Is there way to customize the look of a statement?

Thank you for reaching out here in the Community, rdneuberger. Let me share some information about customer statements in QuickBooks Online (QBO).

As of today, we don't have the option to customize the customer's statement yet. However, I can provide you with some other options that you can consider to show your needed data.

We have three options to create a customer statement in QBO as listed below:

• Balance Forward: shows the total amount due and any credit balance from the last invoice.
• Open Item: lists all open, unpaid invoices from the last 365 days.
• Transaction Statement: Lists all transactions for the selected date range.

After identifying what kind of statement you need, we can now create the statement for your customer.

Here's how:

1. On the Sales tab, click Customers.
2. Find the customer and select the checkbox for the customer you want to make the statements for.
3. In the Batch actions dropdown ▼, choose Create statements.
4. In the Statement Type dropdown ▼, select the customer statement type: Balance Forward, Open Item, or Transaction Statement.
5. Choose the date range from the Date ▼ dropdown.
6. Review the customer's email address(es).
7. Press Save, Save and close, Save and send, or Print or Preview.

Moreover, you can also create and send purchase orders in QuickBooks Online whenever you're ready to buy products from your vendors.

Don't hesitate to reach out again if you have more customer statements or any other QuickBooks-related concerns. The Community space is always open to assist you.

Why is there not a "due date" on the statement? 

Will there be an option to customize the statement layout sometime in the future?

Also- I am using Quickbooks Online. 

Thank you.

We appreciate you for joining this thread, @CarpentersBusiness.

Currently, customizing the statement layout isn't possible in QuickBooks Online. We know how this would be beneficial on your end.

However, you can look for a third-party app that can edit the layout of your statements before sending them.

In the meantime, I recommend submitting direct feedback to our Product Engineers, They might add the feature to customize statements to our future product updates. Here's how:

1. Select Settings ⚙, then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

To be on a loop of the latest updates of QuickBooks, you can visit this page: QuickBooks Blog.

Leave a comment below for additional questions or suggestions about managing your customer statements. I'll be willing to lend a hand. Have a good day.

Can you add a custom field to a Statement? We have a custom field on Invoices that we would like to also be on statements.

I'm here to help you how you can add a custom field in QuickBooks Online (QBO), jessicaaf.

In QuickBooks Online, custom field isn't available on statements. It's only available to the invoices, sales receipts, refund receipts, estimates, credit memos, and purchase orders in QuickBooks Online. This gives you the flexibility to incorporate custom data and generate insights through comprehensive reports.

You can refer to this article for a more detailed guide: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Moreover, you can check out this link to learn how you can record invoice payments in QuickBooks Online.

Feel free to respond if you have more concerns related to your sales forms in QBO. I'm always ready to help.

Can you delete the invoice description on the statement?

Thanks for joining the thread, Cicely. 

You can remove the invoice description from the customer statement by downloading the statement as a PDF file (.pdf), converting it into a Word document (.docx), and manually editing it to include only the details you want your customer to see. After making your desired changes, save the document back as a PDF file (.pdf).

At this time, QuickBooks Online (QBO) doesn't have the option to directly remove descriptions from the statement.

If you're looking for a more streamlined conversion process, consider exploring third-party file converter apps available through QBO. Here’s how you can find them:

1. Navigate to the Apps menu and open the Find apps tab.
2. Enter any keyword in the search field or use the Browse categories to explore your options.

Additionally, there are various file converter tools available online that might suit your needs.

We recognize the importance of this feature in streamlining your workflow. To help enhance your experience with QBO, we encourage you to send us feedback. This will go directly to our product development team for careful review and potential consideration. Here's how to send it:

1. Click on the Gear icon and select Feedback.
2. Share your comments or suggestions.
3. Hit Next to submit.

Your input is invaluable to us, and we truly appreciate it. If you have any more questions or concerns, please don't hesitate to reach out. I'm dedicated to helping you navigate our platform to meet your business needs. Wishing you an exceptional day, Cicely!

Is there any way that you can have the PO Number on the statement, its a nightmare trying to tally things up going backwards and forwards rather than just having all their information on the statement? 

Currently, the option to include the PO number on statements in QuickBooks Online (QBO) is unavailable. Let's work together to an alternative way of achieving this.

You can utilize the Print or Preview feature in QBO, download the statement, and edit it via the PDF editor app for you to add the PO number on the statement. Here's how:

1. Go to Customers & leads under the Menu tab.
2. Choose the customer in question and click the dropdown menu under the Action column.
3. Select Create statement, tick the box, and click Print or Preview.
4. Download the file.
   
   

    

From there, you can edit the file via the PDF editor app and manually insert the PO number. 

To help us improve your experience, I recommend sending your feedback and suggestions to our Product Development Team. They'll consider your feature requests and add them to future product updates.

To submit feedback, please follow the steps below:

1. On the upper right corner, click the Gear icon.
2. Under Profile, choose Feedback.
3. Type in your product suggestions.
4. Once done, select Next to submit.

You can also track feature requests through the QuickBooks Online Feature Requests website.

I'll add this article if you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QBO.

Feel free to circle us back with your further questions about QBO statements. Our goal is to ensure you get the best experience in QuickBooks.