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What's important about the Create Statements window

You use this window to enter the information that QuickBooks needs to create statements.

Statement Date

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.

Statement Period

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 field.

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 the charge.

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

  1. Select the checkbox.

  2. Enter the number of days.

Select Customers

Select Customers

View Selected Customers

Displays the list of customers for whom you've chosen to create statements.


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.

Customize button

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 send option.

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 field

  • Customers or jobs have no account activity for the period you chose

  • Customer is marked inactive on the Customers & Jobs list

Finance Charges

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 customer.

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 options.

See also

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