Thanks for joining the Community, new2this2.
When customers have outstanding balances or invoices that will soon be overdue, you can send them a statement. Statements are gentle, detailed reminders about upcoming deadlines.
There's three types of statements available in QuickBooks. If your sub-customers are marked as Bill parent customer, you can create a statement for the parent customer and it will show all invoices for your parent and sub-customer. In the event a sub-customer isn't billed with its parent, you won't be able to create a statement for your sub-customer.
If you'd prefer to, you can create multiple statements for different customers at the same time.
Here's how:
- In your left navigation bar, go to Sales, then Customers.
- Tick the checkboxes for each customer you want to create a statement for.
- From your Batch actions ▼ drop-down list, click Create statements.
- Use the Statement Type ▼ drop-down to choose a statement type. Balance Forward lists invoices and payments with outstanding balances for a specific date range. Open Item lists all open, unpaid invoices from the last 365 days. Transaction Statement lists all transactions for the specified date range.
- Enter a date range using your Date ▼ drop-down.
- Review the customer's email address(es).
- Select Save, Save and close, Save and send, or Print or Preview.
After creating a statement, if you change a transaction on it, it will update automatically to match your changes.
If you're in need of any assistance with best practices when it comes to managing your books, there's an awesome service called QuickBooks Live Expert Assist. Each live expert can help guide you through making the most of QuickBooks.
I've also included a couple detailed resources about working with invoices and statements which may come in handy moving forward:
I'll be here to help if there's any additional questions. Have a lovely Thursday!
