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Intuit

Create and manage statements

You can create a statement for your customers to let them know of their account balance details.

While an invoice is a detailed document of a specific sale, a statement is  a summary of your customer's account over a particular period. Each line item represents sales transactions, credits, and payments.

Note:The word Sales and Invoice will be used interchangeably in this article.

Create, manage, edit, customize, and print statements

Below you'll find how-to steps to create, manage, edit, customize, and print statements.

Frequently asked questions

Here are answers to questions you may have about statements.