I called customer service asking for what I thought should be a very easy statement or report to send to customers and they said IT has to create a custom one for me (which is amazing).  Here all what I want:  I accept retainers then bill my time at an hourly rate.  As is do work on a case on a day I then create an invoice that includes the date, product/service, a description, the QTY, rate, and total for that invoice.  Each day I work in the case is a separate invoice.

I need a statement that includes all invoices and payments for a given customer and that includes the product/service and description information for all invoices to date.  I cannot find how to create a statement I can mail that includes product/service and description.  I also need it to make clear to the client what they balance due is.

It is just hard for me to believe this is not a basic thing many business need and use.  They said statements in QB are not as detailed as invoices.