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When I run statements I start with the current date for statement date. I check off all OPEN invoices and then I run it by Preferred Send Method. I do email, first then mail. Our terms are net 10 days. I always get complaints from customers because it show current and they don't want current invoices. For example, this week I sent out statements on 8/4 and a customer received an invoice from 8/3. What am I doing wrong? I have "all open transactions as of statement date" but nothing in the date section. Help please!
I'll help with your statement, nancyl
It's possible that the open invoices which are not yet due are still included when using the current date for statement date.
You'll want to Select Statement Period From, then enter the dates that does not include invoices that aren't past due. You can also select All open transactions as of Statement Date. Then, check the box for Include only transactions over _ days past due date and enter a number of days based on your preference.
Once done, click Preview to check the list of invoices included in your statement. Let me share this article that talks about creating this type of document in QuickBooks: Create a billing statement.
Let me know if you have other questions.
how can i email all past due statements in a batch instead of individually?
How can i email past due statements in a batch?
Hi there, icolors. I'll walk you through how to send batch past-due statements via email. By selecting the correct date range, this goal can be effectively achieved.
If you want to email past-due date statements to your specific customer by batch, follow these steps:
Meanwhile, if you mean to send past-due date statements to different customers by batch, you can follow steps 1 to 4 above. Then, review all selected items. After that, click Send now.
For future reference, you can visit these resources to manage your sales forms in QuickBooks Desktop:
That should ensure you can send past-due statements by batch. If you need additional help with this matter, I got you covered. Stay safe, and best wishes!
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