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May 2, 2024
Question

How do I change the description on my statement to remove the due date for each invoice?

  • May 2, 2024
  • 1 reply
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1 reply

May 2, 2024

Hi maralexa,

 

Thanks for posting in the Community!

 

The description shown in your customer statement is based on the information from your invoices. You'll have to go back to the customer's invoice and verify the information entered. Also, changing the customer statement template isn't an option in QuickBooks Online (QBO).

 

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. 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 line, List each transaction including all detail lines, orShow ageing table at bottom of statement).
  6. Select Save.

You can check this link to learn more about the different kinds of customer statements: Create, send, and manage customer statements in QuickBooks Online.

 

Drop by again in the Community if you have further concerns. I'll be around to help you.