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Level 2

CUSTOMER STATEMENT

Hi,

 

How can I add Invoice reference in the Customer Statement?

There is now only Invoice number and payment. But I have to show there Invoice reference Customs Field.

 

Thanks

 

 

Solved
Best answer February 04, 2020

Best Answers
Highlighted
QuickBooks Team

CUSTOMER STATEMENT

Hello there, @towhidctg.

 

Adding another reference in the Description/Activity section of a customer statement is currently unavailable. The ability to customize the transaction is based on a few options provided in the Sales tab of your QBO profile.

 

Please see screenshot for visual reference:

 

 

For more information about this topic, I recommend checking out this article: Create and view customer statements

 

Let me take note of your idea and pass it along to the appropriate department and team members for consideration in the near future. A suggestion like this helps us determine what enhancements and improvements are needed to make our product more effective and convenient to use.

 

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates. 

 

If you have any questions or additional clarifications, let me know. I’m here to help. Have a good one!

View solution in original post

6 Comments 6
Highlighted
QuickBooks Team

CUSTOMER STATEMENT

Hi, @towhidctg.

 

Thank you for posting here in the Community. 

 

Currently, adding another Invoice Reference number custom fields in the customer statements is unavailable. As a workaround, check the Account Summary on an invoice template, then send it to your customer. 

 

Here's how:

  1. Go to the Gear icon, then select Custom Form Styles.
  2. Choose the invoice template, then click Edit.
  3. Hit Content, then press the edit button in the second box. 
  4. Put a check-mark in the Show in the Invoice under Account Summary.

 

        5. Tap Done

 

For future reference on how to create templates for recurring transactions in QuickBooks Online, please visit this article: Create recurring transactions.

 

Feel free to leave a comment below if you have follow up questions. I'm always here to help. Take good care!

Highlighted
Level 2

CUSTOMER STATEMENT

Maybe I didn't explain my problem properly.

I am asking when I prepare the Customer Statement that time there has the only reference of Invoice Number. But I need another reference also in the Customer Statement. Please check the attachment file for one of my customers. Here only show the invoice number as a reference but I have more reference to show.

 

Is it clear?

 

Highlighted
QuickBooks Team

CUSTOMER STATEMENT

Hello there, @towhidctg.

 

Adding another reference in the Description/Activity section of a customer statement is currently unavailable. The ability to customize the transaction is based on a few options provided in the Sales tab of your QBO profile.

 

Please see screenshot for visual reference:

 

 

For more information about this topic, I recommend checking out this article: Create and view customer statements

 

Let me take note of your idea and pass it along to the appropriate department and team members for consideration in the near future. A suggestion like this helps us determine what enhancements and improvements are needed to make our product more effective and convenient to use.

 

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates. 

 

If you have any questions or additional clarifications, let me know. I’m here to help. Have a good one!

View solution in original post

Highlighted
Level 2

CUSTOMER STATEMENT

Please add this feature in Global Version asap. It will help the customer to know about their invoices from the Statement, isn't it?

 

And please some features (like price rules) in QBO US Version please add in the Global Version.  We also paying money.

 

Thanks

Highlighted
Level 2

CUSTOMER STATEMENT

Hi, @KhimG 

 

Good Morning

 

Thanks for your cooperation. 

Today I discover new things on my topic. Just I want to share with you for your knowledge. 

If I write my invoice reference on the 'message on the statement' at the bottom of the invoice when making the invoice. That text is shown in the statement.

 

But it's better to have a feature like add/remove column as per reference in customer statement.

 

Thanks 

Highlighted
Moderator

CUSTOMER STATEMENT

Nice input, towhidctg.

 

Thanks for sharing your workaround. This gives other users an alternative way on how to show invoice reference in the statement.

 

Together with my colleague @KhimG, I'll be sure to relay your suggestion to our product developers for future enhancements. 

 

In the meantime, I encourage you to visit our QuickBooks Blog to be updated with the recent developments made in QuickBooks Online.

 

Feel free to reach back to me if there's anything else you need to know about QuickBooks. Have a wonderful day ahead!

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