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Billing statement hub

Learn how to use a billing statement in QuickBooks Desktop for Mac.

Use a billing statement to charge your customer regularly. You may find that billing statements serves your needs. You can keep the status of the customer's account at a particular point in time.

About billing statements

Limitations of billing statements

Know the limitations of a billing statement compared with an invoice.

  • You can't record sales tax, percentage discounts, or group items as a separate charge on a billing statement.
  • You can't enter multiple line descriptions of services provided or products sold.
  • You can't group related charges together and subtotal them.
  • You must enter a separate statement charge for each service or product you sell.
  • You can't add a message.
  • You can't customize a statement like adding customized fields, changing the width of columns, or change the order in which columns appear.

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