How can I have a print preview of a Customer Account Statement which has all the invoices and the detailed (per date) received payments of a specified date range?

Hello there, @Nyahaha Wakoko.

Thanks for posting your question here. I'd be glad to provide info with creating a customer statement in QuickBooks Online. 

There are three types of customer statements in QB Online.

Here's how to create Balance Forward, Open Item, and Transaction Statements:

1. Click on the Sales menu, and choose the Customers tab. 
2. Select the check-boxes for the customer or customers you want to make statements for. 
3. In the Batch actions drop-down, go to Create Statements. 
4. In the Statement Type drop-down, pick the type of statement you'd like to make (Balance Forward, Open Item, Transaction Statement). 
5. Fill in the date fields and choose Apply. 
6. Go to Save, Save and close, Save and send, or Print or Preview. 

• Balance Forward: A list of invoices and payments with balance for the date range selected. 
• Open Item: A list of open, unpaid invoices from the last 365 days. 
• Transaction Statement: A list of transactions between the selected dates.

For more detailed instructions with creating and viewing customer statements, please refer to this article: Create and view customer statements. 

If you have any more questions, please don't hesitate to comment below. Have a good one!

Hi Kendra H ,

I have already tried these out but it's not the ones that I'm expecting.

I was looking for a per transaction basis. To explain further, here is what I did and what output I was looking for:

1. I created an invoice for a client.
2. I received a partial payment after 1 day.
3. I received another partial payment after 1 week.
4. The client wanted to have a statement with the invoice with the total amount with the list of payment transactions made and their values and total amount as well.

With the Transaction Statement method that I tried, it only shows one line of record which is the invoice with its Total Amount, Total Received payments, and the remaining balance. It's not as detailed as I expect it to be.

Any other suggestions of which I can get a detailed print-out using Quickbooks Online?

Honestly, this is one feature that I really liked having since it's easier for me and the clients to read at a glance.

Thanks for providing us additional details about your concern, Nyahaha Wakoko.

I'm here to share some information about how customer statements work in QuickBooks Online. 

QuickBooks Online offers two ways in displaying the transactions in the customer statement. We can either list each transaction as a single line or list each transaction including all details per line . We can go to the Account and Settings to change your statement preferences. I'll guide you how:

1. Click the Gear icon.
2. Choose Account and Settings.
3. Select the Sales tab and scroll to the bottom to Statements.
4. Click the Pencil icon to edit it.
5. Make sure to select List each transaction including all detail lines.
6. Select the Show aging table at bottom of statement checkbox.
7. Hit Save when you're done.

When we create a customer statement, we'll have to select Transaction Statement as the statement type to show all the list of transactions between the selected dates.

We can also use the Balance Forward to show all invoices and payments with balance for a particular date range.

Take a look at my screenshot below:
 

In case you want to personalize and design your invoices, estimates, and sales receipts in QuickBooks Online, you can refer to this article to be guided in doing it: Customizing sales forms.

We're open 24/7 here and always ready to help, so please don't hesitate to visit us again if you have further questions about sales forms. Have great a rest of the day.