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Send summary statements to customers

As you enter invoices and customer payments, QuickBooks tracks the information to create summary statements that you can send to your customers. Summary statements are like a mini-report of the charges and payments made on a customer's account; you just review them, decide whether to add finance charges, and then print them.

To print summary statements for your customers, go to the Customers menu, choose Create Statements, and then select the option you want.

Do not confuse summary statements with billing statements.

A billing statement is a second method QuickBooks provides for you to bill your customers (invoices are the other billing method). You should choose whether to use invoices or billing statements and use that method consistently.

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