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amydbreslow
Level 1

I require a deposit of 50% down to start a project. How can I set that up in an invoice to accept a partial payment on an invoice? Alternatively, is there an option to setup a payment plan if someone wanted to break up their payments?

 
2 Comments 2
LieraMarie_A
QuickBooks Team

I require a deposit of 50% down to start a project. How can I set that up in an invoice to accept a partial payment on an invoice? Alternatively, is there an option to setup a payment plan if someone wanted to break up their payments?

Hi there, @amydbreslow.

 

QuickBooks Self Employed only offers a simplified invoicing feature. It doesn't have the ability to apply partial payments to an invoice. As a workaround, you may consider invoicing the customer for the partial payment. Then, let the customer know about the details in the Description field. 

 

  1. Select Invoices in the left panel and click New invoice.
  2. Enter invoice details.
  3. Make sure to enter a note in the description regarding this partial invoice.
  4. When you're ready, select Send invoice to email your invoice.
  5. After that, create another invoice for the remaining balance.

 

Furthermore, we have an awesome Progress Invoicing feature available in QuickBooks Online. It lets you split an estimate into as many invoices as you need. Check out this article for more info: Set up and send progress invoices.

 

I'm only a post away if you need any further assistance managing your invoices. Have a great one.

amydbreslow
Level 1

I require a deposit of 50% down to start a project. How can I set that up in an invoice to accept a partial payment on an invoice? Alternatively, is there an option to setup a payment plan if someone wanted to break up their payments?

Thank you! 

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