cancel
Showing results for 
Search instead for 
Did you mean: 
davidpitts23
Level 1

Selecting Invoices for a Customer Statement

I know that a transaction statement can be created that contains all invoices from a selected period of time.  Is there any way I can create a statement for the customer where I select specific invoices (instead of all the invoices in that timeframe).

1 Comment 1
LouiseG
QuickBooks Team

Selecting Invoices for a Customer Statement

To enhance the clarity and effectiveness of the communication with your customers, it would be beneficial to generate a statement that highlights only the specific invoices that are currently outstanding, David.

 

At this time, selecting specific invoices when creating a statement for your customer isn't available in QuickBooks Online (QBO). We highly encourage you to send feedback to our developer team; your suggestions are invaluable and may be considered for future product enhancements. Please know that QBO is continuously improving its platform, and your input plays a crucial role in this process.

 

Here's how:

 

  1. Click the Gear icon and choose Feedback.

    image (6).png

  2. Enter your comments or product requests. Then, hit Next to submit.

Feel free to drop in anytime if you have questions about the status of your product request or any QuickBooks-related concerns. We're always here to help. Stay safe.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us