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Highlighted
Level 4

Can QBO automatically send statements to customer with balances due?

Is there a way to automatically generate statements to any clients with open receivable balances in QBO?  Thanks

Solved
Best answer January 19, 2019

Best Answers
Highlighted
Level 10

Can QBO automatically send statements to customer with balances due?


For future reference, you can check this article: How to create memorized A/R reports with email reminders.

 

 


@JanyRoseB

 

This future reference article has NOTHING TO DO with how to automatically send statements to customers. This is mainly for internal reporting.

 

@Mrjan

 

Currently, such an option to automatically send customer statements is not available in QBO yet.

They have recently added a new feature template on sending customers about their past due invoices (but not for statements that you want). This feature is still at the QuickBooks Labs.

Refer to this article: https://quickbooks.intuit.com/community/Help-Articles/How-to-automate-tasks-with-Routines/m-p/198128...

 

If you're sending feedback requests for adding a new template on automatically sending customer statements, this's where you should send that counts! Hopefully!

 

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requests_feedback.PNG

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View solution in original post

6 Comments 6
Highlighted
QuickBooks Team

Can QBO automatically send statements to customer with balances due?

Hello there, @Mrjan.

 

Thanks for taking the time to reach out to us. Allow me to address your concern, so let me get this straightened out.

 

As of now, QuickBooks Online doesn't have an option to send statements with a balance due automatically to your customer. I can see how this feature would be helpful for you, I'd recommend sending feedback directly to our product developers for future updates.

 

Here's how you can send feedback: 

  1. Click the Gear Icon.
  2. Select Feedback
  3. Click Next and choose Feedback under Category option.
  4. Select Save

For future reference, you can check this article: How to create memorized A/R reports with email reminders.

 

Please know that you're always welcome to post if you have any other concerns. We're always here to help. 

Highlighted
Level 10

Can QBO automatically send statements to customer with balances due?


For future reference, you can check this article: How to create memorized A/R reports with email reminders.

 

 


@JanyRoseB

 

This future reference article has NOTHING TO DO with how to automatically send statements to customers. This is mainly for internal reporting.

 

@Mrjan

 

Currently, such an option to automatically send customer statements is not available in QBO yet.

They have recently added a new feature template on sending customers about their past due invoices (but not for statements that you want). This feature is still at the QuickBooks Labs.

Refer to this article: https://quickbooks.intuit.com/community/Help-Articles/How-to-automate-tasks-with-Routines/m-p/198128...

 

If you're sending feedback requests for adding a new template on automatically sending customer statements, this's where you should send that counts! Hopefully!

 

.

 

requests_feedback.PNG

.

 

View solution in original post

Highlighted
Level 10

Can QBO automatically send statements to customer with balances due?

Did you mean statements or invoices?

Automatic statements is not a good idea, because it may be that not all transactions have been posted on the scheduled send date.

You can schedule automatic sending of open invoices, in Labs/Routines 

 

Highlighted
Level 4

Can QBO automatically send statements to customer with balances due?

I wanted to know if QBO can be set up to email customer statements on a certain day.  Do you know?

Highlighted
QuickBooks Team

Can QBO automatically send statements to customer with balances due?

Hey there, Mrjan.

 

As what my colleagues provided, QuickBooks Online is unable to email customer statements on a specific day. 

 

Though, you can follow @vpcontroller's suggestion. 

 

If you have other questions, you can always go back to this thread. 

Highlighted
Level 1

Can QBO automatically send statements to customer with balances due?

Manage routines seems to be gone off of Quickbooks Pro and now on Quickbooks Advanced.  I don't think I want to pay that much more for this when it won't even send statements.  There is a 3rd party app for the same amount of extra money,  that will send statements, PayoCRM.  It works great.  I just didn't need to pay that much when I usually only have about 6 statements to send.

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