How to create a Statement for a sub-customer / sub-client in QB Online

Here’s how to create a statement for a sub-customer or sub-client in QBO:

  1. Hover your mouse on the Sales tab on the left Dashboard.
  2. Select Customers.
  3. Click on the sub-customers name.
  4. Switch to the “Customer Details” tab.
  5. Click the Edit button at the top right.
  6. Now you’re on Customer information window.
  7. Under “Is sub-customer”, one of the drop-down boxes was named for a specific customer. Click on the 2nd box and choose Bill this customer. Then, click Save.

That should let you create a statement showing your sub-customers statement balance.

How to create a Statement for a sub-customer / sub-client in QB Online?

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