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vpcontroller
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For future reference, you can check this article: How to create memorized A/R reports with email reminders.

 

 


@JanyRoseB

 

This future reference article has NOTHING TO DO with how to automatically send statements to customers. This is mainly for internal reporting.

 

@Mrjan

 

Currently, such an option to automatically send customer statements is not available in QBO yet.

They have recently added a new feature template on sending customers about their past due invoices (but not for statements that you want). This feature is still at the QuickBooks Labs.

 

If you're sending feedback requests for adding a new template on automatically sending customer statements, this's where you should send that counts! Hopefully!

 

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