If you need further help with the workflow above, I’d recommend reaching out to our Customer Care Team. A specialist will be able to access your account in a secured environment and further assist you via secured remote access session.
For this part: " Previous clerk entered all invoices on a statement charge. Should I enter them as a bill?"
If that is Customers, then this would be asking about Unpaid Sales. The function of Sales Receipt = I am also paid for this date of Sale. Invoice = for this Sales date, the invoice is unpaid. A Statement charge is the same as a Single Listing on an invoice, so it is hitting AR bypassing the use of a form (invoice). That makes it harder to manage Due Dates, and there is one main restriction: you cannot use Items That Calculate. That means no Subtotal, no Group Item and no Sales Taxes.
I teach Statement Charges, because we don't have Sales Taxes. Typically, Landlords can use invoices or statement charges.
In QB, the word Bill is meant for AP = suppliers of goods or service that have not yet been paid, they send you materials or work for you and send you a Bill to pay later. There is no such function as Statement Charge for Vendors.