Payment plan software for QuickBooks Online. Split an unpaid invoice into installments. The due date moves with each payment, and a missed one starts your reminders again.
QuickBooks has no installment schedule. Paidnice adds one to the invoice and keeps it on track.
✕No installment schedule on an invoice.A schedule of installments on one invoice, weekly to quarterly.
✕Affirm lends to the customer in the US, and charges you a fee.Your own plan with your customer, outside the US too, with an optional fee you set.
✕A recurring sales receipt charges a card, after the customer signs a form.A missed installment makes the invoice overdue, and your usual reminders start.
Paying in partsInvoices and payments
Installment scheduleNot available
Affirm pay over timeUS, $50 to $30,000
Progress invoicesFrom an estimate
Not availableA schedule on one invoiceA reminder before each installmentCustomers building their own plan
Payment planINV-1043 · Northline Ltd
Autopay on
Paid $1,240.00 of $2,480.00 · 2 paid · 2 scheduled
1 of 4Paid
$620.00Oct 15
2 of 4Paid
$620.00Nov 15
3 of 4Scheduled
$620.00Dec 15
4 of 4Scheduled
$620.00Jan 15
Schedule written to the invoice in QuickBooks · total unchanged
How to take installment payments in QuickBooks Online
QuickBooks Online has no payment plans on an invoice. Intuit’s own method is a recurring sales receipt. These are the steps. For more ways, see our guide to payment plans in QuickBooks.
Each plan sits on the QuickBooks invoice itself, so your team and your customer see the same schedule.
Create a payment planINV-1043 · Northline Ltd
Overdue
Amount due$2,480.00
Number of payments
346
Frequency
WeeklyMonthlyQuarterly
Preview
1 of 3Nov 1$826.67
2 of 3Dec 1$826.67
3 of 3Jan 1$826.66
1 of 4Nov 1$620.00
2 of 4Dec 1$620.00
3 of 4Jan 1$620.00
4 of 4Feb 1$620.00
Total $2,480.00 · no plan feeSchedule written toCreate planPlan created
Plans on any open QuickBooks invoice, set up by you or chosen by the customer
Set a plan up yourself and preview every installment before it is created, or let the customer pick one in the portal within the limits you set. Either way the schedule is written to the invoice in QuickBooks.
INV-1051 · Harbor & CoPayment plan
Plan created by the customer in the portalDue date moved from Sep 15 to Oct 1
Installment 1 of 4 paidDue date moves to Nov 1
Installment reminder sent3 days before Nov 1
Installment 2 missedOverdue again, so your normal reminders apply
Installment reminders, and a due date that moves in QuickBooks
Paidnice sends a reminder before each installment, with a calendar invite, and moves the invoice due date in QuickBooks to the next one as each is paid. If one is missed, your usual overdue reminders start.
Pay WellPaid co.$620.00
Installment3 of 4
Next chargeDec 15
Payment methodVisa ending 1881
Enable Autopay
Autopay for each installment, through Stripe
Once the customer saves a card or bank account in the portal, Stripe takes each installment on its date. Paidnice never sees the card details.
Payment plan settingsCommercial group
Enabled
6
Weekly2 weeksMonthly
TodayDue date
1 to 60days overdue
2%
Customers set up their own plan, within your limits
For each customer group, choose the most payments, how often they fall, when the first one is due and which overdue invoices qualify. The customer does the rest in the portal.
INV-1047 · Beacon Group
Consulting · September
$2,480.00
Payment plan fee · 2%
$49.60
Own account
Plan: 4 x $632.40 from Oct 1
$0.00
Schedule
Total $2,529.60 · due date Oct 1
A plan fee, if you want one, in QuickBooks
Set a plan fee as a percentage or a fixed amount, or leave it off. In QuickBooks it goes to its own revenue account, and the invoice total goes up by the fee.
The accounts receivable toolkit for QuickBooks
Every tool you need to get paid on time, running on your live QuickBooks invoices. Connect once and switch on what you need.
Can I set up a payment plan for a QuickBooks invoice?
Not in QuickBooks Online on its own: there is no installment schedule on an invoice. Paidnice splits an unpaid QuickBooks invoice into installments, weekly to quarterly.
What is the difference between a Paidnice plan and Affirm in QuickBooks?
With Affirm, a lender pays you and the customer repays Affirm, in the US only, for a 2.99% fee. A Paidnice plan is between you and your customer, outside the US too, and any plan fee is yours.
What does a payment plan look like on the QuickBooks invoice?
Paidnice writes the schedule onto the invoice as a zero-value line and moves the due date to the next installment. The total only changes if you add a plan fee.
What if a customer misses an installment on a QuickBooks plan?
The invoice goes overdue in QuickBooks from that installment date, and the customer group’s overdue reminders, escalations and fees pick it up.
Can Stripe take each installment automatically?
Yes. Connect Stripe, and the customer can turn on Autopay from the portal. Stripe then takes each installment on its due date.
Which Paidnice plan includes payment plans?
Payment plans are on the Pro plan and above. See pricing.
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