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January 7, 2024
Question

Can someone help me set up a recurring invoice that allows my client to choose their deposit amount and payment amounts on the total?

  • January 7, 2024
  • 2 replies
  • 3 views
I want to set up a payment plan, how do I do this?

2 replies

Level 5
January 7, 2024

What kind of business do you run? SaaS?

January 7, 2024

I am a custom clothier. I provide custom and bespoke clothing to my clients. This particular situation is to help a client who can't afford to pay the full price for particular clothing but wants to make payments. So I want to set up a payment plan for them to get the services they want. They have agreed to the deposit amount and when they can make payments. 

Level 5
January 7, 2024

Consider having the following proposal management app to integrate with QBO. You may offer up to 3 options your client can choose with flexible billing options.

https://get.practiceignition.com/quickbooks

 

QuickBooks Team
January 7, 2024

Hello there, total. Let me help you set up a recurring invoice for your client.

 

Please know that the amount of the recurring invoice is fixed, and your customer won't be able to change it. However, they can make partial payments. You can also apply any remaining amount from previous invoices to the next one. To do so, you can follow the steps below.

 

  1. Go to + New, then under Customers, choose Invoice. 
  2. Select the customer. 
  3. Add the necessary details. 
  4. On the bottom tab, click the Make recurring.
  5. Add a template name and the required information for this transaction. 
  6. Click Save template. 

 

Moreover, if you wish to allow your client to choose their deposit amount, you can edit the original invoice and template you've made.

 

Also, you can set up a progress invoice to split the payment for that invoice based on your client's deposit amount. However, this wouldn't make the transactions recurring. For guidance, you can check this article: Set up and send progress invoices in QuickBooks Online.

 

Furthermore, you can check this article to learn more about setting up payments for recurring invoices: Set up Autopay for recurring invoices in QuickBooks Online.

 

You can always get back to us if you have other questions regarding setting up recurring invoices. We're always available to help you.