Can I set up automatic weekly statements?

Let's make sure you'll be able to set up an automatic weekly statement for your customers, nancyl.

You can use payment reminders to schedule statements for your customers to let them know what they still need to pay for. You'll want to turn on the payment reminders so you can schedule for when you email customers' statements. To do this, follow the detailed steps below:

To turn on automated reminders: 

1. Go to the Edit menu, then select Preferences.
2. Select the Payments tab, then select Company Preferences.
3. From Do you want to send payment reminders? select Yes.
4. Set the time and frequency that you’d like to be reminded to review and approve reminders.
5. Select OK, then select Finish.

To automate statements:

1. Go to the Customers menu, then select Payment Reminders.
2. Select Schedule Payment Reminders.
3. To add a new statement schedule, select New schedule and then select Statement and give the reminder a name by selecting <New Schedule>.
4. From the Select customer group dropdown, select Add new.
5. Add a Name and Description for the customer group, then select Next.
6. Select the Field, Operator, and Value to define the criteria for creating this customer group. For example, this can be the location, open balance amount, customer type, etc., then select Next.
7. Review the customers you’d like to add to the group, then select Finish.
8. From the new list, select Add reminder.
9. Customize your reminder with the statement date, statement period or if the statement is overdue, and the invoice details.
10. Select the statement and email design templates, then select OK.

You may also want to review your statement, please check out this article for more information: Create Automated Payment Reminders for Invoices and Statements.

In addition, customers can pay their invoices by credit card or ACH bank transfer. To give your more information, check this article: Receive And Process Payments in QuickBooks Desktop.

Reach out to us if have any concerns with automatic statements. Please know that we're only a few clicks away in case you need help.

Thank you so much for the information.  I'm a bit confused though.  Both of these are basically only reminders correct?  I still have to create and email the statement?  How do I set up for a specific day of the week for statements.  For example this particular customer wants a statement every Monday morning. 

Yes, @nancyl. The above steps are for scheduled reminders for your customer.

You'll have to create and email the statements manually. You can use the To Do List feature so you can set a due date for your statement tasks. 

Here's how:

1. Go to the Company menu at the top.
2. Select To Do List.
3. Scroll down towards the To Do drop-down, then tap New To Do.
4. In the Add To Do window, enter task details. See the image below.
5. Click OK.

Check out these articles for more information about statements and customer payments: 

• Create automated payment reminders for invoices and statements.

• Create a billing statement.

Additionally, here's a link that'll help you in managing customer transactions: Manage customers in QuickBooks Desktop.

Don't hesitate to drop a reply if you have follow-up questions or concerns. I'm always here for you. Take care and stay safe.