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Level 1

Customer Statements

Hi we find that the basic options for customer statements are not working well for some of our clients.

 

If we use open item statements the detail shows invoice number followed by a due date for each invoice. There should be a way to edit these statements to just show the invoice number because individual due dates for every invoice is not needed. Most people pay a months invoice on one day so the individual due dates just makes the statements look messy.

 

Also the ageing on the statements should be monthly not 30 days. If you print a statement dated 30 Nov you expect the ageing to be Current due = November , 1-30 to be October, 31-60 to be September but because some months have 31 days all these totals do not tally because they are a day out to the months. Is there not a way to get Monthly ageing ?

 

I am just not happy with the quality of the statement options as it makes my business look unprofessional. 

Solved
Best answer December 03, 2019

Accepted Solutions
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QuickBooks Team

Customer Statements

Hello there, @Roger SPS.

 

As of this time, there isn't an option to remove the individual due dates for every invoice. Also, for the ageing statements, QuickBooks is designed to show on a monthly basis.

 

I understand how beneficial it is for you and your company to have this option. But I want to let you know that your voice matters and I'm submitting feedback directly to our product engineers for consideration. 

 

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.  

 

Please feel free to post any questions you have below. The Community team and I are always here to help out.

View solution in original post

3 REPLIES 3
Highlighted
QuickBooks Team

Customer Statements

Hello there, @Roger SPS.

 

As of this time, there isn't an option to remove the individual due dates for every invoice. Also, for the ageing statements, QuickBooks is designed to show on a monthly basis.

 

I understand how beneficial it is for you and your company to have this option. But I want to let you know that your voice matters and I'm submitting feedback directly to our product engineers for consideration. 

 

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.  

 

Please feel free to post any questions you have below. The Community team and I are always here to help out.

View solution in original post

Highlighted
Level 1

Customer Statements

Very poor.  I wrote to QB about this over a year ago as the statement is actually pretty useless without an invoice number !  Imagine you are the client and you get a statement with 75 items on it - all you have is 75 dates and amounts.  No invoice number or any kind of detail (Product ?) as to what is being charged.

~This is absolute basic stuff needed for a statement.  And then you want all clients with unpaid items automatically getting the statements sent to them each month.

Highlighted
QuickBooks Team

Customer Statements

Hello Treasured, 

 

We appreciate what you are saying, currently there is no way of having the invoice number so on the statement that you send out to customers. 

we have taken your feedback and will pass this on to our engineers.