customize customer statements
Users should be able to customize statement forms for customers with outstanding balances the way we can customize invoices, estimates & sales receipts. Right now it's only one standard template but not all business are equal. The word "statement" on the current template doesn't allow for my business address to show when mailing the form in a window envelope. Also, the margins are way off & my business name gets cut off at the top of the statement when I print it.
Anthony Mangano
shared this idea
-
Kim Williams
commented
I agree with Anthony & Mark. We wanted to add the Date Due on the statement. I was told we cannot . We bill by statement, that's a whole other story, not invoice. Customers need to know they will incur finance charges if payment is not received on time. You also can't add a message to the statements unless you type it up separately and put that document on the copier glass and run the completed statements through the copier. What ever happened to being in the 21st century. There are a lot of things QBO can learn from desktop.
-
Mark Rankovic commented
We should also be able to do style formatting on the statement forms, as well as add the company logo, etc. This feature used to be available years ago (see this official help documentation from 2021 - https://quickbooks.intuit.com/learn-support/en-za/reports/can-i-add-company-logo-to-customer-statements/00/945217), but the support folks I chatted with indicated this capability was removed. It needs to be re-added to the product.