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Create, send, and manage customer statements in QuickBooks Online

SOLVED•by QuickBooks•205•Updated 5 days ago

When customers have outstanding balances or invoices that will soon be overdue, you can send them a customer statement. These are gentle yet detailed reminders about upcoming deadlines.

This page will teach you how to create, send, view, and customise three types of customer statements in QuickBooks Online:

  1. Balance Forwards: Lists invoices and payments with outstanding balances for a specific date range.
  2. Open Items: Lists all open, unpaid invoices from the last 365 days.
  3. Transaction Statements: Lists all transactions for the selected date range.
  1. Go to Sales and select Customers (Take me there).
  2. Select the checkboxes for the customers you want to make statements for.
  3. In the Batch actions dropdown ▼, select Create statements.
  4. In the Statement Type dropdown ▼, select the customer statement type (Balance forward, Open Item or Transaction statement).
  5. Select the dates for the statements and the date range.
  6. Review the customer's email addresses.
  7. Select Save, Save and close, Save and send, or Print or Preview.

Tip: If you make changes to a transaction on a statement, the statement will automatically update to match.

  1. Go to Sales and select Customers (Take me there).
  2. Select the customer you want to see the statement for and go to the Statements tab.
  3. Select the date range from the Date dropdown.

To delete a statement, open it and select Delete.

There are a few customisation options for statements:

  1. Go to Settings ⚙ and select Account and settings.
  2. Select the Sales tab and go to the Statements section.
  3. Select Edit ✎.
  4. Select List each transaction as a single line or List each transaction including all detail lines.
  5. Select the Show ageing table at bottom of statement option.
  6. Select Save.
Have any other questions for our team?

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