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simon82
Level 1

A client wants to send a invoice to a client that includes a Schedule of Payments so the client can pay the invoice off via instalments. Can this be done in Quickbooks?

Or is there an article that can show us how to do this?
1 Comment 1
IntuitAika
Intuit

A client wants to send a invoice to a client that includes a Schedule of Payments so the client can pay the invoice off via instalments. Can this be done in Quickbooks?

Hi simon82,

 

Thanks for posting in the Community! You can add Schedule of Payments to your customer's invoice by adding it to the Message on invoice text box or if your Schedule of Payments is in a PDF file, you can add it as an attachment. Here's how: 

 

  1. Open an invoice. 
  2. Enter the schedule of payments in Message on invoice text box. 
  3. Or click Attachments.
  4. Select a file then click on Open
  5. Tick Attach to email.
  6. Then select Save and send

 

For your reference, you can also check this article: Add or delete attachments in QuickBooks Online

 

Feel free to post again if you have any other questions, we're here to help. Have a nice day!