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DebC-TSB
Level 3

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Hi,

 

Not sure if you figured out a way to do this but......

Quickbooks does have a customer type and you can use that as a "group function" in the customer statement options.

So... if you create one customer type, called "the 8th" for the 8th; and another for the 25th. You can filter the customers quickly and automatically batch/send statements in one shot.

It won't be done automatically, you'll have to access the customer statement screen; BUT you'll do it in 1 step once you get there!

 

Wishing you continued success in all you do,

Deb C.

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