Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 
Level 1

How to make quick book monthly due

1 Comment
QuickBooks Team

How to make quick book monthly due

Setting monthly dues in QuickBooks is just smooth and easy, @jjtitle513.

Let me share some information about it. 

QuickBooks Online has a feature that allows you to set a term for the invoice. Under Account and Setting, you can set up a term you prefer for your customers.

Here’s how:


  1. Go to the Gear icon then choose Account and settings.
  2. Select Sales from the left menu.
  3. Click Edit or the pencil icon under Sales form content.
  4. Select the term you want to reflect on the receipt.
  5. Hit to Save.

You can also enter a term manually for the specific customer every time you create transactions. 


You might want to check this article for future reference about setting up and send progress invoices in QuickBooks Online. This feature allows you to send invoices out of the entire amount on an estimate with only the monthly due showing. From the same page you set the terms, look for Progress Invoicing, and turn on.

If you have questions, I’ll be around to help. Wishing you the best!

Need to get in touch?

Contact us