STATEMENT OF ACCOUNT

Welcome and thank you for choosing QuickBooks Desktop (QBDT), @Yorksi123.

I can share some information on how to remove that delivery note in your statement form.

You can customize the template that you're using for your statement by removing that field from the Additional Customization window.

Follow the steps below:

1. Go to the Customers menu and proceed to the Create Statements.
2. On the Create Statements window, click the Customize button.
3. Select the Customize Data Layout and then the Make a copy button. 
4. Click either the Header or the Columns tab.
5. To show the field onscreen while you work in the form, select the Screen checkbox. To hide it, click to clear the checkbox.
6. To show the field on the printed form, select the Print checkbox. To hide it, click to clear the checkbox.
7. Click on OK once you’re done.

For more information about customizing your template or adding or removing fields in your invoices, see this article for detailed guidance: Create and use custom fields in QuickBooks Desktop. 

To show you how to send those statements to your customers through email, refer to this article: Email sales forms, invoices, and statements in QuickBooks Desktop.

I'm always here if you need more help in customizing your template by leaving a reply below. Take care and have a great rest of the day!

Hello @MJoy_D 

Thank you for the quick response, i followed all the steps but still cant do it.

It seems you can edit only the layout like columns and headers on that process.

Let me clear it, the Delivery Note is under " Invoices Transaction" so whenever i print SOA it will be included also - will appear as Invoice Number but Zero amount in SOA.

So, i need to remove/or dont show it in the SOA.

Sorry just a beginner.

Hello Yorksi123!

The Statement of Account or Customer Statement only shows us the invoices, credit memos, and payments received on a selected period. For us to further check it, I'd like to ask for a screenshot of your Statement of Account with the delivery note as well as the invoice itself. This way, we can see what really causing this behavior.

In the meantime, here are some of the articles you can check. These will explain more how to customize the forms in QuickBooks Desktop:

1. Create a billing statement

2. Use and customize form templates.

I'll keep an eye for your reply. Take care!

Hi @AlexV 

Here is the Screen Shot for the sample. Those Inv# without amount in the SOA are actually delivery note in QB.

Thank you.

Thanks for getting back here, @Yorksi123.

Let's perform some troubleshooting steps to isolate the issue so we can get you back to working order. 

To start, let's verify your data to determine common data issues. Then, do the rebuild data to resolve integrity issues. Here's how:

1. Go to the Window tab then Close All.
2. Then, click File.
3. Select Utilities. 
4. Choose Verify Data.
5. If you see the message Your data has lost integrity.
6. Let's now rebuild the data. 
7. Go back to the File menu.
8. Click Utilities and choose Rebuild Data.
9. Follow the on-screen process.
10. Then, click OK when you get the message "Rebuild has completed".

For more info, please see this article: Verify and Rebuild Data in QuickBooks Desktop.

Once done, create a Statement of Account again.

Also, feel free to reach out to our Technical Support team to help you in generating customer's statements. Our live support operating hours for QuickBooks Enterprise is 24/7.

If you need further assistance running the Statement of Accounts, feel free to post a reply below. I'm always here to help.