It's nice to have you join the Community space, JKPowell. I'll share some details on how to isolate your issue.
You can generate and send statement summaries to your clients to show their invoices, payments, credits, and balances. I'd be delighted to demonstrate how:
- Go to the Sales menu, then Customers.
- Choose the checkboxes for the customers you want to make statements for.
- Select Create statements in the Batch actions dropdown ▼.
- In the Statement Type dropdown ▼, pick the customer statement type: Balance Forward, Open Item, or Transaction Statement.
- Navigate the dates for the statements and the date range.
- Check the customer's email addresses.
- Hit Save, Save and close, Save and send, or Print or Preview.
To know more details, visit this article: Create and send customer statements in QuickBooks Online.
Moreover, if you do projects for customers and bill them as you go using progress invoicing, you can enclose an estimate summary on their invoices. It helps your customers track how much they have spent on their projects. Please refer to this article: Add project estimate summaries to a progress invoice in QuickBooks Online.
Please feel free to click the Reply button below if you have further QuickBooks-related concerns. I'm always available to assist you. Have a nice day, JKPowell.
