can i show the invoice description and details on the monthly statement that I print? I can't figure out how to get the description of each invoice to show. I can get the date and the amount and the invoice number but I would like the statement to show the info
Hello there, @jandhcody.
Welcome and thank you for posting here in the Community. I'm here to help share information about statements in QuickBooks Desktop (QBDT).
A statement is a summary of your customer's account listing recent invoices. The statement shows per invoice not per items. As of now, we don't have the option to add/show the invoice description and details (items) on statements.
If you think the option of adding/showing the invoice description and details is what you need for your business, I suggest sending this idea straight to our product engineers to be considered in the future.
To send you feedback:
You can also check this article for additional reference about statements in QBDT: Create a billing statement.
Don't hesitate to add a comment below if you have any other questions about statements. I'm always here to help!
Please Learn from this input.
While you can use the option to Include Invoice Details on the statement, that is the info for the item, used in the invoice, but from the item Edit description. Not from any additional or different info you put in Description for the item where you listed it on the invoice such as Notes for Service Items carried over from Timesheets is Not Available to the statement.
The invoice with the listing of charges is AR.
If you, instead of using invoice, use Create Statement Charge, and then use Add Time and Costs here, you just posted directly to AR bypassing Invoice.
Now you have what you asked for = the Statement would show details, because they are Directly posted to AR bypassing the use of the Form = the invoice.
Here is the limitation: bypassing an invoice means Not being able to use "items that calculate." That means No Sales Tax functionality. No Markup or Discount items. No Subtotal items. Yes, you still see Quantity and Rate = Amount. The Entire invoice has Terms and a due date. Now each individual Statement Charge has its own Due Date.
I teach this because where I am, we don't have Sales Taxes.
I can see "Show invoice item details on the statement" and its showing the itemcode, but i want to show the item description from the item master. in my all invoice we have only one item in each invoices. so is there any other way to do this by giving an invoice subject or something.
Currently, there isn’t a way to show item descriptions on the customer statement form, insta_sol.
You might want to print the Sales by Item detail report instead and provide it to your customer. This report can be filtered to show open invoices from a certain customer.
Lastly, I’ll make sure to take note and share this preference to our developers for future updates.
Post a question again if there anything else you need.