{"id":1822,"date":"2017-02-01T16:51:32","date_gmt":"2017-02-01T16:51:32","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1822"},"modified":"2017-02-01T16:51:32","modified_gmt":"2017-02-01T16:51:32","slug":"how-to-invoice-in-installments-in-onlineinvoices","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2017\/02\/01\/how-to-invoice-in-installments-in-onlineinvoices\/","title":{"rendered":"How to Invoice in Installments in OnlineInvoices"},"content":{"rendered":"<p>If you have clients who like to pay\u00a0in installments or you use installment invoices, you can follow this tutorial to invoice your clients in installments:<\/p>\n<p>There are\u00a0two ways:<\/p>\n<p><strong>First: Create one invoice with the total required to be paid<\/strong><\/p>\n<ol>\n<li><strong>\u00a0<\/strong>From the &#8220;<strong>Invoices &amp; Estimates<\/strong>&#8221; invoice menu, choose\u00a0&#8220;<strong>Create Invoice<\/strong>&#8220;.\n<ul>\n<li>From the &#8220;<strong>Sales<\/strong>&#8221; invoice menu, choose\u00a0&#8220;<strong>Create Invoice<\/strong>&#8221; if you have activated the &#8220;<strong>Inventory Management<\/strong>&#8221; Plugin.<\/li>\n<\/ul>\n<\/li>\n<li>Add your items details with total and save your invoice, <a href=\"http:\/\/www.onlineinvoices.com\/blog\/2013\/08\/05\/create-your-first-invoice-with-online-invoices\/\">learn how to create a new invoice <\/a>.<\/li>\n<li>For each &#8220;<strong>installment<\/strong>&#8221; (payment), open your saved invoice, click &#8220;<strong>Add Payment<\/strong>&#8220;, and enter the details of the payment. Your client can also add the payments manually using his login page.<\/li>\n<li>Set the auto reminder option on the invoice page to remind your client of every installment&#8217;s date, e.g., every week it would email showing the invoice, paid balance, and amount to be paid. <a href=\"http:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/adding-automatic-reminders-to-the-invoice\/\"><strong>Adding automatic reminders to the invoice<\/strong><\/a>.<\/li>\n<li>To get the balance due with different payments done on the invoice, click on the client, then click on &#8220;<strong>Statement<\/strong>&#8221; button.<\/li>\n<\/ol>\n<p><strong><br \/>\nSecond:\u00a0Create an automatic recurring invoices<\/strong><\/p>\n<p>If there is a fixed amount to be paid on a specific date, you can use this option.<\/p>\n<ol>\n<li>From the \u201c<strong>Invoice &amp; Estimates<\/strong>\u201d\u00a0menu, choose \u201c<strong>Recurring Invoices<\/strong>\u201d. If you have activated the &#8220;<a href=\"https:\/\/www.onlineinvoices.com\/Inventory-management-and-CRM-Software\">Inventory management and control software<\/a>&#8221; from the plugin manager area, then the \u201c<strong>Invoice &amp; Estimates<\/strong>\u201d\u00a0menu will be &#8220;<strong>Sales<\/strong>&#8220;.<\/li>\n<li>Click the &#8220;<strong>New Subscription<\/strong>&#8221; button. <a href=\"http:\/\/www.onlineinvoices.com\/blog\/2015\/06\/21\/creating-recurring-invoices-in-the-online-invoices-system\/\">Creating Recurring Invoices in the Online Invoices System<\/a><\/li>\n<li>Add the details of the required recurring payment; in this case, the system will automatically create invoices with From and To fields.<\/li>\n<\/ol>\n<p><a href=\"http:\/\/onlineinvoices.com\/contact\"><strong>Contact us<\/strong><\/a><strong> if you have an issue or more Questions.<\/strong><\/p>\n<p><strong>Use <\/strong><a href=\"http:\/\/www.onlineinvoices.com\/\"><strong>Online Invoicing software<\/strong><\/a><strong> now or try our <\/strong><a href=\"http:\/\/create.onlineinvoices.com\/\"><strong>Free invoices Generator.<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have clients who like to pay\u00a0in installments or you use installment invoices, you can follow this tutorial to invoice your clients in installments: There are\u00a0two ways: First: Create one invoice with the total required to be paid \u00a0From the &#8220;Invoices &amp; Estimates&#8221; invoice menu, choose\u00a0&#8220;Create Invoice&#8220;. From the &#8220;Sales&#8221; invoice menu, choose\u00a0&#8220;Create Invoice&#8221; if you have activated the &#8220;Inventory Management&#8221; Plugin. Add your items details with total and save your invoice, learn how [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Invoice in Installments in OnlineInvoices - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2017\/02\/01\/how-to-invoice-in-installments-in-onlineinvoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Invoice in Installments in OnlineInvoices - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"If you have clients who like to pay\u00a0in installments or you use installment invoices, you can follow this tutorial to invoice your clients in installments: There are\u00a0two ways: First: Create one invoice with the total required to be paid \u00a0From the &#8220;Invoices &amp; Estimates&#8221; invoice menu, choose\u00a0&#8220;Create Invoice&#8220;. 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