QuickBooks Tip: Sending Statements with More Detail

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QuickBooks Tip: Sending Statements with More Detail

In QuickBooks there is a way to add more detail to your statements.  A statement can be generated in QuickBooks by simply clicking on the 'Statements' button located on the customer section of the home screen.  Then you can select the statement options and customer(s).  If you hit preview you will then see the typical statement layout which shows all open invoices and statement charges for the customer. 

Add more detail to your QuickBooks statements

When you are selecting the options for a statement in QuickBooks you will see additional options on the upper right hand side of the screen.  By selecting the check box 'Show invoice item details on statements' you can show even more information on your customer's statement.  This will now show open invoices and statement charges and the detailed description of those charges.

Is there a way to send a QuickBooks statement along with the open invoices?

Unfortunately there is not a way to send a QuickBooks statement and the open invoices directly from QuickBooks.  However, there is a way to get this done with a few additional steps.  Locate the invoices you want to email along with the statement and save the invoice as a pdf.  You can save the invoice as a pdf by opening the invoice and then selecting File/Save as pdf.  You can then create a statement and save the statement as a pdf by printing it to a pdf file.  You can then create an email to your customer and include a statement and the related invoices.  If you have outlook linked to your QuickBooks file then you can create the statement and related email automatically from within QuickBooks and then attach pdf copies of your invoices.

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