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Is there a way to automatically send out a customer statement at the end of the month
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Hello Metal girl,
I hope you're having a fabulous evening. I want to welcome you to the QuickBooks Community. QuickBooks Desktop is a powerful program with many options. Automating statements is only one. I can provide you with the information to set these up.
This article, Create automated payment reminders for invoices and statements, goes through automating statements as payment reminders. You'll need to create a customer group and then set the schedule for the group, and all the steps are included in the article.
If you require any further assistance, reach back out. Take care.
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