cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Is it possible to edit the invoice description within a statement?

Hello,

 

We're trying to edit the description of an invoice from our statement. We need to include a custom field from the invoice on the statement. Would there be any way to include it? 

Quickbooks Statement.png

1 Comment
QuickBooks Team

Re: Is it possible to edit the invoice description within a statement?

I appreciate the screenshot that you've provided, @mcruz671.

 

When creating a statement, the ability to add custom fields nor include a message to your customers is currently not available. However, you can include the invoice item details on the statement. Let me guide you on how to accomplish it.

 

  1. Go to the Customers menu.
  2. Choose to Create Statements.
  3. From the Create Statement window, select Show invoice details on statements.
  4. Click Preview.
  5. Select Close.

 

Also, you can change the names and layout of the fields of a statement to fit the needs of your company.

 

Here's how:

  1. Click the Customers menu.
  2. Select Create Statements.
  3. In the Create Statement window, click the Customize button.
  4. Choose Customize Data Layout.
  5. Customize your template.
  6. Click Ok.

To learn more about creating statements, you can check these articles:

Let me know if you have other questions. I'm always here to help.

Need to get in touch?

Contact us