I need my customer's P.O. numbers or job names from invoices to show on statements. How can I edit the statement to include this information?

Hi there, eagle2023.

Thanks for dropping by the Community, I'm happy to help. What you're going to want to do is enter the purchase order numbers on the Message on statement box. That way it saves and the customers will be able to see it. 

If there's anything else I can help with, feel free to post here anytime. Thank you and have a nice afternoon. 

Nick, that recommendation is absurd.  

Many of us sell to companies who often have POs up to 16 digits long.  We are not going to take that and manually paste it into the memo box, body of the letter, subject field of the email, or any other place.

The customer's PO field is populated and stored in the data.  Just fix QB to make it put the customer PO# on the darned statement.  Is it that difficult?  How can you expect any customer to pay off a statement when they have no reference number against which to reconcile it at their end? 

QUICKBOOKS NEEDS TO FIX THIS!

Thanks for joining us today, @kitchenaid.

Currently, the option to show the PO number in invoices is unavailable. For now, you can add a custom field and manually add it. I'll take note of this suggestion so I can pass it along to developers. 

To enable custom fields:

1. Go to Gear at the top.
2. Select Account and Settings.
3. Choose the Sales tab, then hit the pencil icon to edit.
4. Turn on Custom fields, and mark the boxes next to PO No.
5. Click Save and then Done.

You can also browse this link if you need help with other tasks in QBO. Just look for topics that suit your concerns.

Please know that you're always welcome to message me if you have other questions or concerns with invoices. I'll be around for you. Take care and have a nice day.

"Currently, the option to show the PO number in invoices is unavailable. "

I am not talking about invoices.  Please re-read my post. 

We are talking about STATEMENTS, not INVOICES. 

Gear at the top?  I am talking about QB desktop.  Should I take this to a different forum?

I'm with kitchen_aid this solution is absurd.

Not only can the client PO be up to 10+ digits, each statement could have 10+ line items, each with a different PO.  This might work for the casual user but for business user the solution proposed won't work.

Thank you @ablehome1 for coming to this post with your feedback. I completely understand how this creates extra work for you and our goal is always to save our customers time. 

Please take a moment and let our developers know how important this feature is for you. Here's the link to that page: Feedback.

Thank you again for taking the time to let us know how we can improve, we appreciate it!

This suggestion is over a year old now and I don't see that the option to have PO numbers has been added. Can you confirm we are still waiting for that fix? It is the way our clients track their payments, not with our invoice numbers, but with their PO's. The extra work to document multiple PO's on a past due statement is not easy and the fact that the PO is on the invoice should make it infinitely easy to add as a print option on the past due statement. Please advise if this is being worked on. Thanks!

I understand how time-consuming it is when something isn't applicable the way you need it, Daphne.

Currently, the ability to add PO numbers on your customer statements is unavailable in QuickBooks Online (QBO). I can see how convenient it is for you and your customers to track their payments through their PO numbers.

Thus, to help us improve our product to the feature you wanted, I recommend sending your feedback and suggestions to our Product Development Team. This way, they'll consider your feature request and add them to our future product updates.

To send feedback, here's how:

1.  Sign in to your QBO account, and go to the Gear icon.
2. Choose Feedback, and enter or add your suggestion.
3. Select Next to submit.

Moreover, if a customer approves your quote or estimates, you can easily copy a quote to a purchase order to streamline your process seamlessly.

Let me know if you have further questions about the statements. We'll be right here to assist you. Have a good one!

It's like the software was designed and developed by people who don't run businesses. What's a bit interesting is in QB enterprise it lets you toggle on the items that are included in a particular invoice but again, there's no way to automatically include the purchase order from our customer. What we've found is that you can enter the po in the memo field in a sales order or invoice and it will show up on the statement. Doing this on every sales order/invoice when it's already been entered in the po is absurd as well. Every month we send out the statements and receive so many customers asking for copies of the invoices on the statment. It's a total time suck. 

Any update to this?

Editing the customer statement is still not possible, @Coluccio.

However, I have a workaround you can use by adding the Purchase Order (PO) number on the memo field of your invoices to show in the statement.

To begin, open your QuickBooks Online Company. Then, follow the steps below.

1. Go to +New and choose Invoices.
2. Fill in the necessary information.
3. Scroll down the screen to the Memo field section.
4. Input the PO number.
5. Click Save and close.

After this, create the customer statement. The PO number will be shown beside the invoice number.

To add the ability to edit the statement, I recommend sending feedback directly to our product engineers for them to analyze and decide to add it in future updates.

To send your request:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Tap Next to submit.

Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let us know if you have further concerns with your customer statements. We'll be here to help you in any way we can.

This works but if you want the po or job name to show on the emailed invoice you have to enter this in two different places and it doesn't make sense to do this.