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Anonymous
Not applicable

Can I create a statement showing past due invoice numbers and amounts instead of just balance carried over from previouse months?

 
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QuickBooks Team

Can I create a statement showing past due invoice numbers and amounts instead of just balance carried over from previouse months?

Good day, @Anonymous.


I can walk you through the steps in creating a statement that shows past due invoice numbers with amounts from previous months.


You can create the statement you want with the information you need. Here’s how:
1.    Click the Plus (+) icon and select Statement.
2.    On the drop-down, choose Open Item as your Statement Type.
3.    Enter Statement Date.
4.    Choose Overdue on the Customer Balance Status drop-down.
5.    If you wish to print the statement, click Print or Preview at the bottom of the page.
6.    Hit Print.

 

 


For more information about creating and managing statements, check out this article: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-create-and-manage-statements/m-p/186219.


This should get you pointed in the right direction. If there’s anything else you need, don’t hesitate to let me know. I’ll be on a look out for your response. Enjoy your day!

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