How do I set up a payment schedule for a client

@everet-bluth  To clarify, is this for your client, or for your vendor?

If it's the former, that's really more on their end in most situations.

To set up a scheduled payment, have your customers choose to pay once they view the invoice or set any date to pay up until the due date, Everet.

In QuickBooks Online, this feature is available for your clients as long as you accept online payments for your invoices.

That said, they can have this ability when selecting the Review and Pay option on the invoices sent. To do these:

1. Let them open the invoice and click Set a date.
2. Sign in to their Intuit account.
3. Then, enter the desired date (before the due date).
4. Once done, choose Schedule payment.

Then, you can check the Schedule Pay status on your invoice through this article: Set up schedule pay in QuickBooks Online.

Additionally, you'll want to seek additional guidance from our QuickBooks Live Expert Assisted team to help you manage customer invoices and provide assistance in keeping track of your overall transactions.

Moreover, I'm adding this reference to help you personalize your sales forms, such as invoices, sales receipts, and estimates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

For any additional guidance in keeping track of customer sales transactions, you're always welcome to reply to this thread. I'm here to help.

@everet-bluth 

Do you need to pay a bill to your vendor or else?

This is for a client.  They want to pay of the invoice in four equal payments.

I thought about using the Progress Payment feature based on an estimate but I've never used it.  The proposed payment schedule carries over into 2026 but I want the full value included in 2025 revenue.  I don't know if when I convert the estimate to a progress payment invoice the full amount of the invoice is recognized in this year's revenue.

Another option is to invoice the client for the full amount, but have them set up a payment schedule through the Pay Now button.  Is that possible?