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April 19, 2021
Question

Customers statement do not show details of payments and invoices any more, why? I want to revert to the old statement template.

  • April 19, 2021
  • 1 reply
  • 0 views
why did you change the customer's statement?

1 reply

April 19, 2021

Hello chidi1, 

 

I can show you how to create statements in QuickBooks. 

 

There are three types of customer statements in QuickBooks. These are the following: 

  • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
  • Open Item: Lists all open, unpaid invoices from the last 365 days.
  • Transaction Statement: Lists all transactions for the selected date range.

Just make sure you selected the correct type of statement you want to create. If you're referring to the aging table at the bottom of the statement, I can show you how to enable that option. 

 

  1. Go to the Gear icon and select Account and settings.
  2. Click the Sales menu.
  3. Scroll down to the Statements section and click the pencil icon to edit.
  4. Toggle the Show ageing table at bottom of statement option.
  5. Click Save and then Done.

Feel free to use these references in handling customer transactions: 

 

Let me know if you have other questions. Any additional information is much appreciated if you're referring to something else. Take care!