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BHS72Cathy
September 30, 2022
Question

Customer Type

  • September 30, 2022
  • 3 replies
  • 38 views

I'm new to QuickBooks.  I handle membership dues for our Alumni Association.  I went in and assigned each customer the month they will be billed for pledges under "Customer Types."  I can't figure out how to bring those customers up, say for October,  to send their pledge statement out as a batch vs. individually typing each customer in.  I'm using Quickbooks Plus. 

 

Thanks

Cathy

 

 

3 replies

Anonymous
September 30, 2022

Choosing QuickBooks for your business is the best choice, @BHS72Cathy.

 

I’d gladly help you with bringing up your customers to send statements in QuickBooks Online (QBO). I also appreciate the snapshot you’ve added to visualize your concern.

 

There are two display preferences in QBO. First, the Accountant view, the other one is the same as yours the Business view. You can also switch between the two perspectives if you want to. To proceed, I’ll provide you with the steps to pull up your customer using the same preferences:

 

  1. From the left panel, select the Get paid & pay menu. 
  2. Go to the Customers tab, and select the customers you want to make statements for.
  3. Select Create statement from the Batch actions dropdown.
  4. Choose a customer statement type by clicking the Statement Type dropdown (Balance Forward, Open Item, or Transaction Statement.)
  5. Select the dates and the date range for the statements.
  6. Review the customer’s email address. Then, select either Save, Save and close, Save and send or Print or Preview.

 

You might want to go further into details by referring to this article: Create and send customer statements in QuickBooks Online

 

Let me know if you need further guidance with sending statements. I’m just a post away. Have a great day!

BHS72CathyAuthor
September 30, 2022

Thank you so much for your instructions, but that is not how I want do it.  I want to be able to click on Customer Type, select the October Billing, then create and send the invoices as a batch. 

 

Appreciate your getting back with me. 

    Kurt_MQuickBooks Team
    QuickBooks Team
    September 30, 2022

    I appreciate you for getting back here in the thread, @BHS72Cathy. I'll share some details about your concern so you can get through this and send invoices as a batch in the Customer Type section in your QuickBooks Online (QBO) account.

     

    As I check the thread, you've mentioned you use QBO Plus. Please be aware that the option to send invoices as a batch is only available for QuickBooks Online Advanced. In case you wish to upgrade your subscription to utilize this feature, I'll gladly input the steps below. To begin, here's how:

     

    1. Access your QuickBooks Online as a primary or company admin.
    2. Go to the Gear icon, and then select Account and settings.
    3. Select the Billing & subscription tab.
    4. Make sure your payment info is up-to-date.
    5. In the QuickBooks Online section, select Upgrade your plan.
    6. Review the available plans and then select Choose plan.
    7. Follow the on-screen steps to upgrade your plan.

     

    Once done, see this article to start creating and sending multiple invoices in QuickBooks Online: Create and send multiple invoices in QuickBooks Online Advanced.

     

    Also, if you don't want to upgrade your subscription. You can still do it in the QBO Plus, but know that you can only create invoice one at a time and send them all at once in the Customer Type section. Here's how:

     

    1. Access your QuickBooks Online account.
    2. On the left navigational bar, go to the Get paid & pay tab.
    3. Check the box beside the Customer/Project/Company.
    4. Click the Batch Action button.
    5. Select the customer type that you've already created and then click Apply.
    6. In the Action column, click Create invoices. Do it one at a time for the customer that you'd like to receive the invoice.
    7. Once done, tick the box in the Customer/Project/Company and then Click Batch Actions.
    8. Select Create Statements and then in the Statement Type field, choose Transaction Statement.
    9. Once everything is set, click Save and send.

     

    Doing this allows you to send manually created invoices to multiple customers in your QuickBooks Online account.

     

    In addition, I've got you this article to help you manage invoice payments in QBO: Record invoice payments in QuickBooks Online.

     

    You can also check this page about customizing a report in QBO so you can see the status of your invoices: Customize reports in QuickBooks Online.

     

    @BHS72Cathy, it's a pleasure to have you in the Community today. If there's anything else that you'd like me to help you with, don't hesitate to get back to me anytime. I'll be more than happy to help you again. Take care, and have a great weekend!

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