QB Issue Resolution:
You can filter your Customer Balance Detail report by your customers and send it as an email attachment. I’m here to ensure you’ll be able to accomplish this.
- Go to the Reports page.
- Under Who owes you, select Customer Balance Detail.
- Hit Customize.
- Click Filter, select Customers and Due Date.
- For Customers, choose a specific customer where you want to send this report and All Dates for Due Date.
- Select Run report.
This way, you’ll have a report with all unpaid invoices. From there, you can click the Export button and save your report either an Excel or a PDF file. After saving your report, you can attach it to the email that you will be sending to your customers.
In addition, here’s an article you can read to learn more about customizing your report: How to Customize Reports?
Lastly, you can save this customized report so you can easily pull this up when you need to send an email again to your customer. Just click the Save customization and you can find this report in the Custom reports tab.
Resolution for Issue 'Does anyone know how to create the remittance detail report for customers that have numerous invoices to pay? I need to download this to email it to my customers.' available: Yes (Solved).
Source: Intuit Community forum.
Does anyone know how to create the remittance detail report for customers that have numerous invoices to pay? I need to download this to email it to my customers.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for customizing your report
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