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August 11, 2022
Question

Is there any way to attach the invoice copy with the customer statement with Quickbooks online?

  • August 11, 2022
  • 1 reply
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1 reply

August 11, 2022

Hi janice31,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Online has the options you need to complete your daily goals faster.  I'd be happy to help!

 

Although you wouldn't be able to add an invoice as an attachment to a statement, you can attach the statement to the invoice.   

 

Here's how to Create the Statement;

1. From the left menu select Customers 

2. Checkmark the box beside the Customer you want to make a statement for

3. From the Batch actions dropdown ▼ select Create statements

4. Choose the Statement Type and select the customer statement type:

  • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
  • Open Item: Lists all open, unpaid invoices from the last 365 days.
  • Transaction Statement: Lists all transactions for the selected date range.

5. Enter the date for the statement

6. Review the customer's email address

7. Select Print or Preview

8. Download the statement to a folder for quick access

 

Here's a helpful guide for adding attachments in QuickBooks Online.  Another helpful article is how to add an account summary to an invoice.

 

Feel free to reach back out if you have any other questions.  We're here for you!