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Create a billing statement
Learn how to create a billing statement in QuickBooks Desktop.
A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. A reminder statement can be created and sent to your customers to show how much they owe on each invoice.
Create a billing statement
QuickBooks Desktop for Windows
- Go to Customers, select Create Statements.
- Choose the appropriate A/R account.
Note: QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R. - Check the statement date.
- Select the date period of the transactions.
Note: You can specify the dates or you can include all open (unpaid) transactions as of the statement date. - Select the customers you want to print statements for.
- Select additional options.
- Select Print or E-mail depending on how you want to send the statements to your customers.
QuickBooks Desktop for Mac
- Go to Customers, then select Create Statements.
- Select the appropriate A/R account for the statement.
- Set the Statement Dates.
- (Optional) Select the template for the statement.
Note: If you want to customize your template, select New Template, to open the Layout Designer.
- In the Customer section, select the customer you want to print statements for.
- Choose additional options.
- Select Print or Email depending on how you want send the statements to your customers.
Creating billing statements is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, refer to
Accounts Receivable workflows in QuickBooks Desktop.
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When creating statements and the Email button doesn't work (no error message, the email simply does not send), follow the steps below:
- Ensure all preferences are appropriately selected to generate a statement.
- The appropriate customer should be selected.
- The customer should have an invoice or sales receipts within the statement period or before the statement date.
- If the desired customer has a zero balance, under the Do not create statements: the box for with a zero balance should be unchecked.
- For the Template, select the Intuit Standard Statement.
- If the Create One Statement is blank, choose Per Customer or Per Job from the drop - down.
- Ensure that the customer has a working email address set up, and that all the email preferences are appropriately chosen:
- Select the Edit tab, then choose Preferences.
- Select Send Forms.
- Check if the email address setup is working, then select OK.
- If the emails still fails, the issue may be an overflow error.
- Under the , put a check on the box for with a balance less than.
- Change the input to 0.00
- Re-send the email.
Note: If the steps above don't resolve your issue, this may be an issue with your email service. |