Where is the "message on statement" field on the new invoice?

a1mobilenotary · ‎July 11, 2023

On the old invoice, there was a field we could enter a "message on statement" This would show the information you put in that field for each invoice on the statement. I do not see an option for this on the new invoice. Can someone tell me how to achieve the same result?

Jovychris_A · ‎July 11, 2023

Hi @A1mobilenotary70601.

I appreciate your outputs shared in this thread. I understand how great it was from the old invoice interface where you can easily navigate and enter additional info on the Message on statement box.

Good News! You can see it now as the Internal memo box/field in the new invoice interface below the Note to customer field. Please take a closer look at the screenshot below:

So when you create customer statements, the detailed information in the Internal memo on each line for each invoice will show.

I'm sharing this article for more details about the three types of customer statements: Create and send customer statements in QuickBooks Online.

In addition, if you'd like to list each invoice transaction and add all the detail lines from it to show on customer statements, you can follow these steps:

Click the Gear icon on the top right and then select Account and Settings.
Go to Sales.
From the Statements section, tick the List each transaction including all detail lines radio button.
Hit Save.

Please let us know if you need more QuickBooks assistance. We're here to help 24/7. Keep safe, and have a great business year ahead!

View solution in original post

MariaSoledadG · ‎July 11, 2023

I'm here to provide you a few information about the message on statement field. This will help you locate the option, a1mobile.

An improved user interface helps your business grow and meet user expectations and support the effective functionality of your software.

In QuickBooks Online (QBO), the message on statement is changed as Internal memo field, that is in the lower part of the Note to customer option.

Therefore, the detailed information entered in this field will show in each line of your invoice.

Furthermore, learn how to record invoice payments in QuickBooks. Read this for additional reference: Record Invoice Payments In QuickBooks Online.

Reply to your comment below if you have any concerns with email messages or invoices. I'd be happy to help.

A1mobilenotary70601 · ‎July 11, 2023

Thank you for your response but I don’t think you understood my question.

on the old invoice of you scroll down and look in the bottom left corner there is a box that says “message on statement”. If there is nothing in this box and you generate a statement there is nothing in the description box.

When you enter information on each invoice in this box and then do a statement you have this “note” or “description “ on the line for each invoice on your statement. Otherwise your statement shows only invoice numbers and no details for each invoice.

the new invoice does not have a place for this message.

How do I get my statement to show detailed information on each line for each invoice when the statement is generated?

Jovychris_A · ‎July 11, 2023

Hi @A1mobilenotary70601.

I appreciate your outputs shared in this thread. I understand how great it was from the old invoice interface where you can easily navigate and enter additional info on the Message on statement box.

Good News! You can see it now as the Internal memo box/field in the new invoice interface below the Note to customer field. Please take a closer look at the screenshot below:

So when you create customer statements, the detailed information in the Internal memo on each line for each invoice will show.

I'm sharing this article for more details about the three types of customer statements: Create and send customer statements in QuickBooks Online.

In addition, if you'd like to list each invoice transaction and add all the detail lines from it to show on customer statements, you can follow these steps:

Click the Gear icon on the top right and then select Account and Settings.
Go to Sales.
From the Statements section, tick the List each transaction including all detail lines radio button.
Hit Save.

Please let us know if you need more QuickBooks assistance. We're here to help 24/7. Keep safe, and have a great business year ahead!

a1mobilenotary · ‎July 12, 2023

thank you, this did what I needed

Adrian_A · ‎July 12, 2023

You're welcome,

It's good to know that the steps shared by my colleague helped fix your issue. We always strive hard to help our customers.

Don't hesitate to post in the forum whenever you have concerns.

moparmom · ‎May 31, 2024

Why does the memo/ message to customer not show on my invoices when I want to review and send the invoice to an email? How can I change this in defaults?

JaeAnnC · ‎May 31, 2024

I'll assist you through some troubleshooting steps so you can view your message to the customer prior to sending it via email in QuickBooks Online (QBO), @moparmom.

If you're referring to the Internal customer notes, please know that this is only visible to you. Since it's hidden on the customer's side, it will not appear on the invoices when reviewing them before sending.

However, if you're referring to the Note to Customer, we can troubleshoot your browser to resolve any issues caused by an outdated cache. Please use the following keyboard shortcuts:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Option + P

Once resolved, return to your original browser and clear its cache or switch to a different compatible browser.

Additionally, you may want to customize the format of your sales forms to suit your preferences.

Keep me informed if you have any further questions regarding invoices. We're here to help address your concerns. Stay safe!

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Where is the "message on statement" field on the new invoice?