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M
Mouselette
February 5, 2020
Question

Customizing Customer Statements for aging

  • February 5, 2020
  • 3 replies
  • 5 views

Hi!

I'm in a bind as I cannot find out how to edit my Customer Statement forms.

 

Our terms are either 2%/Net 10, 15 days, or Net 30.

 

Most are at net 15, so I need that box at the bottom of the statement form

 

Thanks!

 

PS - we use QB Pro 2020, Desktop version, on W10

3 replies

L
LauraAB
Level 8
February 5, 2020

Hello Mouselette,

 

Don't worry! I can help lead the way to where you can go to customize your customer statements in QuickBooks Desktop. Once you know the way, it's fairly simple, and you can get to testing out the customization options. Here's how to get there.

  1. Select Lists from the top menu.
  2. Choose Templates.
  3. Double-click the form you'd like to edit or click Templates, then New to create a new one.

You can try changing the wording of the existing columns and fields or add your own. Keep in mind if you add your own that the program won't automatically populate the fields with information because it's not coded to know where to pull the information from.

 

Take a look at our Use and customize form templates article for more information about customizing your statements and other templates.

 

Play around and see what you can create! Give me a shout if you have more questions.

M
MouseletteAuthor
February 6, 2020

Hi Laura!

 

I think you're going to be my best friend - haha!!

 

Yes, I agree to all you are saying, and I will need to customize all my forms so I can have them in French.

 

Like you said, it's the coding of the Data Field that would be needed, so it can populate the right box with the 1-15 days data. I mean, it should be easy for the developers to make it, it exists for 1-3-, etc...

 

I'm even open to making my templates available to others, if others need them. It's a shame we can't use the forms produced in older versions though...

 

Talk to you soon!

 

Sylvie

L
LauraAB
Level 8
May 8, 2020

Hi!

 

I am following up on this request sent to the developers 3 months ago (here, and via the Send Feedback Online) as I still haven't heard anything from you guys...

 

I was asking for a Data Field of 1-15 days for Customizing Customer Statements for aging...

 

Is it ever going to be done, or not? It would be so helpful...

 

Please let me know

 

Thanks!

 

Like you said, it's the coding of the Data Field that would be needed, so it can populate the right box with the 1-15 days data. I mean, it should be easy for the developers to make it, it exists for 1-30-, etc...

 


Hey Mouselette,

 

I love that your'e following up on this and I can see it's still an important feature for you. The tool to submit feedback is a one-way communication portal, which is why you haven't gotten any follow up about it. These sorts of updates can be implemented in patch updates to the program or are sometimes released in the newest versions of the program.

 

To make sure that you're keeping up with patch releases for your version of QuickBooks Desktop, you can either manually put the updates through or set them to go automatically. Here's how to do both of those.

  1. Go to Help in product.
  2. Choose Update QuickBooks Desktop.
  3. Navigate to the Options tab to choose your update setup.
  4. Click the Update Now tab to see what updates are waiting for you.
  5. Hit Close when done.

Learn more about these kinds of updates here: Update QuickBooks Desktop to the latest release

 

For these sorts of scenarios, it's mostly about keeping an eye on the program to see what updates are made. Brand new features are often added in the new yearly releases of the program and an article is posted about what's new, such as this one for QuickBooks Desktop 2020: What’s new in QuickBooks Desktop 2020

 

I hope that helps clear things up. Have a great weekend!

    M
    MouseletteAuthor
    May 11, 2022

    I am following up on this thread, as it's been 2 years already

     

    I can't wait to see this happen.... eventually

     

    Cheers!

    PS: The Net 15 days exists in the terms list for invoices, but not for the statement form. We need to have it included on the statements. Please. Thank you.

    M
    MouseletteAuthor
    September 10, 2025

    Hi everyone,

     

    I am still a user without a fix.

    I cannot believe I'd be the only user with this problem?

     

    To recap:

    Customizing Customer Statements for aging

    Hi!

    I'm in a bind as I cannot find out how to edit my Customer Statement forms.

    Our terms are either 2%/Net 10, 15 days, or Net 30.

     

    Most are at net 15, so I need that box at the bottom of the statement form

     

    Thanks!

     

    PS - we use QB Pro 2020, Desktop version, on W10 (now it's W11)

     

    Come on... it's been 5 years...

    ... and my updates are done.

     

    M
    MouseletteAuthor
    September 10, 2025

    Hello again,

     

    to be clear, I am looking for the Data Field code to include in the Statement Form (Which I customize):

     

    1-15 Days Past Due

     

    May as well add this one too:

     

    16-30 Days Past Due

     

    Thank you

    R
    RoseJillBQuickBooks Team
    QuickBooks Team
    September 10, 2025

    We understand how important it is to have payment terms clearly displayed on your customer statements, and your feedback helps guide our ongoing product improvements, Mouselette.

     

    Our team is continuously working to enhance the product. Feature requests are prioritized based on user demand, so requests with greater demand may take precedence. It is why certain features, including yours, have not yet been included in a recent update.

     

    In the meantime, I recommend continuing to use your current workaround by editing your templates in QuickBooks Desktop (QBDT):

     

    1. Go to the List menu and select Templates.
    2. Double-click the template you want to edit, or click the Template dropdown to create a new one.
    3. Customize the template to match your preferences.

     

    Additionally, I encourage you to submit a feature request to our developer team. It will help highlight the need for this functionality, which would provide business owners like you with more options to include payment terms on customer statements, improving communication and streamlining payment processes.

     

    We'll keep this thread open for your inquiries about managing statements. We're just a post ahead to assist you.

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