Customize Customer Statements
I would like to have the ability to customize customer statements. The way it is set up now, a new Statement Number is issued everytime I preview a statement. I would prefer to not have a statement number or have the option to customize it.
Stephen Connelly commented
Definitely a major flaw in QuickBooks, the standard template just looks awful, left-aligning amounts under Open Amount, what's that about? A running balance would be useful, particularly on statements with many transactions.
Please give us the option to customise it.
Boni Peters commented
I agree completely. The current template adds a second address line if there is a Suite or Apartment Number included with the street name.
We need the option to adjust and/or customize the fields on our own statements.
Samantha Morgan commented
I agree with above. I cannot send statements to my customer's by mail. It will not fit in the envelope properly.
An option to customise customer statements would be a great help to us as well. We need to put our bank details on the Statement, so people know where to pay! At the moment there is no way to do this, which seems ridiculous.
We prefer the customer statement to show statement ''of account" and second we would like to add >Footer as below
TOTAL AMOUNT DUE $XXXXX ON 31.05.2018.
PAYMENTS RECEIVED AFTER THE STATEMENT DATE WILL BE SHOWN IN OUR NEXT STATEMENTS.
3rd, Can the balance forward format balance amount be the same amount as invoices and accumulated (without the lump sump amount shown at bought forward balance)
I attach the format we prefer for your reference.
And also credit note can be add the TAX In front credit note!
cause our customer do not accept the without TAX credit note..