Monthly billing statements can be generated in QuickBooks by printing from a special register, called the Customer Register, which tracks all payments from your main Accounts Receivable register. The Customer Register keeps track of all of the transactions and payments on a per-customer basis. Once you've set up the register, you can print statements at the end of the month, allowing your customer to see a monthly account status. Transactions from this register also appear in your Accounts Receivable register. This means that you can't enter customer payments into the Customer Register manually; the payments are recorded automatically in the Receive Payments window.
Click the "Customers" menu and select "Create Statements." If you have more than one Accounts Receivable register, select the account with the customer statement that you want to print. Most companies do not have more than one A/R account.
Select a suitable template from the "Template" drop-down menu.
Choose the "Statement Period From" radio button and enter the range of dates to define the time period for the statement.
Tick a radio button in the Select Customers section. Choose from All Customers, Multiple Customers, One Customer, Customers of Type or Preferred Send Method. Then, click the "View Selected Customers..." option and customize the selected customers, if necessary.
Select any custom options for the statement in the Additional Options section. You can choose to show the invoice date, print by billing ZIP code and provide a due date. In addition, you can choose to not print statements for customers that don't have a balance, have a balance below a threshold, have no account activity, or customers that are inactive.
Click the "Assess Finance Charges..." button and enter any additional rates for finance charges based on the amount of time the account has been overdue.
Click the "Print" button to print your statements.