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nagalavanya
Level 1

I want to send the existing customer balance estimate newly created in one report to client so that he pays both. Any statement like this?

 
1 Comment 1
CharleneMaeF
QuickBooks Team

I want to send the existing customer balance estimate newly created in one report to client so that he pays both. Any statement like this?

I know the best way to send the balance of the estimates to your client, nagalavanya. I'll be glad to show you how.

 

Let's create and send a Customer Statement to your client in QuickBooks Online. This way, they'll be able to pay all the transactions. 

 

Here's how: 

 

  1. Go to the Sales menu and then select Customers.
  2. Locate the client's name and place a checkmark beside it.
  3. Click the Batch actions drop-down menu.
  4. Select Create statements.
  5. On the Statement Type drop-down menu, select Transaction Statement.
  6. Enter the correct date of the transactions.
  7. Choose the Statements available tab.
  8. Once done, click on Save and send.

 

For more tips about creating and personalising your estimates, I'd suggest checking out these resources:

 

 

Additionally, I've included an article that'll help you split an estimate into as many invoices as you need. This keeps your payments organised and connected from start to finish: Set up and Send Progress Invoices.

 

I'm only a post away if you need more help in completing your other tasks in QuickBooks, nagalavanya. It's always my pleasure to help you out again.