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michael-green
Level 2

There is no way to add or specify EFT Payment details on Statements (unlike Invoices). The custom template is not applied to Statements.

There is no way to add or specify EFT Payment details on Statements (unlike Invoices). The custom template is not applied to Statements. This inability to specify EFT details on Statements is major deficiency as many accounts departments prefer to pay off statements rather than individual invoices
5 Comments 5
Kristian_S
QuickBooks Team

There is no way to add or specify EFT Payment details on Statements (unlike Invoices). The custom template is not applied to Statements.

Hi michael-green,

 

Thank you for sharing this wonderful insight with us.

 

It definitely sounds like an enhancement request at this present moment as QuickBooks has not been configured to add EFT details on statements in particular.

 

I definitely think it would be a great idea and make the payment process much more efficient when sending statements.

 

If you would like, once logged into QuickBooks Online go to the Settings > Feedback.

 

This will give you a direct portal to the Product team who receive all of these pieces of feedback to then action accordingly. 

 

This is a great way to make your voice heard on how to make our platform more intuitive and user friendly.

 

Kristian. 

michael-green
Level 2

There is no way to add or specify EFT Payment details on Statements (unlike Invoices). The custom template is not applied to Statements.

A nice response...... but I've that anonymous Feedback option you specified seems to be a black hole - nothing ever comes out of it.  

 

What you should be doing is at least giving people some feedback once that's submitted e.g. an email and ideally a tracking number - or putting feature requests out publicly for people to up vote like Atlassian does.

 

Here's a challenge for you - find the Feedback request I submitted and tell me what day and time I submitted it.

Kristian_S
QuickBooks Team

There is no way to add or specify EFT Payment details on Statements (unlike Invoices). The custom template is not applied to Statements.

Hey Michael,

 

Again, fantastic feedback and again, I agree with what you're saying here.

 

The way it works at the moment, the more pieces of feedback received on the same particular topic, the better the chances of that being implemented in the future.

 

As you can imagine, the platform is massive and there are a lot of different knobs and cogs within the whole ecosystem. So sometimes, certain enhancement requests don't get actioned as quick as we would want them to be.

 

As for the challenge, I'll ask around the business to see if I can find what you're asking me for and get back to you.

 

Kristian. 

ann3586
Level 1

There is no way to add or specify EFT Payment details on Statements (unlike Invoices). The custom template is not applied to Statements.

My client's statement is not showing the company phone number and I cannot add the EFT details for payment to the statement either.  His invoices contain this but it is frustrating that this is not appearing on the statement.  I have also included the EFT details in the email that accompanies a statement but this is not satisfactory for statements that need to be printed and posted,.

 

Also, I cannot edit the statement to ensure it fits in a window faced envelope.  This functionality should be able to be set up in QBO and then forget about it unless there is a change to this information.

IntuitAika
Intuit

There is no way to add or specify EFT Payment details on Statements (unlike Invoices). The custom template is not applied to Statements.

Hi ann3586,

 

I understand how customizing customer statement is beneficial to you and your business. Right now, this feature is still unavailable. 

 

Also, you can try to check on the Standard invoice template in QuickBooks Online where you've entered the EFT payment details. It appears that payment details will show on the statement if it is enter on the Footer section of the standard template. 

 

Here's how to check: 

 

  1. Go to Gear icon and select Custom form styles.
  2. Select Edit on the Standard invoice template.
  3. Select Content.
  4. Select the last part or footer of the invoice. 
  5. You can enter EFT payment details on the Footer section. Then try to open the statement created to view if it is showing. 

 

I'd also recommend sending feedback to our product engineers by clicking the Gear icon, then selecting Feedback

 

Please leave a comment below if you have additional questions about statements in QuickBooks Online.