It's good to have you here, @Vincento1. Let me help you create a customer statement inside QuickBooks Online (QBO).
In QBO, you can create a statement to show a concise list of invoices, payments, credits, and balances. You can send customers a customer statement to remind them about the upcoming due of their payments. To know how to create it inside QBO, follow the steps below:
- In Sales, click Customers.
- Choose the customers you want to make the statement for by clicking the checkboxes.
- Select Create statements from the Batch actions dropdown.
- From the Statement Type dropdown, choose the customer statement type:
- Open Item: Lists of unpaid invoices from the last 365 days.
- Balance Forward: Lists of payments and invoices with the current balance for the specific date range.
- Transaction Statement: Transaction lists of the selected date range.
5. Decide the dates for the statement and its date range.
6. Check the customer's email addresses, and once done, click Save and send.
For customizing your statements, I recommend visiting this link to help you further on how: Create and send customer statements in QuickBooks Online.
Moreover, scan this article to help you manage customers inside QBO: Add and manage customers in QuickBooks Online.
Don't hesitate to reply to this post for more questions about customer statements in QBO. I'm always here to assist. Have a good one!
