Can you amend the text in the customer statement template?

Yes, you can amend the text in the customer statement template in QuickBooks Online (QBO), @lisa-philpott. I'd be happy to help you.

To edit the default text message in the customer statements, kindly follow these steps:

1. Sign in to your QBO account.
2. Go to the Settings icon on the upper right corner of the page.
3. Select Account and Settings.
   
   
   
   
4. Click the Sales tab and select the Messages section.
   
   
   
   
5. In the Sales Form dropdown, select Statement.
   
   
   
   
6. In the Email Message section, make the necessary changes.
7. Once done, click Save and Done.

On the other hand, if you want to edit the text message on a specific customer statement, here's how to do it:

1. Go to the Sales tab and select Customers.
2. Select the specific customer.
3. Choose the Statements section and adjust the Date if necessary.
4. In the Action column, select the dropdown arrow and click Send.
   
   
   
   
5. You can edit the text message in the Email Body.
6. Once done, click Send.

Furthermore, I've got you a future reference that allows you to generate a report and customise it to show invoices due on specific dates: Create invoices due on a specific day report in QBO.

I’m here to assist you step by step if you have any more questions or concerns about customer statements in QuickBooks. Wishing you a fantastic day ahead!

Thank you for your response.  It is the text at the bottom of that statement which contains the bank account details that I want to amend rather than the email body text.  Is that possible? 

Hello there, Lisa. I'm here to help you remove the banking information from the customer statement.

Yes, we can delete the bank details in your customer invoice template in the Add footer text section in QuickBooks Online (QBO).

Here's how:

1. Go to the Gear icon.
2. Under Your Company, select Customer form styles.
3. Select the statement used for the invoice, then click on Edit.
4. Click the Content tab.
5. Clear the Add footer text or erase the bank info.
6. Hit Save and send.

You can go back to the statement page and verify the changes. I'll also add these handy articles to learn more about how you can handle statements and other sales forms in QBO:

• Create and send customer statements
• Customise invoices, estimates, and sales receipts

Let me know if you have other questions about the invoice template in QuickBooks. I want to ensure everything is taken care of.

Hi, 

I don't think QB will allow me to do what I want.  I want the bank details to appear on all invoice templates but we have different bank accounts for each currency and have therefore set up different invoice templates for each of them.  I don't want the bank details to appear on customer statements as it pulls in the details from the GBP template and that is incorrect if the customer has been invoiced with USD bank details for example. 

Thank you for coming back to the Community, lisa-philpott.

When you send a customer statement, the bank details shown in the transaction come from the default template (QBP). The option to hide bank information or show the correct details used for the invoice is a useful feature that will improve the user experience. Let's send requests about adding this feature to our developers for consideration in future releases.

Here's how:

1. Open your QBO company, and go to the Gear icon at the top to select Feedback.
2. Type a brief description of your product suggestions in the field box.
3. Click Next to submit.
   
   

You can also submit feedback through the QuickBooks Idea Exchange Board page. In addition, utilise this article to track your customer payments: Record invoice payments in QuickBooks.

Explore the Intuit Help Hub to access our knowledge base, community forums, troubleshooting guides, and FAQs. This platform is designed to offer tailored support that meets your QuickBooks needs.

Keep in touch if you have other concerns or questions managing your accounting tasks. We're always ready to lend a helping hand.