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March 16, 2021
Question

How to create groups of customers so i can send statement different times for some customers

  • March 16, 2021
  • 1 reply
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1 reply

MJoy_D
March 16, 2021

I can share some information with creating customer groups, @jolantadixon.

 

You can create and send customer statements individually. A summary of their invoices, payments, credits, and balances. The feature to create groups of customers is currently unavailable in QuickBooks Online (QBO) UK. 

 

The feature to create customer groups in QBO UK will be a great addition to the current features that we have, so I'll take note of it. For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

In the meantime, you can send them customer statements individually. Here's how:

 

  1. Go to the Sales menu and choose the Customers tab.
  2. Select the checkbox for the customer you want to make statements for.
  3. In the Batch actions dropdown ▼, click Create statements.
  4. Review the customer's email addresses.
  5. Pick SaveSave and closeSave and send, or Print or Preview once you're done. 

Here's a guide to help you create, view, or customise your statements by going to this article: Create and send customer statements in QuickBooks Online

 

You can always check this article for more information on how to add, edit, delete, or merge customers: Add and manage customers in QuickBooks Online.

 

Let me know if you need further help in managing your customers, I'm always here ready to answer them for you. Take care and have a great rest of the day!