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February 3, 2024
Question

Can I turn a statement into an invoice?

  • February 3, 2024
  • 1 reply
  • 0 views
I'm running QBO on a Mac. I can create a detailed statement of unpaid invoices. How can I turn that into an invoice to be paid by my client?

1 reply

February 3, 2024

I appreciate posting to the Community, @GBTH.

 

Currently, the ability to directly convert statements into invoices is unavailable in QuickBooks Online. I understand how essential it is to manage customer invoices and send statements to your clients. Especially, when you need the statement to be converted into one invoice to show that it looks like a one new invoice transaction.

 

With this, I'd recommend sending a request to our product Developers so they can consider adding this in future updates. Please know that implementing this will be based on the number of customers requesting it.

 

Here's how:

  1. Go to the Gear icon and select Feedback under Profile.
  2. Enter your product comments and suggestions.
  3. Click Next to submit.

In addition, you may check this link to learn how to receive payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

 

Let me know if you have questions about invoice statements in QuickBooks Online (QBO). Please don't hesitate to comment down below. Stay safe.