Billing statement hub in QuickBooks Desktop for Mac

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

• You can create statement charges when you bill your customers on a monthly basis and enter charges directly into the customer's register.
• You can create and send a billing statement to remind your customer to show how much they owe on each invoice.
• You can correct undercharge and overcharge in the statement of your customer.
• You can apply a discount to a statement charge.
• You can set up, memorize and stop an automatic charge to manage and skip manually entering repeated charges for your customer.

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.