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Can I create a report to show which customers need their statement emailed?

 
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QuickBooks Team

Re: Can I create a report to show which customers need their statement emailed?

Yes, you can, jay20.

 

We can use the Transaction List by Customer report. Then, let's just add the column for the delivery method. Let's follow these steps:

  1. Go to the Reports menu.
  2. Hover your cursor to the Customers and Receivables. Then, click on Transaction List by Customer.
  3. Click on the Customize Report button. On the Display tab, search and check the Preferred Delivery Method under Columns section.
  4. Go to Filters tab. Search and select the Preferred Delivery Method.
  5. On the Preferred Delivery Method drop-down, select E-mail.
  6. Select OK.

You can also customize it to remove or add more details. Once done, you can use it as reference to select those customers in creating a statement.

  1. Go to Customers menu and select Create Statements.
  2. Under Select Customers section, select Multiple Customers.
  3. Click on Choose button. Select those customers that need their statement emailed.
  4. Click on OK. Select E-mail.

You now have the report you're looking for. Please let me know if you have further questions.

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