Question

Can statements be create for each separate client contact that does not include all the other owed amounts for other contacts for the same client?

Forum|Forum|4 years ago
November 2, 2021
6 replies
25 views

I need to be able to create an account statement just for John Doe at ABC Inc. that doesn't also show all the other amounts owed by other contacts ABC Inc. I have not been able to figure out how to do that. This is something that I can do in QB Desktop.

QuickBooks Online

R

Rasa-LilaM

QuickBooks Team

It’s nice to see you in the Community, Bea5.

Let me help and provide some information on how to create statements for your customer.

The parent customer’s name will show up beside the sub-customer in the To section of the transaction. Since the entry is per client, the data that will show up is only for the one you’re working on.

When you email the statement, make sure to enter the correct email address. This is to ensure the right client will receive it.

Here’s how to create a statement:

Tap the Sales menu on the left panel and choose the Customers menu.
This action will take you to the Sales page.
From there, look for the sub-customer and click the drop-down under the Action column to select Create statement.
In the Create Statements screen, click the Statement type drop-down and pick the correct transaction type.
Key in the appropriate date in the Statement Date.
Type your client’s email in the Email Address field.
Tap the Print or Preview menu to view the entry.
Click Save and send or Save and close.

For more insights into this feature, check the following article: Create and send customer statements in QuickBooks Online. It outlines the complete steps on how to customize the transaction and view one.

Additionally, the links below contain topics about organizing invoices, payments, income, and other customer-related activities.

Drop a comment below if you have other statements questions or other customer-related concerns. I’m more than happy to answer them for you. Wishing your business continued success.

B

Bea5Author

Doesn't seem to work for me. I followed all those steps (which I had done before) for a client that had an outstanding balance showing on the list. I chose Open Item as the kind of statement (though I tried others too) and got a balance of $0.00 at the top right corner and a message that said:

Can't create all statements

1 of1 customers have no statements for this date. Adjust this date or click Save to create statements for the other 0. To see customers for whom statements are not generated, update the filter above the grid.

A sub-customer is being billed with its parent customer. You need to create a statement for the parent customer.

And therein is the rub. Because what I NEED to do is to create separate statements for each sub-customer, not a statement for the parent customer. It looks to me like it's not possible with the message above, though the steps taken look like this should produce the desired outcome. Again - the outcome I need (and this works fine in QB Desktop) is one statement per sub-customer. We work with companies that have many contacts (i.e. sub-customers) and it's not appropriate or desirable to send one to the parent customer (i.e. client company). In fact, we don't even necessarily have a central point of contact to whom to send such a statement.

Sign up

Login with SSO

Let's get you signed in

Login with SSO