Hi there, Issuing customer statements is super simple in QuickBooks Online. The standard template includes all the necessary information so your customer can see a summary of their invoices, payments, credits, and balances. There's three types of statements to choose from: Balance Forward - A list of invoices and payments with balance for date range selected Open Item - Open unpaid invoices from the last 365 days Transaction Statement - A list of transactions between the selected datesYou have a few options if you'd like to customize your statements. Review this article for all the steps you need in order to do that: Create and view customer statements. This will guide you through your preference options. I hope this helps get you on the right track. Have a nice day.

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

accounting255

Question

How do you edit customer statement template

Forum|Forum|6 years ago
January 16, 2020
2 replies
1 view

No text available

QuickBooks Online

AddieC

Level 5

Hi there,

Issuing customer statements is super simple in QuickBooks Online. The standard template includes all the necessary information so your customer can see a summary of their invoices, payments, credits, and balances.

There's three types of statements to choose from:

Balance Forward - A list of invoices and payments with balance for date range selected
Open Item - Open unpaid invoices from the last 365 days
Transaction Statement - A list of transactions between the selected dates

You have a few options if you'd like to customize your statements. Review this article for all the steps you need in order to do that: Create and view customer statements. This will guide you through your preference options.

I hope this helps get you on the right track.

Have a nice day.

justsusan

I need to remove the amount due part of the statement. How do I do that? We get deposits from customers at the same time that they might have open invoices on other scope of works and the amount due is typically wrong. I would just like to remove it but can't see how.

JamesM4

Level 6

Hello justsusan. The customization option you've described isn't available in the program. I recommend you to also send feedback about this to our engineers so the option can be considered for future update. In the meantime, let me know if you have other questions, I'm here to assist.

6224

I cannot adjust the font for the customer billing address. I can find all other adjustements but that and the font is quite small for a billing address.

JamesM4

Level 6

Hello 6224. Thanks for chiming in on this thread. The ability to edit the font on the Customer Statements is unavailable. I can see the benefit of having this feature and I encourage you to send feedback to our engineers. You can send Feedback by clicking on the Gear icon > Feedback. In the meantime, feel free to ask other questions. I'll be one message away.

Sign up

Login with SSO

Let's get you signed in

Login with SSO