how make installements payment terms ?

ashbal-aljandaweel-school · ‎January 29, 2026

some customers pays the invoices in istallments based on schedule. how we can make that in invoice terms?

Rusimyhr · ‎January 29, 2026

Hi there, Ashbal.

Currently, QuickBooks Online (QBO) does not support multiple due dates on a single invoice. An invoice is designed to have one specific Due Date field.

To manage installment payments, the most efficient method is to create Recurring Transactions. This allows you to automate the process by sending separate invoices on designated dates. For example, to collect a total of $3,000, you would set up a template to send three monthly invoices of $1,000 each. Here’s how to set this up:

Go to the Gear icon and select Recurring transactions.
Click New and choose Invoice as the Transaction Type, then click OK.
Enter a Template name.
Set the Type to Scheduled.
Set up the schedule:
- Interval: Monthly on the 15th day.
- Start Date: 01/15/2026.
- End: Select After and enter 3 occurrences (this ensures the installments stop after the full $3,000 is billed).
Complete the invoice details and enter $1,000 in the amount field.
Click Save template.

QuickBooks will now take care of the rest, automatically generating and sending the invoices on your behalf for February, March, and April.

For more details on managing these schedules, you can refer to the official guide: Create recurring transactions in QuickBooks Online.

If you have any other questions or concerns, don’t hesitate to reach out.