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December 20, 2018
Question

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

  • December 20, 2018
  • 7 replies
  • 16 views
No text available

7 replies

Level 7
December 20, 2018

Good day, @392092.


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!

May 31, 2020

Can a Statement be numbered?

JasroV
Level 8
May 31, 2020

Greetings, @aquaclear.

 

As of now, the option to customized the statement and have it in number is currently not available in QuickBooks Online (QBO).

 

Rest assured, I'll take note of this idea and pass it along to our product engineers. This way, they'll consider adding this in our future updates.

 

In the meantime, I encourage checking our QuickBooks blog page. From there, you get to know first hand on what's new in QBO.

 

Also, you might want to check this great article that can guide you effectively in enhancing your business brand: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Please let me know if there's anything else I can help you with. Your business is my top priority. Stay safe and take care!