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Create and send customer statements in QuickBooks Online

by Intuit•29• Updated 1 week ago

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

There are three types of customer statements in QuickBooks. If your sub-customers are marked Bill parent customer, you can create a statement for the parent customer and it will show all invoices for both the parent and the sub-customer.
However, if a sub-customer is not billed to the parent, you can’t create a statement for the sub-customer.

These are three types of customer statements in QuickBooks Online:

Balance Forwards: shows a list of invoices and payments that still need to be paid for. You can choose the date range you want to see.
Open Items: shows all the bills you haven't paid yet from the past year.
Transaction Statements: shows all transactions that happened between a selected date range.

Create and send a customer statement

Go to Sales and select Customers (Take me there).
Tick the boxes for the customers you want to make statements for.
In the Batch actions dropdown ▼, select Create statements.
In the Statement Type dropdown ▼, select the customer statement type (Balance Forward, Open Item or Transaction Statement).
Select the dates for the statements and the date range.
Review the customer's email addresses.
Select Save and close, or 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.

View a customer statement

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

To delete a statement, open it and select Delete.

Customise a customer statement

There are a few customisation options for statements:

Go to Settings and select Account and settings.
Select the Sales tab.
In the Statements section, select the ✎ icon to edit.
Turn on the Show ageing table at bottom of statement switch.
Note: If you like to see finance charges on your statements, select List each transaction including all detail lines.
Select Save, then Done.

Have any other questions for our team? If any of your questions were left unanswered, we'd love to hear them! Pop over to our QuickBooks Community's discussion on sales receipts where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process.

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