Sending Statements to Customers
Overview
The statement is a type of reminder of an overdue invoice. QuickBooks provides an option to send statements to customers in order to up-to-date them by reminding them about overdue balances and it listed the statements of the owe charges by customers. Statements are of two types: (a) ‘open statement’ shows the transactions which open on the statement date. (b) ‘Activity-based’ keeps records of customer activity over intervals of time with payments and credits.
Steps To Create Statement For Customer In QuickBooks
- Go to Quickbooks homepage and a select statement from the customer’s page.
- There displayed a statement form on your home screen.
- Now select various options in a statement form, including the customer’s name, billing address, quantity, information about services/products, enter payment terms, rate, amount, email address, and number.
- You can select your desired style and multiple customers.
- After completing with given information fields, click to ‘preview’ your statement edits the data carefully and accurately.
- Once finished with a check, you can print or mail the editorial statement to selected customers.
- Then click ‘save and close’ and ‘save and end’ for a successful sending statement.
Importance of Sending Statements To Customers
- It facilitates users to email statements to customers. And saves postage time, increases you to get paid faster by customers.
- It up-to-date your financial statements at regular intervals that reflect the change in your account receivables and account balances.
- It helps in sending statements from QuickBooks, boost your efficiency, and save business tremendous amounts of time and money.
- It provides a track over all your transactions separate and maintains records up to date with detailed information.
