Hi there,
Creating customer statements is a good way to notify customers about outstanding balances that are about become overdue. I'll be happy to show you how to do this in QuickBooks so you can get back to doing what you love.
QuickBooks makes it easy to navigate and here's how you can create a customer statement:
- Navigate to Get paid & pay and select Customers.
- Select the checkboxes 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: Lists invoices and payments with outstanding balances for a specific date range.
- Open Item: Lists all open, unpaid invoices from the last 365 days.
- Transaction Statement: Lists all transactions for the selected date range.
- Select the dates for the statements and the date range.
- Review the customer's email addresses.
- Select Save, Save and close, Save and send, or Print or Preview.
For more info on customizing and reviewing customer statements in QuickBooks, I encourage you to check out the following article as it shows you how to: Create and send customer statements in QuickBooks Online.
Let me know if this info helps by leaving a comment below, I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the day.
