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Experienced Member

Customer statement

How do I create a customer statement that reflects which invoice a payment was applied to

5 Comments
QuickBooks Team

Re: Customer statement

Hi there, laurietilelli.

 

I'm glad you've reached out to the QuickBooks Community. Let me help share some insights about the customer statement in QuickBooks Desktop. 

 

The customer statement only shows the summary of your customer's account, listing recent invoices, credit memos, and payments received. To check which invoice payment was applied to, you'll need to pull up the Transactions List by Customer report.

 

Let me walk you through the steps:

  1. At the top menu bar, click Reports.
  2. Go to Customers and Receivables.
  3. Select Transactions List by Customer
  4. Change the date range. 

You can also check this article on how to customize reports in QuickBooks Desktop

 

For additional reference, you can check this article: Create a billing statement

 

If you need further assistance with the steps, I recommend to contact our QuickBooks Desktop Support Team. They have additional tools to pull up your account and do a remote session. 

 

Here's how you can contact our customer support: 

  1. Select QuickBooks Desktop Help from the Help menu.
  2. You can also press F1 on your keyboard to bring up the same Help Panel. 
  3. In order to route you to the correct support expert, we need to know what type of question you have.
  4. Click Continue.
  5. We’ll provide you a few options. You choose which one is best for you.

That should do it! Feel me in if you have additional questions about the customer statement. I'm always here to help. Wishing you and your business continued success. 

Experienced Member

Re: Customer statement

Thank you for your response but you didn't answer my question.  It seems that since I have switched to Enterprise I have less function.
 
I do not want to create a report.  I want to create a customer statement for the customer that indicates what invoices each payment was applied.
This was a function I use to have and something I need to provide for my customers.
 
Is there a way to customize a statement to include this information?
 
 
QuickBooks Team

Re: Customer statement

Hi, @laurietilelli.

 

I'd be glad to join the thread and help share a little more information about creating statements in QuickBooks Desktop Enterprise.

 

As mentioned by my colleague JanyRoseB, customer statement only shows the summary of your customer's account, listing recent invoices, credit memos, and the payments received. As of now, there isn't an option to create a statement that indicates what invoices each payment was applied.

 

However, to check what invoices each payment was applied to, you can run the Transactions List by Customer report following the steps provided above and make the necessary customization.g5 transaction list by customer.PNG

 

On the other hand, to learn more about statements and running reports in QuickBooks Desktop, you may check these articles:

 

I'll be right here to help you if you have any other questions about statements, just add a post/comment below. Have a great day ahead!

Highlighted
Experienced Member

Re: Customer statement

As stated previously, I do not need a transaction report.  I need a customer statement to be given to the customer.  This is a function we use to have and unclear why this is no longer available.  Without this capability it is very hard for the customer to reconcile.  Please bring this function back.

QuickBooks Team

Re: Customer statement

Hello laurietilelli,

 

I appreciate you for getting back to us here in the Community. Allow me to chime in and help provide information about your Customer Statement concern in QuickBooks Desktop.

 

For now, the only option available is the report shared by my colleague above. Right now, customizing customer statements to show invoices and its payments are unavailable.

 

I'm personally taking note of your request regarding the customer payments in QuickBooks Desktop. It would also be best making sure you always have the latest release to ensure any new features from the product engineers will be on your program.

 

For additional insights on the steps, I'm adding the article I recommend on this:

 

Update to the latest release of QuickBooks Desktop.

 

Please feel free to post any questions you have below regarding the customer statements. The Community will be here to help.