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May 7, 2020
Question

Can I amend the statement layout to show only the invoice nos and amounts and not the payments made?

  • May 7, 2020
  • 1 reply
  • 0 views
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1 reply

AlcaeusF
Level 14
May 7, 2020

Welcome to the QuickBooks family, @enquiries25.

 

I can share some information about creating statements in QuickBooks Online.

 

You can change the statement type to Open Item to hide payments. It'll only show the invoice amount and balance when you click Print or Preview (see sample screenshots below). 

 

 

 

For Balance Forward and Transaction Statement, it would show the payment or amount received. Right now, amending the layout is currently unavailable.

 

There are few options to customise the statements. Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Go to the Sales tab and scroll to Statements.
  3. Make the necessary changes.

I've included an article you can use to handle customer statements, as well as some common questions that might help:

 

Create and view customer statements.

 

If you have additional questions or concerns while working in QBO, leave a comment below. I’ll be happy to help you out.