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ystagency
Level 1

Is there a way to generate a link for a customer to view their open statement at any time?

We would like customers to be able to see what invoices they have open or overdue without us needing to generate a report each time. Is there a customer statement link that can be generated to update dynamically?
2 Comments 2
FritzF
Moderator

Is there a way to generate a link for a customer to view their open statement at any time?

Greetings, @ystagency.

 

Welcome, and thanks for visiting the Community. I can share information about generating customer statements in QuickBooks Online (QBO).

 

Yes, there is a way! QBO has a feature that will let you send statements to show customers summaries of their invoices, payments, credits, and balances.

 

Here's how to do it:

 

  1. In QBO, go to the Sales menu at the left pane.
  2. Proceed to the Customers tab.
  3. Place a checkmark on the customers you want to make statements for.
  4. In the Batch actions drop-down, select Create statements.
  5. In the Statement Type drop-down, choose the customer statement type you'd like to send.
  6. Select the dates for the statements and the date range.
  7. Review the customer's email addresses.
  8. Hit Save and send.

 

You can also view current customer statements, as well as customize them. Please check out this article for the detailed steps on how: Create and send customer statements in QuickBooks Online.

 

Once you're ready to receive customer payments in the future, you may visit this article for further guidance: Take and process payments in QuickBooks Online.

 

Please click the Reply button below if you have some follow-up questions about customers or anything else. I'll be around to help. Have a great day.

Fiat Lux - ASIA
Level 15

Is there a way to generate a link for a customer to view their open statement at any time?

@ystagency 

You can utilize a free invoicing app with the customer portal and integrate it with your QBO.

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