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sue24
Level 1

Hello Is it possible to send statements to all customers that show only outstanding invoices due?

 
Solved
Best answer April 08, 2019

Accepted Solutions
TaliaI
QuickBooks Team

Hello Is it possible to send statements to all customers that show only outstanding invoices due?

Hello sue24,

 

You can do this by selecting 'statement' under the plus icon. Once here, change the statement type to Open Item. You can then set the balance status as either open or overdue - this will then show all customers who have an open or overdue invoice, you can then tick which customers you would like to send a statement to and these will be batch sent.

 

Thanks,

 

Talia

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1 REPLY 1
TaliaI
QuickBooks Team

Hello Is it possible to send statements to all customers that show only outstanding invoices due?

Hello sue24,

 

You can do this by selecting 'statement' under the plus icon. Once here, change the statement type to Open Item. You can then set the balance status as either open or overdue - this will then show all customers who have an open or overdue invoice, you can then tick which customers you would like to send a statement to and these will be batch sent.

 

Thanks,

 

Talia

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