Skip to main content
L
lisa-philpott
November 7, 2024
Question

Can you amend the text in the customer statement template?

  • November 7, 2024
  • 1 reply
  • 0 views
We have multi-currency options and the current customer statement has our GBP bank details which is confusing when the invoices contain currency bank account details.  I would like to amend this information but I can't find where to do this.  Can anyone help?  

1 reply

C
CarlSJ
November 7, 2024

Yes, you can amend the text in the customer statement template in QuickBooks Online (QBO), @lisa-philpott. I'd be happy to help you.

 

To edit the default text message in the customer statements, kindly follow these steps:

 

  1. Sign in to your QBO account.
  2. Go to the Settings icon on the upper right corner of the page.
  3. Select Account and Settings.



  4. Click the Sales tab and select the Messages section.



  5. In the Sales Form dropdown, select Statement.



  6. In the Email Message section, make the necessary changes.
  7. Once done, click Save and Done.

 

On the other hand, if you want to edit the text message on a specific customer statement, here's how to do it:

 

  1. Go to the Sales tab and select Customers.
  2. Select the specific customer.
  3. Choose the Statements section and adjust the Date if necessary.
  4. In the Action column, select the dropdown arrow and click Send.



  5. You can edit the text message in the Email Body.
  6. Once done, click Send.

 

Furthermore, I've got you a future reference that allows you to generate a report and customise it to show invoices due on specific dates: Create invoices due on a specific day report in QBO.

 

I’m here to assist you step by step if you have any more questions or concerns about customer statements in QuickBooks. Wishing you a fantastic day ahead!

L
lisa-philpottAuthor
November 8, 2024

Thank you for your response.  It is the text at the bottom of that statement which contains the bank account details that I want to amend rather than the email body text.  Is that possible? 

M
Maybelle_S
November 8, 2024

Hello there, Lisa. I'm here to help you remove the banking information from the customer statement.

 

Yes, we can delete the bank details in your customer invoice template in the Add footer text section in QuickBooks Online (QBO).

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Your Company, select Customer form styles.
  3. Select the statement used for the invoice, then click on Edit.
  4. Click the Content tab.
  5. Clear the Add footer text or erase the bank info.
  6. Hit Save and send.

 

You can go back to the statement page and verify the changes. I'll also add these handy articles to learn more about how you can handle statements and other sales forms in QBO:

 

 

Let me know if you have other questions about the invoice template in QuickBooks. I want to ensure everything is taken care of.

Terms & ConditionsAccessibility statement