Welcome to the Community, @amanda49.
I'm here to help you set up an Annual Invoice with Quarterly payments. I've provided the steps below on how to set this up with ease:
- Go to the Gear icon at the top-right of your QuickBooks Online and select Recurring Transactions.
- Press the New button on the top-right of the page and choose Invoice.
- Fill out the template listed below to set it up as an Annual Invoice with Quarterly payments:
- Interval: Choose Yearly with the date you want to follow-up.
- Start Date: When you'll send the first Invoice.
- Terms: Net 90 (if you don't see this in the drop-down list, click Add New). This will show when the Customer has to pay you.
That's all there's to it! For more information about Recurring Transactions in QuickBooks Online, click here. Now you'll have the Annual Invoice with Quarterly payments set up in your account. QuickBooks will automatically send the information to your Customer.
Let me know if there's anything else I can help you with today! Best wishes to you and your company.
