All you have to do is customize your Invoice to show “Account summary” by going through newly designed Custom Form Styles. See attached screenshots. From the home page screen > company gear (upper right corner) > custom form styles > edit (under Action column) > next > Make adjustments > show tables > select “account […]
From the home page screen Select the blue navigation bar on the left Select “Customers” which is Customer Center page Locate and Select Customer to print/send Statement You are at a specific customer’s transactions page now. GO to “Create new” blue button at the middle-right section. Select “Statement” from the drop-down create new selector Choose […]
I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?
From the Homepage screen Click “+” sign (top middle) Select “Statement” under Other header How to email statement to a customer? Select “Edit” under Delivery Method column Default could be “None” Select “Email” from the pop up screen and follow the instructions Select “Create/Send Selected Statements” button It will send email and will end with […]
My customer would like for me to give them a print out of their payment and invoices statement of the last quarter. How do I do this?
In order to provide your customer the most information in the easiest to read format, create statements for your customer. You can do that from the home page screen by clicking on the create button at the top of the screen (the “+” sign) and selecting “Statement” under the “Other” header (If you don’t see […]