Payment Plan / Installment Plan Billing

Congratulations on being the new business administrator, jnmegee.

With regard to your concern, we're unable to add a footer on the statement. Though, you can still see the balance due on the form. As a workaround, you can add the partial amount due on the statement's body. This way, when you email or send the form, it will show how much they owe for that month. 

Here's how:

1. Go to the customer's profile.
2. Click the New transaction drop-down arrow, then choose Statement.
3. Make sure the Statement, Start, and End dates are correct.
4. Click Save and send.
5. Add the partial amount due in the Body field.
6. Click Send.

You can check the screenshots.

I'm just here if you have further questions on this. Thank you and have a great day! 

Would you be able to address the installment plan billing part of her question, please?

Hello!

Would you address the installment part of her question, please? 

So my question is, is there a way to bill out installments, where it will clearly show the partial payment that is due? 

I see in your example that even though the client only owes $100 for the current month, it shows the entire balance of $300 as being 90+ days past due, and that the client/customer owes $300 at the current time, which isn't clear. They only owe $100, and are not late with payments. 

Hi @GotBrent.

Currently, we're unable to view partial payments made to installments.

As a workaround, you'll want to create a recurring invoice transaction for billing installments. This way, you can run the Invoices and Received Payments report that will show the paid invoices under the total payment received.

From there, you can modify and include the report to show columns for Due date, A/R Paid, and Open Balance by clicking the mini Gear icon.

For more details about adding and editing recurring transactions, you can reference this article: Create recurring transactions in QuickBooks Online.

Additionally, you can pull up a Transaction by Account Detail report to show lists of invoices that are due on a particular day or date range.

Let me know if you have other concerns about showing specific details with sales transactions. I'm always here to help.