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Yes, you can send a statement with all of your customer's invoices via the Invoice List report, @carolgulamcpa.
Before anything else, please know there's a specific section in QuickBooks Online (QBO) where you can send customer statements. However, the option to specify invoice transactions isn't available.
Because of this, you'll need to pull up an Invoice List report to generate a statement. With accurate customization, you can obtain the data you want to display. Here's how:
- Go to the Reports tab.
- Enter Invoice List in the Search field and click it once it shows.
- Modify the Report period based on the range of the statement. You can also select All Dates.
- Proceed to the Filter icon. In the first three boxes, choose Customer, equals, and the client name you want to send this.
- Move to Add another filter. Pick Transaction type, equals, and Invoice.
- If you wish to change the name header, direct your cursor to the title, by clicking the Pencil figure that shows.
- Once everything is clear, you can continue delivering this to your customer by advancing to the vertical three-dot icon beside the Save As option. Then, select Email Report.
- Type in the customer email in the To field, and change the Format and Message. If finished, Send email.
Speaking of report modification, please know that it's possible to save it for future use. Here's the reference for it: Save a customized report.
Next, you'll want to streamline your account for better report automation and advanced tracking of your transactions. Feel free to reach QuickBooks Live Expert Assisted.
If you have further queries about sending invoice statements, you're welcome to return here.
