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I'm here to share some details in generating separate charges on the statement, accounts492.
The purpose of adding sub-customers is to make their information appear on the same invoice. Therefore, when they are marked, "Bill with parent", we're unable to generate separate charges on the Statement window.
To view their charges separately, I'd suggest marking your sub-customer as "Bill this customer". Here's how:
- Go to the Sales menu and then select Customers.
- Locate the sub-customer, then click to open.
- Select Edit.
- On the Is sub-customer section, click the Bill with parent drop-down menu.
- Then, select Bill this customer.
- Once done, click on Save.
Once done, you can create a separate statement.
Additionally, I've added an article that'll help you personalize your sales forms in QuickBooks Online. This helps you decide what info your customers see and only add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.
I'm only a post away if you need more help in creating a statement in QuickBooks, accounts492. It's always my pleasure to help you out again.
