KlentB
Moderator

Payments

I can help you with that, SSTP.

 

You can select the Statement Period option to generate a balance forward statement. This way, your customers will able to see the list of their invoices and payments with balance for the date range selected. Here's how to do it:

 

  1. Select Customers from the top menu, then choose Create Statements.
  2. Set the appropriate dates from the Statement Period From option.
  3. Choose the customers you want to print statements for.
  4. Choose the desired settings from the Additional Options section.
  5. Click Print or E-mail depending on how you want to send the statements to your customers.

Take a look at my screenshot below:

 

Statement.PNG

 

Creating billing statements is just a part of the Accounts Receivable workflow in QuickBooks Desktop. I encourage reading this guide to learn the different ways on how you can track customer transactions in the program.

 

If I can be of any other help, please don't hesitate to drop a reply below. I'll always have your back.