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Jevans
Level 3

I need a Customer Transaction Statement they shows the Open Balance on invoices

 
4 Comments
KlentB
QuickBooks Team

I need a Customer Transaction Statement they shows the Open Balance on invoices

I've got you covered, Jevans.

 

We can go to the Customers tab to create an Open Item Customer Statement. This way, we'll be able to show the list of open or unpaid invoices to your customers. Here's how to do it:

 

  1. Select Sales from the sidebar menu.
  2. Go to the Customers tab.
  3. Select the checkboxes for the customers you want to make statements for.
  4. In the Batch actions drop-down menu, select Create statements.
  5. In the Statement Type drop-down menu, choose Open Item.
  6. Set the appropriate date, then click Apply.
  7. When you're done, select Save and closeSave and send, or Print or Preview.

Additionally, here's an article that you can read to help track the status of your estimates, invoices, and sales receipts in QuickBooks Online: View sales transactions.

 

If I can be of any additional assistance, please don't hesitate to add a comment below. I'll always have your back.

Jevans
Level 3

I need a Customer Transaction Statement they shows the Open Balance on invoices

I was trying to get this open balance to show on a Transaction Statement, the OPEN Balance report did not include all the details I was trying to provide my Customer.

 

Can the open Balance of an Invoice be added to the Transaction Statement PLEASE

Jevans
Level 3

I need a Customer Transaction Statement they shows the Open Balance on invoices

I was trying to add the Open balance of an invoice to the Transaction Statement.  Is this possible.  The OPEN Item statement does not show the details I was trying to provide to my customer.

Nick_M
QuickBooks Team

I need a Customer Transaction Statement they shows the Open Balance on invoices

Hi there, Jevans.

 

I'm happy to help you out this afternoon. The open item statement is a great place to start, I'm including a helpful article that highlights how to create and view customer statements. As far as the details that the Open Item Statement doesn't include, can you elaborate on what information you want included that's missing?

 

Thank you for your time and I look forward to your response. Have a lovely afternoon. 

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