Statements

Thank you for posting here in the Community, @tltistle.

It would be my pleasure to walk through the step-by-step instructions on how to create a customer statement for open invoices in QuickBooks Online (QBO).

Here's how:

1. Go to the Sales tab located in the upper left corner, then select Customers. 

2. Locate the customer's name, then click the small drop-down arrow under ACTION. 

3. Choose the Create Statement menu.

4. In the Statement type drop-down, pick Open Item. 

5. Click Print or Preview to check the transactions.

6. Hit Save and Send. 

For information about creating a statement in QBO, please browse this article: Create and view customer statements.

To learn more about how to set up recurring transactions, add template, and other related topics in QBO, check this article: Create recurring transactions.

Please know that I'm just a post away if you have any other questions in QuickBooks. It'll always be my pleasure to help. Have a great day ahead.

Hi, @tltistle.

Hope you're doing great. I wanted to see how everything is going about creating a customer statement for the open invoices you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!