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Create and print a customer reminder statement

  •   About customer reminder statements
  1. Click the Business tab.
  2. Click the Business Actions button and choose Invoices and Estimates > Print Statements.
  3. In the Customer Statements dialog, select the statement layout you want to use from theLayout list.
  4. Select the customers for whom you want to print statements.
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  5. In the Date Range From and To fields, enter the date range.
  6. In the Statement Date field, enter the statement date. (Optional)
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  7. Select the Don't print statements with a zero balance check box. (Optional)
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  8. Click Print.
  9. In the Print Invoice dialog, modify any available options. For example, you can select whether to print to paper or a PDF:
    • Select Quicken PDF Printer to print a PDF.
    • Select another printer to print to paper.
  10. Click OK to print the statements.
  11. If you're printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.

This feature requires Quicken Home, Business & Rental Property. Learn how you can upgrade Quicken in minutes.

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