You use this window to enter the information that QuickBooks needs to create
This date is displayed on the top of the printed statements and in the
"Billed Date" field of each customer's register.
Changing this date changes the date due for statement charges.
Use these fields to indicate the date range of the statement charges that
you want to print.
For example, to print statements for all charges entered in the month of
January, &thisyear;, enter 1/1/05 in the Dates From field, and 1/31/05 in the To
When you print statements, QuickBooks normally includes only those charges
that you entered after the date of the last statement up through today.
Postdated charges and older charges are not displayed unless you specifically
change the date range of the statement to include them or change the date on
All open transactions
Click to include all open transactions as of the statement date. If you
choose this selection, you can also filter the transactions according to the
number of days past the due date.
To do this task
Select the checkbox.
Enter the number of days.
View Selected Customers
Displays the list of customers for whom you've chosen to create
Use this drop-down arrow to select the template that you want to use when
printing statements. You can use the templates that came with QuickBooks, or
you can create your own.
Click this button to open the Customize template window where you can:
Edit the selected statement template
Create a new statement template based on the one you selected
Go the template list and use advanced options
Note: To find a predesigned statement template, click Download
Templates from the Template drop-down list.
Create one statement
Choose whether to create one statement per customer or per job by selecting
from this drop-down list.
Print statements by zip code
Select this checkbox if you want to print statements by zip code in the
customer's billing address. Printing in zip code order enables you to do
batch mailings to groups of customers with the same billing address.
Don't create statements...
These options enable you to filter statement creation according to your
needs. You can send statements only to customers who owe more than a specified
amount and, therefore, skip sending statements to those customers whose
balances are less. You can also prevent statements from being created for those
customers with no balance and, therefore, avoid creating blank statements. The
option to skip inactive customers is used to filter the list when you select
all customers, customers of a particular type, or customers with a preferred
Select a checkbox to exclude statements when:
Customers or jobs have a zero balance due for the period you chose
The balance for customers or jobs is less than an amount you specify in the
Customers or jobs have no account activity for the period you chose
Customer is marked inactive on the Customers & Jobs list
Click this button to charge customers for late payment. QuickBooks can
assess finance charges on any late customer payments.
When you assess finance charges, QuickBooks creates an invoice for each
customer's finance charge and increases the accounts receivable for that
If you use billing statements, don't print the finance charge invoice
that QuickBooks creates. When you send your next statement after assessing
finance charges, the finance charges will be reflected on the statement, along
with any other statement charges.
Enables you to set up your message before sending it. You can change the To
and From addresses, change the body of the cover note, and change other
Enter statement charges
Enter customer payments
Write collection letters using