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maggie9070
Level 1

When creating a statement template, how can add a description of each invoice. What does the item column show?

The description column shows the invoice # and is followed by each line of the invoice. It lists the item number instead of the item description. There is an item column but when I print, nothing shows in that column. Can someone explain?

1 Comment 1
LauraAB
QuickBooks Team

When creating a statement template, how can add a description of each invoice. What does the item column show?

Hi maggie9070,

 

Welcome to the QuickBooks community! Statements are a great way to let customers know what outstanding balances they have with you or to give them an overall idea of their activity for a given period of time.

 

You're right that the description column gives by default the invoice number rather than a detailed look at what each invoice has. This is because the statement is an overview or total of the charges owed or paid for invoices and other transactions the customer should have already received. However, QuickBooks does give you the option to see more details. Here are a few simple steps for how to set that up.

 

  1. Select Customers in the top menu.
  2. Choose Create Statements.
  3. Check off Show invoice item details on statements in the Select additional options section on the right.
  4. Choose the other preferences for the statement as needed.
  5. Click Preview if you'd like to review it first.
  6. Select Print or Email to have a copy to give to your customer.

That should give you the kind of statement you're looking for.

 

Stop by again if you have more questions! Enjoy the rest of your day. :)

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