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Level 7
January 22, 2019
Question

How do you email a statement

  • January 22, 2019
  • 1 reply
  • 0 views
No text available

1 reply

January 22, 2019

Hi there @ amirtransports,

 

I’ll walk you through emailing your statements.

 

Here’s how:

 

  1. Click the plus (+) icon.
  2. Select Statement.
  3. Choose the Statement Type, Statement Date, and Customer Balance Status.
  4. Select the customer(s).
  5. Click on Save and send.

Here’s an article for more details on how to manage your statements in QuickBooks Online: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-create-and-manage-statements/m-p/186219.

 

Feel free to reach out to me if you have additional concerns and I’m happy to help.