n-How to Create a Statement in QuickBooks (a Summary, Not a New Bill)
Click + New, choose Statement under the Other column, pick the customer and a statement type, Balance Forward or Open Item, and send. A statement doesn't charge anything new, it just rolls up a customer's existing activity, open invoices, payments, credits, into one document, which is a different job from an invoice or an estimate.
The full walkthrough
1. Open a new statement. Click + New, then Statement under the Other column.
2. Pick the customer or customers. You can run one statement for a single customer, or generate them in bulk for every customer with an open balance.
3. Choose the statement type. Balance Forward shows a starting balance plus whatever's happened since the last statement. Open Item lists every unpaid transaction individually, regardless of when it happened. Open Item is usually the clearer pick for a customer juggling several unpaid invoices at once.
4. Set the date range. This controls which transactions show up on the statement, not when it's being sent.
5. Preview, then save and send or print. QuickBooks shows you exactly what the customer will see before anything goes out.
Where statements get confused with other things
A statement is not an income statement. The income statement (also called a profit and loss report) is a financial report showing revenue and expenses for the business as a whole, it has nothing to do with a specific customer's balance. And a statement is not a bank statement either, that's the document your bank sends you, which QuickBooks helps you reconcile against, not something QuickBooks creates and sends out.
Within customer statements specifically, the usual friction is less about creating one and more about remembering to. Someone has to notice an account's gone quiet and manually generate and send the reminder, and that's exactly the kind of step that gets skipped during a busy week.
What we've built on top of QuickBooks statements
Statements that go out on their own schedule
Customers past a certain number of days overdue get a statement generated and sent automatically, instead of someone remembering to check balances and run them by hand every week.
Escalation when a statement doesn't get a response
An account that stays silent after a statement goes out gets flagged for a person to follow up directly, instead of a second statement just quietly going out into the same silence.
Who's falling through the cracks on your statement run?
Tell us how statements get decided and sent today, and we'll tell you how much of that can run without anyone remembering to do it.
Still remembering to run statements by hand every month?
Tell us how your accounts get reviewed for overdue balances today, and we'll tell you whether that review and the statement itself can happen automatically. Statements are one example of what's worth automating; whatever else depends on someone remembering is fair game too.
Let's talk