How can I set date parameters when sending out statements to clients on overdue invoices?

[Nick K]

Hi sandragerman.

Setting up the date range you want to send in a statement is imperative to make sure all the information you wanted to provide is shown. I'd be happy to help you set up the date range when sending out a statement.

Creating a statement in QuickBooks Online can be done by following three steps. First go to New>Statements then select the statement type, customer balance status and date range then select apply. From there select the email in the recipient list and then save and close. The only time your statement wont ask for a date range is if you have the statement type as Open items (365 days).

If you have any questions let us know and we'd be happy to help.

[sandragerman]

But what about when sending out a batch of overdue statements? We want all of the overdue statements to be send out for overdue invoices, say, 30 days prior to the statement date.

What's happening is if we send the statement out March 18, for example, it includes all invoices up to March 18, even when they're not overdue yet.

We don't want to individually set the up-to date. We want all of the statements to be sent only for overdue accounts up to January 31, for example.

Can we do this?

[Jen_D]

It's good to have you here, Sandra.

I can share some insights about this statements concern in QuickBooks Online. 

If you want to send overdue statements, make sure to filter the Customer Balance Status to Overdue. This way, only overdue transactions are included on the statement, not the other entries that are not past due.

See the following link to learn more about processing statements in QBO: Create and send customer statements in QuickBooks Online.

Post here anytime if you have any other concerns with this topic. I'll be more than happy to help. Have a good one!