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Thanks for joining this thread, @MADCO-US.
You can create statements to show the outstanding balance or invoices that will soon be overdue. There are three types of customer statements that you can use in QuickBooks the Balance Forward, Open Item, and Transaction Statements.
To create a customer statement, please follow the steps below:
- Go to the Sales tab located in the upper left corner, then select Customers.
- Locate the customers' names, then click the small drop-down arrow under ACTION.
- Choose the Create Statement menu.
- In the Statement Type dropdown ▼, select the customer statement type:
- Select the dates for the statements and the date range.
- Review the customer's email addresses.
- Select Save and close or Print or Preview.
For detailed steps, check out this article: Create and send customer statements in QuickBooks Online. It also contains steps on how to view current customer statements and customize them.
Additionally, I've added these articles on other ways to convert estimates and how to personalize information to your sales forms:
- Copy an estimate to a purchase order
- Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.
If you have follow-up questions about the process above or other QuickBooks concerns, let me know by commenting below. I'm more than happy to answer it for you. Have a nice day.