A warm welcome from the Community, and thank you for choosing QuickBooks. Don't worry. I will share information that could help you send statements to show your customers summaries of their invoices, payments, credits, and balances.
There are three types of customer statements in QuickBooks Online (QBO). You can send them to customers to remind them of their outstanding balances nearing deadlines.
I'll show you how to create Balance Forward, Open Item, and Transaction Statements:
- Go to Get Paid & Pay and select Customers (Take me there).
- Choose the checkboxes for the customers you want to make statements for.
- In the Batch actions dropdown ▼, click Create statements.
- In the Statement Type dropdown ▼, choose the customer statement type:
- Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
- Open Item: Lists all open, unpaid invoices from the last 365 days.
- Transaction Statement: Lists all transactions for the selected date range.
- Select the dates for the statements and the date range.
- Review the customer's email addresses.
- Click Save, Save and Close, Save and Send, or Print or Preview.
For detailed steps and additional information, refer to this article: Create and send customer statements in QuickBooks Online.
Moreover, this article may be of use in the future: Customise invoices, estimates, and sales receipts in QuickBooks Online. It contains information on how to personalise and add specific info to your sales forms.
Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!
