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jnmegee
Level 1
posted
‎12-07-2018 08:10 PM
last updated ‎December 07, 2018 8:10 PM

Payment Plan / Installment Plan Billing

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? 

 

 

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Kristine Mae
QuickBooks Team
QuickBooks Team
‎12-09-2018 11:26 PM

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! 

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