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H
h2o-pros
December 30, 2023
Question

I know how to create a customer statement, and email it to the customer ... but i would like to have the "Review & Pay" button attached to the email (like on invoices).

  • December 30, 2023
  • 1 reply
  • 0 views
The reason I need this is because when I email a customer their monthly invoice so they can pay online, and they have a previous open invoice, the amount the customer sees in the "Review & Pay" is only for the current month's invoice, and not the entire balance due.  

1 reply

J
jeanbiverly_
December 30, 2023

Hey there, @h2o-pros.

 

I understand how important this feature can be for your workflow. However, a customer's statement in QuickBooks Online (QBO) only provides customers with a summary of their invoices, payments, credits, and balances. For reference, you can visit this article: Create and send customer statements in QuickBooks Online.

 

Moreover, you can turn on the Account Summary option on your invoice template since you want the customer to see the entire balance due. It includes Balance Forward, Payments and credits, New charges, and Total amount due. I'd be glad to guide you through the steps.

 

  1. Go to the Gear icon and choose Custom form styles.
  2. Look for your invoice template, then select Edit from the Action dropdown menu. Or, you can click the New style dropdown menu, then pick Invoice to create a new custom template.
  3. Open the Content tab.
  4. In the form preview, pull up the Table section.
  5. Tick the Show on invoice checkbox.
  6. Hit Done.

 

For more detailed information, you can refer to this article: Add an account summary to an invoice in QuickBooks Online.

 

Just in case you want to create purchase orders and send them to vendors, you can check out this article for guidance: Create and send purchase orders in QuickBooks Online.

 

Please let us know if you have any other concerns besides customer statements. We've got your back.

H
h2o-prosAuthor
January 3, 2024

No, I did not get the answer I need. Possibly because I didn't do a good job of explaining what I need. I often need to email Statements but I need the 'Review & Pay' button attached to the email so my customer can pay via credit card.

Clark_B
Clark_B
January 3, 2024

Hello there, @h2o-pros.

 

I understand the importance of emailing customer statements using the feature Review & Pay button in QuickBooks Online (QBO). Let me share an insight about this feature you want to have in your QuickBooks account.

 

Currently, the feature to send customer statements through email using the Review & Pay is unavailable. For now, I recommend sending feedback. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team.

 

Here's how:

 

  1. At the upper right corner, click the Gear icon.
  2. Under the Profile, select Feedback.
  3. Enter your comments or product suggestions.
  4. Then, select Next to submit a feedback.

 

For more details about the feedback process, you can check this article: Submit Feedback.

 

You can also check this to track your request: Customer Feedback for QuickBooks Online.

 

I will also include a helpful article that guides you in creating purchase orders and sending them to your vendors: Create and send purchase orders in QuickBooks Online.

 

Please don't hesitate to leave a comment below, if you have further questions about customer statements or other QBO-related concerns. I'll be here to assist you.

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