--- title: "QuickBooks Payment Plans for Invoices | Paidnice" description: "Let customers pay QuickBooks invoices in scheduled installments. Automatic installment reminders, synced with QuickBooks Online. Try Paidnice free." url: https://www.paidnice.com/quickbooks/payment-plans --- ★★★★★160+This app is a game changer!Lesley B. # Add payment plans to QuickBooks invoices 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.** Try it FreeBook a Demo Built for Read all 160+ reviews ## Paying in parts in QuickBooks, and with Paidnice 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. ## 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](https://www.paidnice.com/blog/how-to-set-up-a-payment-plan-in-quickbooks-online). Built-in payment plans in QuickBooksSource: Intuit: Partial and installment payments ↗ 1. Click **+ New** > **Sales receipt** and choose the customer, the product and their card. 2. Click **Make recurring** and set the type to **Scheduled**. 3. Set the interval, the start date and the number of charges, then save. 4. Ask the customer to sign a card authorization form. 5. In the US, you can also turn on **Affirm** under Sales > Invoice payments, so customers can apply to pay over time. **Limits:** no installment schedule on an invoice. A recurring receipt charges a card, and Affirm is US only. Or let Paidnice run it 1. **Connect QuickBooks** 2. **Turn on** plans for a customer group 3. **Customers** build a plan in the portal Try it Free ## Installments that stay in step with QuickBooks Each plan sits on the QuickBooks invoice itself, so your team and your customer see the same schedule. ### 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. ### 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. ### 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. ### 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. ### 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. ### Chase automatically Send Reminders Automate email and SMS with powerful reminders, from your own domain. Automate Statements Schedule automatic statement sends each month. AI Reply Handling Paidnice reads every reply and drafts the next step for your approval. ### Enforce your terms Late Fees & Interest Automatically apply and send late fees and interest. Prompt Payment Discounts Encourage early payment with automated discounts. Escalate, Make & Track Calls Escalate and assign overdue invoices for manual follow up. ### Get paid, and see it coming Customer Payment Portal Self-service hub for your customers' payment and billing needs. Create Payment Plans Flexible payment terms with automatic installment reminders. AR Insights & Reports Measure Days Sales Outstanding and other critical KPIs. [Paidnice for QuickBooks →](https://www.paidnice.com/quickbooks)[Payment plans for every business →](https://www.paidnice.com/create-payment-plans) ## Payment plans in QuickBooks: questions 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. ## A team that has your back Talk to the people who build Paidnice. We help in every time zone and know collections inside out. > “Ashley is incredibly knowledgeable, responsive, and proactive.”**KimB** on the App Store Book a CallChat with us ## Offer payment plans on your QuickBooks invoices Connect QuickBooks and turn on plans for the groups you choose. Nothing changes until you approve it. Try it FreeBook a Demo [Rated 5 stars, 160+ reviews](https://www.paidnice.com/reviews)