Hi there, @Barb54.
We can create a summary of your customer's account that includes listing of recent invoices, credit memos, and payments received.
I'll show you how:
- Go to Customers menu and pick Create Statements.
- Select the proper A/R account. Please know that QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R.
- Review the statement date and pick the date period of the transactions. You also want to specify the dates or you can include all paid and open (unpaid) transactions as of the statement date.
- Choose the customers you want to print statements for, then select additional options.
- Decide whether you want to Print or E-mail the statements to your customers.
Here's an article that will guide you more in this process: Create a billing statement.
Come again if you have additional questions about sending statements to your customers. I'll be there to back you up right away.
