Manage Customers and Income

Hello, Reach1.

There are two ways to do this in QuickBooks Desktop. I'm happy to show you how to do them in QuickBooks Desktop. 

The first method is to simply create an invoice detailing the due payments. Before anything else, you'll want to create a service for the tuition (which we'll add on to the invoice): 

1. Go to Lists, then select Item List.
2. Click the Item button, then choose New. 
3. Ensure you've selected Service for the TYPE.
4. Enter the details of the service.
5. Once done, click OK.

Next, create an invoice: 

1. Click the Customers menu, then choose Create Invoices.
2. Select the customer (the parent's profile) under CUSTOMER:JOB.
3. Add the services on the table for the tuition.
4. Enter the due date and other important details.
5. Once done, click Save & Close.

You also have the option to send it over to the parents. Simply click on the Email button. Another thing you can do is to memorize the invoice transaction if it has the same amount or information. Check this article for the steps: Create, edit, or delete memorized transactions. 

The second method is to use Progress invoicing. It works by creating an estimate first, then making invoices out of it. This splits the invoices into a certain percentage until the estimate is closed. You can check this article for the full guide: Set up and send progress invoices in QuickBooks Desktop.

Note: The steps are done on QuickBooks Desktop 2019. The user interface might be different but the principles remain the same. 

Would you like to learn more on what else you can do in QuickBooks Desktop? Please check out our articles to help you familiarize with the features. 

Hop on to this thread if you have more questions. I want to make sure you have everything set for your private school.