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cpowell
Level 1

I am sending out batch customer statements via email and I would like to attach not only the statement but another attachement as well how do I add the second attachment?

 
1 Comment 1
Maybelle_S
QuickBooks Team

I am sending out batch customer statements via email and I would like to attach not only the statement but another attachement as well how do I add the second attachment?

Hello there, @cpowell.

 

Let me help you adding attachment sending batch customer statements.

 

Here's how:

  1. Go to the Customers menu, choose to Create Statements.
  2. Choose the appropriate A/R account.
  3. Check the statement date.
  4. Select the date period of the transaction.
  5. Find the customer you want to print statements for.
  6. Choose additional options.
  7. Select Print or E-mail.

 

If you want to create a custom template on your invoices, you can check this article: Create custom email templates. Also, you can let your customer pay their invoices online.

 

Stay in touch if you have any additional questions. I’m always here.

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