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Level 1

Need to show Invoices status (paid or open) on statement

We bill on the 1st and 16th, and include a current statement with invoices.  The statement shows transactions just fine within the date specified.

 

But, the statement does NOT show the status of an invoice, either paid or open.

 

So customers often phone in claiming that invoices shown on the statement "have already been paid, so why is it showing up on the statement".  It would be best to show the status (paid or open)  of the invoice on the statement.

 

Can someone please explain to me how to show invoice status on a statement?  Or if it is not possible, any suggested workarounds to make it clear to customers which invoices have been paid and which are still open.

 

We are using QB Pro 2016 desktop 

 

Thanks!

 

Mark

1 Comment
Moderator

Need to show Invoices status (paid or open) on statement

Hey there, mark_nohs.

 

I'm here to share what I know about sending statements in QuickBooks Desktop.

 

Right now, you're only able to add columns through the Additional Customization page within QuickBooks Desktop. However, adding a custom field for the status of the invoice isn't available yet.

 

For a customer to determine if it's paid or open, you can manually send them the invoice. Since this option is unavailable at the moment, I encourage you to send feedback straight to our developers.

 

Here's how you can send feedback:

  1. Click the Help tab at the top menu.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.

You can also send your feedback directly to this link: https://intuit.uservoice.com/forums/9333-quickbooks-product-feedback

 

If you need further help with customizing statements, feel free to let me know. I'm always her to assist your needs.

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