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Creating Statements in QuickBooks for One Customer
Sending statements to customers who owe you money is an important piece of an effective cash management system. If a company isn't paying your invoices, then it's probably either a mistake or because they are having cash flow problems. If it's a mistake, then a reminder will be appreciated. If your customer is having cash flow problems, then you want to keep your invoices at the top of their list. If you don't keep requesting payment, then you will be a lower priority than those companies that do keep asking. Fortunately, QuickBooks makes it very easy to create statements.
To create a QuickBooks statement for one customer, select Create Statements from the Customers menu.
For the Statement Date, you generally want to use today's date. You then have the option of creating statements showing only transactions within a given period of time or creating a statement that reflects all open transactions. If you are including all open transactions, you can still exclude recent invoices, which aren't yet overdue, by selecting "Include only transactions over __ days past due date", and filling in the number of days.
In the Select Customer section, select One Customer and choose the customer in the drop-down list. Then click Print or E-mail, depending on whether you want to send or email the statement to your customers.
Regularly sending statements to customers who owe you money is one of the simplest and most effective ways to avoid problems with your receivables. Given how easy it is to create statements in QuickBooks, there is no excuse not to do so.
Finally, this QuickBooks tutorial was created using QuickBooks 2009.
