With the new Automated Statements feature: As such, Statements need to be sent out in two different batches so the templates can be segregated. Users frequently use a different Statement template for each of the two different Statement purposes, one as a reminder for overdue invoices, and a different template for recurring statement charges. In either case, QuickBooks Users frequently forget to send out Statements, or they forget to send them out promptly to notify their customers of payments due. The second send Statements to customers with open balances for recurring or statement charges, perhaps things like rent or monthly service fees, rather than sending any Invoices. The first use Statements to remind customers of their overdue Invoices rather than send those customers a Past Due invoice. There are at least two different kinds of QuickBooks Users that utilize the Statements feature. This article is one in a series of individual product features intended to provide additional content over that provided within our synopsis of the QuickBooks Desktop 2021 product line-up. Insightful Accountant has been evaluating various pre-release versions of these products for months and has spent hours communicating with Intuit personnel, including product managers and developers, so we can help you learn about the new products. Intuit recently released QuickBooks 2021 Desktop.
