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nancyl
August 6, 2020
Question

Can I run statements showing only pass due?

  • August 6, 2020
  • 1 reply
  • 0 views

When I run statements I start with the current date for statement date.  I check off all OPEN invoices and then I run it by Preferred Send Method. I do email, first then mail.  Our terms are net 10 days.  I always get complaints from customers because it show current and they don't want current invoices.  For example, this week I sent out statements on 8/4 and a customer received an invoice from 8/3.  What am I doing wrong? I have "all open transactions as of statement date" but nothing in the date section. Help please! 

1 reply

JenoP
JenoP
August 6, 2020

I'll help with your statement, nancyl

 

It's possible that the open invoices which are not yet due are still included when using the current date for statement date.

 

You'll want to Select Statement Period From, then enter the dates that does not include invoices that aren't past due. You can also select All open transactions as of Statement Date. Then, check the box for Include only transactions over _ days past due date and enter a number of days based on your preference. 

 

Once done, click Preview to check the list of invoices included in your statement. Let me share this article that talks about creating this type of document in QuickBooks: Create a billing statement.

 

Let me know if you have other questions. 

 

I
icolors
May 24, 2024

how can i email all past due statements in a batch instead of individually?

 

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