Hi there,
QuickBooks Online combines all kinds of smart tools to help make running your business as simple as possible. Statements show customers a summary of their invoices, payments, credits, and balances. You can send them on a monthly basis, or whichever time-frame works best for you. I'd be happy to explain how to create and send statements.
This article goes over all you need to know about creating and sending customer statements: Create and view customer statements. I'll give you a break-down here as well.
Follow these steps:
- Go to the Sales menu and select the Customers tab.
- Select the checkboxes for the customer or customers you want to make statements for.
- In the Batch actions dropdown ▼, select Create statements.
- In the Statement Type dropdown ▼, select the type of statement you'd like to make:
- Balance Forward: A list of invoices and payments with balance for date range selected
- Open Item: A list of open, unpaid invoices from the last 365 days
- Transaction Statement: A list of transactions between the selected dates
- Fill in the date fields and select Apply.
- Select Save, Save and close, Save and send, or Print or Preview.
That's all there is to it. The article linked above also explains how to view past statements in order to stay organized.
I hope this helps! If you have any other questions, our tech support team is always here to help you.
Cheers.
