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A
arkvalleyinfo
January 8, 2019
Question

Is there a way to create a statement for a sub-client in QB Online?

  • January 8, 2019
  • 1 reply
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Original commenter did not share additional details

1 reply

A
Anonymous
January 8, 2019

Hello michele5,

 

There's a way to create a statement for your sub-client. Please follow these steps:

  1. Click on Sales.
  2. Select Customers.
  3. Select the sub-client.
  4. Click on Batch actions.
  5. Select Create statements.
  6. Choose the Statement Type, enter the Statement Date, Start Date and End Date. 
  7. Click on Print or Preview.

Let me know if you have any questions. Thanks!

J
jaid28
May 30, 2019

Please see the attachment in regards to the above listed topic.  

katherinejoyceO
katherinejoyceO
May 30, 2019

A wonderful day to you, @jaid28.

 

I appreciate you for sharing detailed information. It seems that the sub-customer was set to Bill with parent, which is why the statement shows a zero balance.

 

To correct this, let's go to your customer information page and switch settings to Bill this customer.

 

Here's how:

 

1. Hover your mouse on the Sales tab at the right panel.
2. Select Customers.
3. Click on the sub-customer's name.
4. Click the Edit button at the top right.

 

Under Is sub-customer, one of the drop-down boxes was named for a specific customer. Click on the 2nd box and choose Bill this customer. Then, click Save.

 

That should let you create and print a statement showing your sub-customer's overdue balance.

 

For future reference about creating, managing, editing and customizing your statements, you can also check this article link: Create and manage statements.

 

Feel free to post here in Community if you have other concerns. Cheers!

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