QuickBooks for Mac 2014 User’s Guide 100
2 When it's time to bill your customer again, print the customer's statement. The statement will include
the credit memo along with any other charges for the billing period.
Correcting undercharges on statements
If you charge a customer too little on a statement, what you do depends on whether you have sent the statement
yet.
To correct undercharges if you haven't sent the statement yet:
1 Open either the customer's register or your A/R register.
2 Find any incorrect charges. Change the amounts of those charges.
3 Click Record to save your changes.
4 Reprint the statement.
Tip 1: In the Select Statements to Print window, make sure that the date range of the reprinted statement
is the same as it was for the original statement.
Tip 2: If you are reprinting a statement for one customer only, be sure to select the “One customer” option
when the Select Statements to Print window appears. Normally, this window is set to print statements for
ALL customers.
To correct undercharges if you've already sent the statement:
1 Open either the customer's register or your A/R register.
2 Enter an adjustment charge to appear on the customer's next statement.
o Enter the item you undercharged. This ensures correct accounting on your reports.
o Make the amount equal to the difference between the correct amount and the amount you
charged the customer. For example, if you charged $5.00 when you should have charged $7.00,
enter the adjustment charge as $2.00.
o Edit the item description in the Memo field so that it shows what you want your customer to see
on the printed statement. For example, you could add the phrase “Balance due for” to the
beginning of the item description.
o Check the date of the charge. If necessary, change the date so that it falls within your next billing
period.
3 Click Record.
4 When it's time to bill your customer again, print the customer's statement. The statement should
include the adjustment charge along with any other charges for the billing period.
Including reimbursable expenses on a statement
If you have been tracking billable expenses or hours for a particular job, you can include those costs on a billing
statement. To include the costs, you click the Time/Costs button in the customer's register.
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