![]() Once the customer opens the plan, you will receive an email notification and the status of the plan will change to 'Open'. This will email the plan to the customer. Click the 'send plan request to customer' button. On the following page, notice that the QuickBooks invoice # is in the summary of the plan. Once you set up the terms, click the 'Create Payment Schedule' button at the bottom of the page. If you manually specify the first payment date and the customer does not open the plan before that date, the plan will automatically be canceled). (Warning: The first payment date is the payment made after the downpayment. You will be lead to the Create Payment Schedule page where you can set the down payment, schedule (frequency and term) and first payment date. Select the invoice(s) and click 'Create Payment Plan'. You will see all of your QuickBooks invoices that do not have a payment plan. On the the side menu, go to QuickBooks > Open Invoices Without Payment Plans. There are 2 ways to send plans to your QuickBooks customers: How do I send plans with my QuickBooks integration? This will not affect invoices that already have plans. You will need to disconnect and reconnect QuickBooks in your Partial.ly account under Settings > Integration. I currently have a QuickBooks integration and new plans are getting errors when trying to open. If you already have a Partial.ly account, you can connect QuickBooks under Settings > Integrations. If you are registering for the first time, you will be asked to ' Connect Other Software' during sign up at. How do I connect QuickBooks to Partial.ly? Our QuickBooks integration is only available to merchants in the United States and Canada. Partial.ly does not work with QuickBooks desktop. Partial.ly only works with QuickBooks Online. You can read more about our QuickBooks integration here: QuickBooks Integration. Does Partial.ly have an integration with QuickBooks? ![]()
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