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Hello there, @Anonymous.
I'll share some details about changing the statement format in QuickBooks Online (QBO) and guide you in sending product recommendations to help improve the features of our products.
For the time being, the option to edit your clients' statement format to include their VAT number and display the service description per line item is unavailable in QBO. However, you can 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 visit the Sales menu on the Account and Settings page. For the detailed steps, here's how:
There are three types of customer statements in QBO. It's the Balance forward, Open Item, and Transaction Statement. If you wish to know more about them, kindly check out this article: Create and view customer statements.
On the other hand, I can see the benefit of being able to edit your clients' statement format to include their VAT number and display the service description per line item in QBO. With this, I would encourage you to send suggestions or product recommendations. We take your suggestions as opportunities to improve the various features of our products.
Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:
You may also want to check out one of our Help article as your reference to guide you in customising your sales forms like invoices, quotes, and sales receipts. Doing so, you'll be able to add information that matters most to your business using QBO: Customise invoices, quotes, and sales receipts in QuickBooks Online.
Please don't hesitate to let me know in the comments if you have other feature concerns or questions about creating client statements in QBO. I'll gladly help. Take care, and I wish you continued success, @Anonymous.
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