Let me help, @ltesterman.
Yes, there's a way to show the credit memos in a statement. You can view this by selecting the Balance Forward type of statement.
Here's how:
- Go to Create/Plus icon and select Statement under Other.
- Click the drop-down arrow for Statement Type and select Balance Forward.
- Select the Start Date and End Date.
- Click Print or Preview to show the breakdown of your invoices.
There are three types of statements you can choose from in QBO. To know more about the types, you can refer to this article: Create customer statements.
You can also open a report showing all your invoices and received payments. Just go to Reports and type in Invoices and Received Payments on the search bar. If you want to customize your report, you may check this helpful link: Customize Reports.
That should do it. If you have other questions about your customer's statements, do let me know. I'll be around to help.
