Hi there, @Procradminator. Let me share with you some information about sending customer statements in QuickBooks Online (QBO).
At this time, we're unable to send a scheduled monthly statement for each customer. You'll have to check each client with open balances or receivables. Then, send the sales form manually.
Here's how:
- Sign in to QuickBooks.
- Go to the Sales menu and select the Customers tab.
- Select the checkboxes for the customers you want to make statements for.
- In the Batch actions dropdown, select Create statements.
- In the Statement Type dropdown, select the customer statement type:
- Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
- Open Item: Lists all open, unpaid invoices from the last 365 days.
- Transaction Statement: Lists all transactions for the selected date range.
- Select the dates for the statements and the date range.
- Review the customer's email addresses.
- Tap on Save and send.
You can also learn more about customising your form templates from here: Create and send customer statements in QuickBooks Online.
On the other hand, you can get more tips about creating recurring or scheduled invoices and other transactions from here: Create recurring transactions in QuickBooks Online.
If you have any other follow-up questions, let me know by adding a comment below. I'm more than happy to help. Have a good one!
