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How to set in customer field in terms of condo unit with the owner's name and unit number and area of their unit? Then how prepare a SOA with past and present billing? And how to automate it in presenting invoice with their monthly association dues ?
Please help me. I really badly need a help
Solved! Go to Solution.
I appreciate you for posting here in the Community space, @Mhekang123. Let me help you set up your customer for their specific statements in QuickBooks Online (QBO).
Directing to set up your customer fields on their specific area and the unit number isn't available yet. As a workaround, we can add the customer in the Customer section to edit the Company name, and the Customer display name, add the area and the unit number to identify their specific info, and fill in the necessary details in the field.
For your second concern, we can create SOA with past and present billing statements to show customers summaries to prepare their invoices, payments, credits, and balances. Here's how to do it:
You can refer to this article for more details about other types of customer statements in QuickBooks: Create and send customer statements in QuickBooks Online.
On your last concern, you can create a recurring invoice to adjust the interval and start date to send it on the exact month you need and check the box to send emails automatically. Once done, the system will execute the command for you.
Here's how:
I've included this article about the process: Create recurring transactions in QuickBooks Online. This section includes sub-articles that guide you in managing recurring transactions and troubleshooting.
additionally, you can visit this article to learn how to send invoices over time as you work off an estimate: Set up and send progress invoices in QuickBooks Online.
If you have further questions about managing customers' invoices and creating statements or any QuickBooks-related concerns. Don't hesitate to leave a reply in the comment section. We're always here to help you. Keep safe.
I appreciate you for posting here in the Community space, @Mhekang123. Let me help you set up your customer for their specific statements in QuickBooks Online (QBO).
Directing to set up your customer fields on their specific area and the unit number isn't available yet. As a workaround, we can add the customer in the Customer section to edit the Company name, and the Customer display name, add the area and the unit number to identify their specific info, and fill in the necessary details in the field.
For your second concern, we can create SOA with past and present billing statements to show customers summaries to prepare their invoices, payments, credits, and balances. Here's how to do it:
You can refer to this article for more details about other types of customer statements in QuickBooks: Create and send customer statements in QuickBooks Online.
On your last concern, you can create a recurring invoice to adjust the interval and start date to send it on the exact month you need and check the box to send emails automatically. Once done, the system will execute the command for you.
Here's how:
I've included this article about the process: Create recurring transactions in QuickBooks Online. This section includes sub-articles that guide you in managing recurring transactions and troubleshooting.
additionally, you can visit this article to learn how to send invoices over time as you work off an estimate: Set up and send progress invoices in QuickBooks Online.
If you have further questions about managing customers' invoices and creating statements or any QuickBooks-related concerns. Don't hesitate to leave a reply in the comment section. We're always here to help you. Keep safe.
Thanks for your guide. I might try it. Hopefully it will work.
I need to see the due date and SOA date when it was prepared, and I need to see water consumption, Before and After the difference will be the consumption for the month as well as the electricity consumption. How am I gonna supposed to do it?
Thank you for getting us back, @Mhekang123.
When you view the statement list of your account, it will only give you a brief overview of the transactions that have taken place. It won't provide you with specific details. To have a more comprehensive understanding of your account's financial status, you can generate a report in either Customer Balance Detail or SOA. This report will give you a detailed summary of the transactions, including invoices and other important details.
To manage and customize your reports, you can review the articles below:
Feel free to respond to this post if you have more concerns regarding your reports in QuickBooks Online. I'm always here to help.
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