How to make a statement for a customer showing paid items from a the list of paid invoices

Thanks for posting here in the Community space, @bigbarns1. Let me give you insights about statements in QuickBooks Online (QBO).

In QBO, you can create a statement and send it to your customers for a detailed reminder about their upcoming deadlines. There are three options you can choose when making a statement. Here are the following:

• Balance Forward: Invoices and payments list with outstanding balances for a specific date range.
• Open Item: Lists with open and unpaid invoices for the last 365 days.
• Transaction Statement: List of all transactions of the selected date range.

In your case, you can create a statement and choose the Transaction statement. However, you'll be able to see all the paid and unpaid invoices. Paid invoices will have a shown amount in the Received column, and unpaid will show zero amount. I'll show you how:

1. In Customers, choose the customer you want to make statements for.
2. In the batch actions dropdown, click Create statement.
3. From the statement type dropdown, select Transaction Statement.
4. Decide a date range in the Date dropdown.
5. Once done, click Save, Save and Close, Save and Send, or Print or Preview.

See the attached photo for a reference of the Transaction Statement.

If you want to send a statement that only includes paid items from a list of paid invoices, there are third-party applications that can help you achieve this goal. I also recommend sending feedback to our developer team to notice your need for this feature in QBO.

On the other hand, you may also visit this article as a reference when personalizing your sales forms using QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Have a reply below for more questions about creating a statement in QBO. I'll get back to you. Have a good one!