Hello!
I am the new business administrator for a school and we just switched to Quickbooks Online from Quickbooks Pro 2016.
We charge a yearly tuition and offer a payment plan option to our families, so we enter the total amount of tuition and fees and then bill them monthly for an agreed upon installment.
When we would send out statements with the QBPro, we just added in a comment of how much the family owed that month into the footer line of the statement. It was a lot of work and not my favorite way of doing it.
Also, we had everything set up where each family was a customer, and each new year for each child was a job under that customer.
With QBO, I can't add a footer comment on the statement, only the invoice, which doesn't work well with our customer(family)/job(Child/year) set up stated above.
So my question is, is there a way to bill out installments, where it will clearly show the partial payment that is due?