Are you trying to create a customer statement? Maybe a customer has a requested a copy of his or her purchases, or perhaps a customer has an unpaid bill of which you’d like to remind him or her. With a customer statement, you can perform these other related tasks. A customer statement is a transactional record of a customer’s balances or invoices. Assuming you use Quickbooks, you can create a customer statement in just a few easy steps.
Steps to Creating a Customer Statement
To create a customer statement, log in to your Quickbooks account and click the “Sales” menu, followed by the “Customers” tab. You should now see a list of all your business’s customers. Locate the customer for whom you are creating the statement and click the box next to his or her name. If you’re creating a statement for multiple customers, place a checkmark in the boxes next to all their respective names.
After selecting one or more customers, click the “Batch actions” menu and choose “Create statements.” You can then select the type of statement that you’d like to create, such as balance forward, open item or transaction. After selecting a date range and verifying the data, you can select from one of the following options: save, save and close, sand and send or print.
How to View Existing Customer Statements
Now that you know to create customer statements, you might be wondering how to view them. You can find all your previously created customer statements under the “Sales” menu. From the home screen of Quickbooks, click the “Sales” menu and choose “All sales.” Next, go to the “Filter” menu and select “Statements” under “Type.” You can then select an appropriate date range — the date range for the customer statement that you are trying to view — followed by the customer or customers.
You should now be able to open and view the customer statement. You’ll also see an option to delete the customer statement. If you no longer need a customer statement, you can choose this option to remove it from your Quickbooks account.
Quickbooks also allows you to customize customer statements. To customize a customer statement, click the “Edit” button next to it under the “Statements” section. After making the desired changes to it, click “Save” to complete the editing process.
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