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b-alghalayini-gm
Level 1

Can I generate customer statement of account with invoice description?

Can I generate customer statement of account with invoice description?
1 Comment 1
Maybelle_S
QuickBooks Team

Can I generate customer statement of account with invoice description?

Hello there, b-alghalayini.

 

Yes. In QuickBooks Online (QBO), you can include an invoice's description when you create a customer statement. You can follow the steps below to do so:

 

  1. Go to the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Click the Sales tab.
  4. Select the Statements edit pencil icon.
  5. Tap the List each transaction including all detail lines option. 
  6. Hit Save, then Done.

 

After that, you can create a statement by following the steps in this link: Create and send customer statements. It has the steps on how you can view current customer statements.

 

Moreover, you can review this reference if your customer is ready to pay their balance: Take and process payments.

 

Drop a comment below if you have other questions about statements in QuickBooks. I'll be more than happy to assist you further.