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ldavis
January 8, 2020
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Can we create statements for our customers with an option to pay off their invoices?

  • January 8, 2020
  • 3 replies
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Original commenter did not share additional details
    Best answer by JaneD

    Creating a customer's statement with a payment option is currently unavailable in QuickBooks Online (QBO), ldavis.

     

    Our product engineers are always on the lookout for ways to give you the best experience in using QBO. I'll send your idea directly to them, so they'll be able to review and put this to work in the future.

     

    You can check out our QuickBooks Blog to stay current on all the product updates and announcements.

     

    Let us know if you have any other concerns. We'll be here to help. Have a wonderful day.

    3 replies

    JaneD
    JaneDAnswer
    January 8, 2020

    Creating a customer's statement with a payment option is currently unavailable in QuickBooks Online (QBO), ldavis.

     

    Our product engineers are always on the lookout for ways to give you the best experience in using QBO. I'll send your idea directly to them, so they'll be able to review and put this to work in the future.

     

    You can check out our QuickBooks Blog to stay current on all the product updates and announcements.

     

    Let us know if you have any other concerns. We'll be here to help. Have a wonderful day.

      J
      Jud Whidden
      July 29, 2021

      We definitely need this. Any update?

        Tori B
        Tori B
        July 29, 2021

        Hey there, @Jud Whidden. 

         

        Thanks for following the thread. 

         

        We do have the option to create and send customer statements in QuickBooks Online. When customers have outstanding balances or invoices that will soon be overdue, you can send them a statement. There are three different types of customer statements in QBO. 

         

        • Balance Forward
        • Open Item
        • Transaction Statements

        Here's how you can create a customer statement:

         

        1. From the Sales menu, click on the Customers tab. 
        2. Select the checkboxes for the customers you want to make a statement for. 
        3. In the Batch actions dropdown menu, hit Create statements. 
        4. From the Statement Type dropdown, choose the statement type. 
        5. Pick the dates for the statements and the date range. 
        6. Check the customer's email address and select Save, Save and close, Save and send, or Print or Preview. 

         

        That's all there is to it. Check out Create and send customers statements in QuickBooks Online for more details about this process. 

         

        Please let me know if you have additional questions or concerns. I'm happy to lend a hand anytime. Have a great day! 

        C
        cto-smtexas-org
        March 2, 2022

        I would definitely like to see this happen!

          Fiat Lux - ASIA
          Fiat Lux - ASIA
          March 3, 2022

          QB Payment doesn't offer yet such feature. You may find it in a 3rd party merchant service and it supports QBO/QBD.

          R
          redjed
          August 19, 2022

          Years later and no fix. Just spend an hour on the phone with them and they told me to use a payment link. I have too many customers that pay by statement and this is no viable option. I'm very disappointed that this is being overlooked. I guarantee that if Intuit was sending statements to receive payments from us (their customers) that this would have been solved years ago. 

            Adrian_A
            Adrian_A
            August 19, 2022

            Hello redjed,

             

            I hear your sentiments about the option to use a payment link when paying customer statements.

             

            As of now, this option isn't available in QuickBooks Desktop. I'm also unable to provide an exact turnaround time on when such a feature like this will be added to the program.

             

            With that said, I'd recommend sending a feature request to our developers team. Let me guide you with these steps:

             

            1. From the Help menu, select Send Feedback Online.
            2. Click Product Suggestion.
            3. On the Product Area section, choose Customers & Sales.
            4. Enter a brief description of how you want to include a payment link in a customer statement.
            5. Select Send Feedback.
            6. Click Close Window.

             

            I've also added this link that has detailed information on how you can maximize the functionality of QuickBooks Desktop: Help Articles in QuickBooks Desktop.

             

            Feel free to get back to our thread whenever you have additional or different concerns with your QuickBooks file.

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