I want to send my customers a statement of account listing overdue invoices and adding interest how do I do this ?

Hi userchrislafrance48,

Welcome to Community!  Sending your customers a statement of their account to include all overdue invoices and applicable fees, is a great way to keep them informed and up to date.  With QuickBooks Online, we've made this possible.  I'd be happy to show you how!

If you haven't already, you'll need to create an item for the interest fees.  Here's how:

1. From the Gear icon, in the top right of your account, choose Products and Services.

2. Select New.

3. Choose Non-inventory or Service.

4. Give the interest a Name

5. Pick the Income account, then hit Save and close.

To add this to existing invoices go to:

1. Sales from the left navigation menu

2. Select Invoices at the top of the page

3. From the Status menu, use the drop-down arrow and click on Overdue

4. Pick your Date Range

5. Choose the invoice and from the drop-down arrow to the right, hit View/Edit

6. On the next line, enter the new Interest item you created and the Amount

7. Click Save and Close

You'll also be able to add the item to any new invoices as well.

Let's ensure the information appears on the customer statements by following these steps:

Go to the Gear icon, top right

Select Custom Form Styles

Click Edit on your standard or default form

Choose the Content tab

Hit the Edit icon to the far right of the middle section of your form

Under the Account Summary, checkbox Show on Invoice

Be sure to click Done

When you're ready to send your statement to your customer, you can do this in minimal steps from the +New icon > Statement  > select the Recipients in the list and then click the print/preview option in the bottom task bar.  Once you've review and approve the information, you're ready to send the statements to your customers!

Please don't hesitate to reach back out if you have any other questions.  We're here for you!