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Hi team,
I work in a farely large company, and each month when I send out that statements, I spend a great deal of time, resending invoices once people get their statements - even though majority of the time they've already been sent.
Is there a way when you send the statement, for it to also send copies of the outstanding invoices within that statement?
Hi laurengrace2,
Thanks for posting in the Community!
At the moment, sending customer statements with the outstanding invoice is unavailable in the current set of features in QuickBooks Online. With regard to your question, there are three types of customer statements you can send to your customers, you can use the Balance Forward statement which lists the invoices and payments with outstanding balances for a specific date range.
Here's how to create a customer statement:
1. Click on the Sales tab, and click on Customers tab.
2. Click on the checkboxes for the customers you want to make statements for.
3. In the Batch actions click on Create statements.
5. In the Statement Type, select the customer statement type:
6. Select the dates for the statements and the date range.
7. Click on Save, Save and close, Save and send, or Print or Preview.
To learn more about customer statements in the QuickBooks Online, you can check out this article on how to Create and send customer statements in QuickBooks Online.
Feel free to post a comment if you need more help with customer statement. I'll be here to help you. Have a nice day!
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