Invoices not being paid promptly? Customers questioning their payment history? Create statements.
Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up?
Or, one of your customers thinks she’s paid you more than she owes. How do you straighten out this account?
Both of these situations have a similar solution. QuickBooks’ statements provide an overview of every transaction that has occurred between you and individual customers during a specified period of time. They’re easy to create, easy to understand, and can be effective at resolving payment disputes.
A Simple Process
Here’s how they work. Click Statements on the home page, or open the Customers menu and select Create Statements. A [Read more…] about Creating Customer Statements in QuickBooks