QuickBooks also includes easy-to-use templates for another kind of customer form: the statement. These forms are generally not used nearly as frequently as invoices. However, you may find them more appropriate if you:
- Want to create a form that lists all of a customer’s open charges
- Have a customer who accrues multiple charges before being billed
- Receive advance or regular payments, or
- Need a historical accounting of a customer’s activity, including charges, payments, and balance.