Create a statement for a customer

You can send a statement as a reminder to a customer about previous activity. A statement includes the following types of transactions:

• Invoices, credit memos, and sales receipts you created
• Payments you received

You can create a statement for a customer from the individual customer record or from the Customers page.

From a customer record:

1. In the navigation bar, click Customers (or Invoicing > Customers, or Sales > Customers depending on what you see).

2. Click a customer name to open the customer's record.
3. Click New Transaction and then click Statement.
4. Set the statement criteria:
   • Statement type: balance forward, open item, or transaction.
   • Statement date: select a date or leave as is to use the current date.
   • Balance status: all, open, or overdue. (You can't select all for an open item statement.)
   • Start date and End date: select dates or leave as is to use the most current month.
   • If prompted, click Apply.
5. Click Print or Preview to preview the statements. If you plan to print the statement, and you’re satisfied with the preview, follow the instructions in the window to print the statement.
6. Click Save, Save and close, or Save and send.

If you click Save and send, QuickBooks will prompt you if the customer doesn't have an email address to send the statement to. You can add the email address right away, or clear the checkbox for the customer to create the statement without sending it.

From the Customers page:

1. In the navigation bar, click Customers (or Invoicing > Customers, or Sales > Customers depending on what you see).

2. Find the row for the customer you want the statement for.
3. Click the arrow beneath the ACTION column and select Create statement.
4. Once the Statements page appears, follow the earlier steps, starting with Step 4, to set statement criteria, preview, print, or save.

QuickBooks creates a statement for just that customer.

See also

Create multiple statements

Customize a statement

Statements overview