Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHi All,
Just a noob question, since I am a beginner user of QB. Whenever i create statement of Customers, it will include all transactions from "Invoices" which includes Delivery Note.
How can i remove the Delivery Note in SOA? I am using QB Desktop Enterprise.
Thank you in advance.
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:
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:
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:
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here