terms, but I have a couple of ideas.

If the client is only hoping to let the customer know these expectations, one option they can consider is using the Message on invoice field when sending the full invoice to the customer. That way, the information will be clearly outlined for them on the form. If there are specific date deadlines included with each installment, the client can also include that information in the box.

Another option your client can consider is called Progress Invoicing. This feature allows for multiple invoices to be created from a single estimate, and the way your client could make this work for them is by sending the estimate to the customer and then invoicing for the percentages of the project as needed. Your client could even use the Message displayed on estimate to outline the full parameters of the expected payments so that the customer knows what to expect when receiving the invoices later.

With Progress Invoicing, it's possible to invoice for a percentage of the estimate and should work out just the way your client is looking for. Here's our article that goes over this feature: Set up and send progress invoices in QuickBooks Online

Give those a shot and let me know how it works out for the client. I'm here to help!

@jmpatriot10-gmai 

If the progressive invoicing feature doesn't meet your needs, consider having an additional app with more features for term of payments.