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 this when you select the “+” button, then click on “Show More”).
For this customer, I would advise that you create a transaction statement*. This will show all transactions that you have billed them during the period you select and also whether or not they have paid!
- In new QBO, you can choose the following statement type:
- Balance Forward
- Open Item
- Transaction Statement
