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Harpo1460
March 18, 2023
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Customer Overpayment/Prepayment on Statement

  • March 18, 2023
  • 1 reply
  • 0 views

When I create Customer Statements, I want to show the "true status" of their account. If they owe me money, I want to show the net amount that they owe me.  If they have overpaid, I want to let them know that too.

 

With Quickbooks Online I can't seem to show open credits or negative balances.  Are there settings to allow that?

Best answer by DebSheenD

Hello there, @Harpo1460. Hope you're doing well.

 

I can see how beneficial for you and your business to display this information. I'm here to help you create statements with due dates and balances in QuickBooks Online (QBO).

Here's how:
 

  1. Tap Sales, then Customers.
  2. Select the checkboxes for the customers you want to make statements for.
  3. In the Batch actions dropdown ▼, select Create statements.
  4. In the Statement Type dropdown ▼, select 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.
  5. Choose the dates for the statements and the date range.
  6. Review the customer's email addresses.
  7. Select Save, Save and close, Save and send, or Print or Preview.

 

Also, check this article for additional information: Create and send customer statements in QuickBooks Online. 

 

Additionally, you can customize your sales forms like invoices, quotes, and sales receipts. This is to add information that matters most to your business. For the step-by-step guide, refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It also includes details about editing custom templates.

 

You can always comment below if you have other concerns or follow-up inquiries about managing customer forms in QBO. I'm just around to help. Take care always.

1 reply

D
DebSheenDAnswer
March 18, 2023

Hello there, @Harpo1460. Hope you're doing well.

 

I can see how beneficial for you and your business to display this information. I'm here to help you create statements with due dates and balances in QuickBooks Online (QBO).

Here's how:
 

  1. Tap Sales, then Customers.
  2. Select the checkboxes for the customers you want to make statements for.
  3. In the Batch actions dropdown ▼, select Create statements.
  4. In the Statement Type dropdown ▼, select 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.
  5. Choose the dates for the statements and the date range.
  6. Review the customer's email addresses.
  7. Select Save, Save and close, Save and send, or Print or Preview.

 

Also, check this article for additional information: Create and send customer statements in QuickBooks Online. 

 

Additionally, you can customize your sales forms like invoices, quotes, and sales receipts. This is to add information that matters most to your business. For the step-by-step guide, refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It also includes details about editing custom templates.

 

You can always comment below if you have other concerns or follow-up inquiries about managing customer forms in QBO. I'm just around to help. Take care always.

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