QuickBooksHelpIntuit
Billing statement hub in QuickBooks Desktop for Mac
by Intuit• Updated 3 years ago
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.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Create and send customer statements in QuickBooks Desktopby QuickBooks•19•Updated 3 days ago
- Enter statement charges in QuickBooksby QuickBooks•Updated June 21, 2024
- Receive inventoryby QuickBooks•8•Updated June 21, 2024
- Pay bills online from QuickBooks Desktopby QuickBooks•58•Updated July 03, 2024