Is there a way to set up an invoice with a payment schedule for my customers? I don't see a way to set up the invoice to collect a deposit and then final payment.

Thanks for taking the time to post your concern here in the Community, @bradandstacie. Let me share some details so you can send invoices to your customers.

Setting up a payment schedule for your invoices is not yet available in QuickBooks Self-Employed. For now, you'll have to create the invoices and send them to your customers individually. Let me show you how.

1. Go to the Invoices menu, then select Create invoice.
2. Enter your client's name, address, and email address.
3. Decide when you want to be paid and set the date in the Due Date field.
4. Choose Add product & service to add items or services you sold. 
5. Enter the necessary details.
6. Select Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.

For detailed steps, refer to this article: Create invoices in QuickBooks Self-Employed. It also contains steps on how to create invoices using a mobile app.

Also, to learn more on how to track sales tax in QBSE, you can read through this article for more information: Learn how sales tax works in QuickBooks Self-Employed.

Just in case you need help categorizing your transactions in the future, you can check out this article for more guidance: Categorize transactions in QuickBooks Self-Employed.

Please post a reply below if you have other concerns with your transactions in QuickBooks Self-Employed. I'll be more than happy to assist you again. Have a great day and take care always.

This has been very frustrating for me. I am using  qb2019 desktop pro. We sell equipment, receive a down payment when it installed and I cannot find anything in the community Q&A to explain how to bill the remaining balance over say a 12 month period with the amount plus interest billed monthly on a statement of invoice. I think this is a very common way to sell goods, yet i cannot find any reference as to how it should be handled in QB. If I invoice the bill, I would think it would add to the balance and if paid the balance would be the same. How can we make this work?

Hi there, @racengr. Allow me to help you record the down-payment and monthly payments.

In QuickBooks Desktop (QBDT), you can set up progress invoices. It allows you to split an estimate into as many invoices as you need. This way, you can invoice customers for partial payments. Beforehand, you'll have to turn this feature on from your settings. 

Here's how:

1. Go to the Edit menu and click on Preferences.
2. Choose Jobs & Estimates from the list of menus and select the Company Preferences tab.
3. Select Yes in the DO YOU CREATE ESTIMATES? section and in the DO YOU DO PROGRESS INVOICING? section.
4. Click on OK to save and close your preferences. 

After that, you can create invoices from your estimates. Start by creating a quote.

1. Go to the Customers menu and select Create Estimates.
2. Choose your customer.
3. Fill out the rest of the estimate.
4. Select Save & New or Save & Close.

Then, create progress invoices from the estimate. You can add the interest on the invoice or create a separate one. For the detailed steps, proceed to Step 3: Set up and send progress invoices.

Once done, you can utilize the Job Progress Invoices vs. Estimates report to keep track of your progress invoices.

1. Go to the Reports Center.
2. Select the Jobs, Time & Mileage from the list.
3. Scroll down to the Job Estimates section.
4. Select Job Progress Invoices vs. Estimates.

I'm always here to help if you have any further questions concerning progress invoicing in QBDT. Have a wonderful day.