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n_pacdoor
March 4, 2024
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Customize customer statements to show all open invoices

  • March 4, 2024
  • 2 replies
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Looking to change customer monthly statement from balance forward to showing all open invoices in QB Enterprise

    Best answer by JamaicaA

    It's great to see you here, @n_pacdoor. It's my pleasure to walk you through creating a customer statement with open invoices in QuickBooks Desktop Enterprise.

     

    Let's go to the Customers menu and follow the steps below:

     

    1. Click the Customers menu and select Create Statements.
    2. On the new pop-up window, specify the statement Date and Period. 
    3. Tap the All open transactions as of Statement Date.
    4. Choose a customer or pick other options.
    5. Personalize your statement in the Additional Options section.
    6. Once done, click Preview, Print, or E-mail.

     

    Here's an article to learn more about summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Desktop.

     

    To familiarize various ways you can track entries, check out this reference: Get started with customer transaction workflows in QuickBooks Desktop.

     

    I encourage you to post back to this thread for any other invoice concerns. I’m always here to assist you further. Have a great day!

    2 replies

    BigRedConsulting
    BigRedConsulting
    March 4, 2024

    Sounds good.

    J
    JamaicaAAnswer
    March 4, 2024

    It's great to see you here, @n_pacdoor. It's my pleasure to walk you through creating a customer statement with open invoices in QuickBooks Desktop Enterprise.

     

    Let's go to the Customers menu and follow the steps below:

     

    1. Click the Customers menu and select Create Statements.
    2. On the new pop-up window, specify the statement Date and Period. 
    3. Tap the All open transactions as of Statement Date.
    4. Choose a customer or pick other options.
    5. Personalize your statement in the Additional Options section.
    6. Once done, click Preview, Print, or E-mail.

     

    Here's an article to learn more about summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Desktop.

     

    To familiarize various ways you can track entries, check out this reference: Get started with customer transaction workflows in QuickBooks Desktop.

     

    I encourage you to post back to this thread for any other invoice concerns. I’m always here to assist you further. Have a great day!

    N
    newyorktutor
    October 1, 2024

    Is it possible to create a statement showing all open invoices in QuickBooks Online?

    thank you

    S
    Shania_C
    October 1, 2024

    Hi there, @newyorktutor.

     

    Let me outline the steps to accomplish the task of creating a statement showing all open invoices in the QuickBooks Online (QBO) account.

     

    1. At the left navigation panel select Sales, then choose Customers
    2. Choose a customer you want to create a statement
    3. Click the New Transaction button and choose Open item from Select a statement Type.
    4. Then Save.

     

    For more detailed information about this you can this article:  Create and send customer statements in QuickBooks Online.

     

    Additionally, here are some articles you can check to help you learn how to receive and record invoice payments and create single and import multiple sales receipts in QuickBooks Online:

     

     

    Let me know in the comments if you have other concerns about the customer statement, I'll make sure to get into it as soon as possible. Keep safe, @newyorktutor.

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