Once you've connected your QBO account to Partial.ly, you'll notice a new QuickBooks section in the navigation on the left side of the Merchant Portal. Here, you'll see a list of all of your invoices with an open balance of at least $20.
To send a payment plan to a customer, just locate the QuickBooks Invoice from the Invoice List and hit the 'create payment plan' button.
If you have a Partial.ly offer created, you can send payment plans to multiple customers with open invoices at once. Just select the checkbox next to each invoice that you want to send a payment plan for (or check all by selecting the 'check all' button above the checkbox column) and select the offer that you want to apply to your invoices.
If any customers open payment plans from the links sent from this page, the QuickBooks invoice balance will automatically update as automated payment plan payments are made until the payment plan is paid in full. At this point, the QuickBooks invoice will automatically update to paid. No manual entries are required once a customer opens a payment plan for their QuckBooks invoice.