How do I send statements to a customer who is a sub customer of ahead office who want invoices broken by sub customer but make one payment for all?

Hello @jon39,

You can create and send a statement directly from the profile of your sub-customer.

1. Go to Sales.
2. Select Customers.
3. Find and open the profile of your sub-customer.
4. Under New transaction, select Statement.
5. Click Save and send.

Here's an article you can read to learn more about how you can create a customer statement: Create and view customer statements.

I've also included this helpful article in case you need some about managing your customer's transactions: Manage Customers and Income.

Fill me in if you have further questions. I'm always around if you need any help.

Hi Jon39,

What you’re doing is our way of creating statements for parent customers if they need to see a breakdown of transactions. Though we can directly create statements for parent customers, there isn’t an option to show the breakdown of transactions. So, just continue your current way.

I couldn't open your screenshot. I received a “No file found” prompt when I clicked on it or when I opened its link to other browsers. You can attach it to your next reply though.

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Alternatively, you can create statements for each sub-customer.

You can also run a Sales By Customer Detail report. Then, customise it by filtering the parent customer, its sub-customers and the unpaid invoices (A/R Paid : Unpaid).

I will submit a feature request about grouping the transactions of a parent customer statement per sub-customers. 

Feel free to keep us updated about the messages you received. Thanks.

We are having the same issue.  How do you find the screen you posted there:

Alternatively, you can create statements for each sub-customer.

Alternately when I try pulling the Sales by Customer Report with customization it shows each line item of the invoice so 5-8 lines per invoice, is there a setting to just get a one line for each invoice?

Let me help you, Jparker.

I'll show you where you can find the screen posted by my colleague. Just follow these steps:

1. Click Sales.
2. Go to Customers.
3. Select the sub-customer, click the Create invoice drop-down arrow, then select Create statement.

Concerning the report, you're right. It will show all the invoice lines. We're unable to set it up to show one line item only. You can pull up other reports like the Transaction list by customer (filter it to invoice) or  Invoice list. It will also show the transactions you need. Here's how:

1. Click Reports.
2. Enter the report title in the Find report by name field.

You can customise the reports to help you focus on the details that matter to you.

If there's anything else that you need, feel free to click the Reply button below. Take care!

Thank you Kristine.

Unfortunately the procedure you describe is the one we use, the screen presented look completely different than what we see is why I asked.  That being said, when we use the procedure, below is the message we receive;

It doesn't matter what you use for a date, or if you use open items, balance forward or transaction statement, you get the same screen. 

Now we use to be able to go into edit profile and just click the sub off the parent company, follow this same process, print the statement and then reconnect them to the parent, we no longer can do this, as soon as we click off that the customer is a not a sub of a parent company we get this message;

All our payments are posted through the parent company so this would be very time consuming!  Up until a few months ago the system would allow us to do those sub statement no problem, so something has changed.

As a work around I have used Transaction List by Customer report, customized filtering with just the sub customers I need and A/R Paid = Unpaid and other than unused credits on the parent company not showing up, the report will work.  We could export that information and turn it into statement format but honestly we don't have the time to be doing this.  Any discussion you can have to bring back that statement function would be most welcome.  Thanks for taking the time to answer my query.

Hello jparker,

We appreciate your time customizing the report to get the data that you need and sharing it with us. We'll take note of this customization so we can share it with others who have the same scenario, too.

You might also want to visit the QuickBooks UK Blog to see any updates of the program.

We'll be right here if you have additional queries.

This is a ridiculous problem. How is this not resolved?? I have had this issue for years and just did my best to work around it but come on guys. Get this corrected.

Hello, spartanwc. 

I know how it feels when something isn't working in your end. As of now, isn’t an option to show the breakdown of transactions. I'll make sure to tap this into our developer's team. Our product engineers will continue to make improvements to the product, and this preference might be available in the future.

I appreciate your idea about this feature. I'll take note of this. In the meantime, I recommend visiting our QuickBooks blog from time to time to get the latest news and product improvements. 

If you have any further questions or concerns, please don't hesitate and reach back out to me. I'm always here to help you. Stay safe!