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:
- Select Customers from the top menu, then choose Create Statements.
- Set the appropriate dates from the Statement Period From option.
- Choose the customers you want to print statements for.
- Choose the desired settings from the Additional Options section.
- Click Print or E-mail depending on how you want to send the statements to your customers.
Take a look at my screenshot below:
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.
