Hello there, jenakason.
Currently, having a billing address on a statement is unavailable. What you're currently doing will serve as a workaround. You'll have to manually pull up your customer's billing address so the statement will be using the correct one.
Your statement will include the following information:
- Any balance the customer owes.
- Date, number, amount, and description for each invoice and statement charge.
- Date and amount of each payment received.
- Finance charges.
- Total amount due.
To create a statement, kindly refer to these steps:
- Go to the Customer menu.
- Select Create Statements.
- (Optional) Choose a template to format the statement the way you want.
- Select the statement dates.
- Choose the customers you want to print statements for.
- Select any additional options you want like Show invoice item details, Print by billing address zip code, and Print due dates on transactions.
- If you’ve set up payment terms for your customers, you can click Assess Financial Charges.
- Click Print or Email.
To learn more about entering statement charges, you can refer to pages 89 - 91 in this PDF file: QuickBooks Desktop Mac 2020 User’s Guide. It contains all information you want to know about QuickBooks for Mac version.
If you wish to use and customize a form templates for your statements in QuickBooks Desktop for Mac, kindly refer to this article for the detailed steps: Use form templates. It contains information on how to access the form templates, add form fields, and adding images to forms to name a few.
Please let me know if you have other concerns. I'm just around to help.