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BandMom311
Level 1

Customer Statements

I was hoping to find a way to remove the PAST DUE section across the bottom of Customer Statements. Does anyone know a way to do that? I'm not working withe Invoices, but Statements.

 

Thanks!

1 Comment 1
Kurt_M
Moderator

Customer Statements

I'll help remove the Past Due section in your customer statements inside QuickBooks Online (QBO), @BandMom311.

 

To get rid of this section when viewing, printing, or downloading a customer statement, you'll want to disable the Show aging table at the bottom of the statement inside your company's Account and settings. I'll gladly write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top right corner, click the Gear icon and select Account and settings.
  3. Select Sales and then click the Pencil icon in the Statement section.
  4. Toggle the Slider button beside Show aging table at bottom of statement. This will remove the Past due section below the customer statement.
  5. Click Save and then Done.

 

For more details, please see this page: Create and send customer statements in QuickBooks Online.

 

Moreover, I'm providing this handy article about creating personalized sales forms inside QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Know that the Community team is always around 24/7 and is ready to extend a helping hand with handling customer statements inside QuickBooks. We also encourage you to post here again if you need further assistance performing specific tasks inside the program. Keep safe!

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