Welcome to the Community space, @gmichael-telkoms. Let's team up to help you modify your banking details on invoices and manage customer statements inside QuickBooks Online (QBO).
To edit the banking details that your customer sees when you do invoicing, you'll want to edit it inside the template you're using for that specific transaction. We'll gladly write down the steps below to get you going:
- Access your QuickBooks Online company.
- On the top-right corner, click the Gear icon.
- Select Custom form styles.
- Locate the template you're using and click Edit in the Action column.
- In the Design section, go to the Add your EFT details section. Enter the new banking details or payment details.
- Click Done once everything is set.
For more details, please see this page: Adding bank details to your invoices.
About modifying customer statements, we recognize how relevant it is to have the option to do so. However, the option you're trying to access isn't available inside the program.In addition, here are some articles to help you manage invoice payments and keep track of transactions you've entered inside the program:
It's been a pleasure to have you here today. We'll be around if you need further assistance managing customer invoices or statements inside the program. Feel free to visit us anytime so we can help you out again. Keep safe.
