cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How to make a statement for a client that includes: date of service, description of service, amount paid, how it was paid and current balance, how do I do that?

 
1 Comment
Highlighted
Moderator

How to make a statement for a client that includes: date of service, description of service, amount paid, how it was paid and current balance, how do I do that?

Greetings, @rosie2.

 

Thank you for reaching out here for support. I'd be glad to offer some insight regarding modifying client statements.

 

Currently, the option to customize a customer's statement isn't available. In the meantime, I recommend using the Transaction Statement type which is the closest option to the information that you need. It shows the actual invoice of the customer and amount received when it was paid. 

 

Here's how:

  1. At the top right, click the Plus icon.  
  2. Select Statement.
  3. From the Create Statement page, select Transactions Statement in the drop-down.
  4. Filter the Start and End Date.
  5. Click the Statement available tab.
  6. Select the customer's name.
  7. Click Print
  8. Click Save and close.

Also, I've got an article for you that offers some pointers on creating and managing statements in QuickBooks Online: How to create and manage statements.

 

Customizing the statement is a great idea. I'd like to invite you to send your suggestions to our Product Developers. Just click the Gear icon and select Feedback.

 

For additional help, feel free to reach out to our phone support. They have the tools that can help you get to a resolution quickly.

 

Thanks for joining the Community. If you have any clarifications about statements or questions about QBO, feel free to leave a comment below. Wishing you and your business continued success. 

Need to get in touch?

Contact us