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April 16, 2020
Question

How can i send a screen shot of all the invoices i have sent a customer & all the payments he has made?

  • April 16, 2020
  • 1 reply
  • 1 view
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1 reply

DivinaMercy_N
Moderator
April 17, 2020

Thank you for posting here in the Community, @lsfenny1318.

 

To show to your customers the summary of their invoices and payments they made with you. You can create statements and send it directly to them. 

 

Here's how:

  1. Select the Sales menu and click the Customers tab.
  2. Tick the box for the customer you want to make statements for. 
  3. In the Batch actions drop-down arrow, click Create statements
  4. In the Statement Type drop-down arrow, choose the type of statement you'd like to make:
  • Balance Forward: A list of invoices and payments with balance for the date range selected
  • Open Item: A list of open, unpaid invoices from the last 365 days
  • Transaction Statement: A list of transactions between the selected dates 

      5. Fill in the date fields and select Apply.

      6.Select Save and send.  

 

QBO also allows you to customize your statements. Please follow the steps below:

  1. Go to Settings ⚙ and click Account and Settings.
  2. Select the Sales tab and scroll to the bottom to Statements.
  3. Hit Edit ✎.
  4. Chose either List each transaction as a single line or List each transaction including all detail lines.
  5. Select the Show aging table at bottom of statement checkbox.
  6. Click Save.

 

Stay in touch with me if you have further questions. I'm always here to help. Stay safe and take care always!