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terriwein
Level 1

Customized fields for Statements

I am trying to figure out how to have either the PO# from an invoice or meme from an invoice to show up on their statment.  Or, how to create a custom field in invoices that will show up on statements.   Thank you in advance for any help.

2 Comments 2
Rustler
Level 15

Customized fields for Statements

no it is not possible to add a data field, however if you put the customer PO number in the memo block, that will show on a statement

 

 

BigRedConsulting
Community Champion

Customized fields for Statements

Yes, QB won't do this sort of thing with its built in Statement feature.

 

To get this sort of control, use the BRC A/R Statements Pro  app.  It allows you to fully customize the statement details table. You can show or hide transaction detail lines, most any data field used on your sales, and group and sort the statement data as you see fit. 

 

You can also include custom text messages, and optionally add your logo and/or your signature to each printed statement, among other useful features.

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