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KALB
Level 1
posted
‎June 28, 2022 08:55 AM
last updated ‎June 27, 2022 3:55 PM

Customer Statements

Can you please advise how I can modify the current Statement template? It does not appear as a custom form, and when I do a print preview there is no option to customise like we can for invoices and quotes. It does not look right how it currently shows.
 
Thanks!
 

 

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1 Comment 1
IntuitAika
Intuit
Intuit
‎June 28, 2022 09:26 AM

Customer Statements

Hi KALB,

 

Thanks for posting in the Community! 

 

As of the moment, we can't customise a statement template in QuickBooks Online. However, if you would like to list each transaction as a single line, including all details, and show the aging table at the bottom of the statement you can enable this option in your settings. Here's how: 

 

  1. Go to Settings ⚙ and select Account and settings.
  2. Select the Sales tab and go to the Statements section.
  3. Select Edit ✎.
  4. Select List each transaction as a single line or List each transaction including all detail lines.
  5. Select the Show ageing table at bottom of statement option.
  6. Select Save.


Also, you may send your feedback for statement customisation by going to Gear icon and select Feedback and this will be forwarded to our product team for review. 

 

Feel free to post again if you have any other questions. Have a great day! 

 

 

 

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