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Anonymous
Not applicable

My statement need to be a certain format, my client is not accepting my statement. I need to include the customer VAT number,line description. How do I change the format?

Need to edit my statement layout to include Client VAT Number.  And my line items need to display the Service description.
1 Comment 1
Rea_M
Moderator

My statement need to be a certain format, my client is not accepting my statement. I need to include the customer VAT number,line description. How do I change the format?

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:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Go to the Sales menu.
  4. Click anywhere in the Statements section to open its contents.
  5. Choose the option you want (List each transaction as a single lineList each transaction including all detail lines, or Show ageing table at bottom of statement).
  6. Select Save.

 

There are three types of customer statements in QBO. It's the Balance forwardOpen 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:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

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.