QuickBooks for Mac 2014 User’s Guide 95
Statement charges
Say you’re a web designer. A
client needs you to do odds and
ends work: update a page here,
add a video there, you get the
picture. Sometimes the work
takes a few minutes and
sometimes it takes hours. In this
situation, it may make sense to
use a statement to bill the client.
You can also send statements as
a record of invoices you’ve sent
and payments you’ve received. A
statement includes the following
information:
• Any balance the customer
owes
• Date, number, amount, and
description for each invoice
and statement charge
• Date and amount of each
payment received
• Finance charges
• Total amount due
To use statements, you enter
statement charges and then you
create a statement.
Entering Statement Charges
Entering charges is the first step in preparing statements to send to your customers. Back in the chapter on
Accounts, I told you about a customer’s register. Now you’re going to use it. You enter the charges directly in each
customer's register that will appear on the statement.
To enter statement charges:
1 Open the register for the customer you want to send a statement to.
o Open the Customer Center. Select the name of customer and click Open Register.
o Choose Customers > Enter Statement Charges. In the register window, check the name shown in
the Customer:Jobs field. If the charges are for a different customer or job, choose the customer or
job from the list.
Important: If the Customer:Jobs list shows more than one job for the customer, be sure to select the
correct job. QuickBooks maintains a separate register for each job.
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