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hermina-andrade-
Level 1

Can I customize customer Statements or just Customer Invoices?

I only found "Invoice Template" under custom form styles.  Is there a template for customer statements as well?
1 Comment 1
Rubielyn_J
QuickBooks Team

Can I customize customer Statements or just Customer Invoices?

Let me share some information about customizing customer statements, @hermina-andrade-.

 

There are a few customization options for statements. However, changing or having a different customer statement template isn't an option in QuickBooks Online (QBO). 

 

You can only choose to list each transaction as a single line, including all details, and show the aging table at the bottom of the form. To do this, you'll have to proceed to the Sales menu on the Account and Settings page. For the detailed steps, here's how:

 

  1. Select the Settings ⚙ icon and choose Account and settings.
  2. Go to the Sales tab and choose the Statements section.
  3. Click Edit ✎.
  4. Select List each transaction as a single line or List each transaction including all detail lines.
  5. Choose the Show ageing table at bottom of statement option.
  6. Select Save.

 

For more information to help personalize your customer statement, you may review this article: Create and send customer statements in QuickBooks Online.

 

In the meantime, you may visit our Apps store and look for a third-party app that integrates well with QBO and allow you to have a different customer template. Otherwise, go to the Apps menu on the left panel and then enter a keyword in the search field to find one.

 

I'm also adding this resource to help personalize and add specific info to your sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

You can always comment below if you have other concerns or follow-up inquiries about customizing customer statements. I'm just around to help. Take care always.