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Replying to:
IamjuViel
QuickBooks Team

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This is a great idea for a new software feature, @theresamarie.

 

Our goal is to make QuickBooks the go-to app for all sorts of small business owners. Let me share some information on how you can send your customer's monthly statement and invoices together.

 

Currently, the ability to automatically send your customer's statements and invoice in one email is not yet available. QuickBooks is designed to send an invoice by batch and statements by batch separately, even if the email address is the same, or even if you're sending it to the same customer. 

 

However, as an alternative way, you can manually attach the statement you've created to the invoice and send it.

 

Here's how:

  1. Create monthly statement.
    1. Click the Customer menu.
    2. Select Create Statements.
    3. In the Create Statement window, fill in the information that will be displayed on the statement. statement 1.gif

       

    4. Click Preview to review.
    5. Hit Print,
    6. Download Statement as PDF file.
  2. Create an invoice.
    1. Go to Customers.
    2. Choose Create invoice.
    3. Choose the recipient of the invoice.
    4. Enter the rest of the invoice details.
    5. Click Attach file.
    6. Locate where you save the downloaded statement.
    7. Click Done.
    8. Choose Email Invoice.

If you have more than one invoice for one customer that you you want to send together with the statement, you can send it by batch. Just choose one invoice where you can attach the statement.

 

The other option is for you to create both statement and invoice separately. Then, download to your computer and send it as email attachment outside QuickBooks.

 

Lastly, you can send it via the Collections Centre. Just make sure to enabled this feature in your company settings. 

  1. Go to Edit.
  2. Select Preferences
  3. Choose Sales & Customers.
  4. Click the Company Preferences tab. 
  5. Select the Enable Collections Centre to turn on.
  6. Click OK.

Once activated, here's how to send it:

  1. Click Customers.
  2. Choose Customer Centre
  3. Select Collections Centre.
  4. Choose either the Overdue or Almost Overdue tab.
  5. Click on the Select and Send Email link.
  6. Select the invoices and statement you want to send.
  7. The invoices and statement will be attached to the email as a PDF file.
  8. Click the Send button.

As your business continues to grow, you can be sure our app will grow alongside it. To see the new app features that are in store, stay tuned to our blog: https://intuit.me/2L2zqTv.

 

Our Community guides have tips on how to find and use each app feature, so be sure to check them out: Help articles for QuickBooks Desktop.

 

That should do it! This should get you on your way to sending your customer's monthly statement and invoices!

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