Hi!Can you please include in the statement next point: our ref., Client ref.?

Hi invoices2

We would be grateful if you can clarify your question.

We need more details (namely: our reference, client reference) in a statement for each our client when we create statement (example in the attachments). We want to include two new columns in all our statements: "our reference", "client reference"

Hi invoices2

It is not possible to edit/include any further information on the statement template at the present time. Our products are evolving constantly and to assist us with your requirements, and hopefully get them implemented, we encourage you to leave feedback from within the product.

Hi, in continuation of our conversation we want to ask you about edit/include any further information on the statement template. We still want to include two new columns in all our statements: "our reference", "client reference". Thank you in advance

Hello Invoices2, 

As previously stated at the present time there is no way to edit/include any further information on the statement template, our products are involving all the time and new fetches come out for the product, we encourage you to leave feedback from within the product. 

QBO statements are pretty poor.  Actually, they're woeful - there is no customisation, full stop.

The system is just not designed for B2B where multiple invoices paid on monthly account is the norm.

For B2C use case (send an invoice, get paid, move on) it's probably great.

QB Desktop statements (& I'm talking late-1990s version here) were infinitely more usable.

Workarounds:

(1)  use A/R Ageing Detail Report which will allow you to add your custom fields as columns.  Filter by Customer.  Export to xsl.  Copy & paste on to your header to print or email.

(2) use Transaction List by Customer Report which will allow you to add your custom fields as columns.  Group by month.  Filter by Customer.  Export to xsl.  Copy & paste on to your header to print or email.

Hope this helps.