Creating a specific type of statement

Thanks for getting in touch with the Community, KeswickGroup. I appreciate your detailed information.
 

You can customize statement templates from the Manage Templates screen.
 

Here's how:
 

1. In the top menu bar, go to Lists, then Templates.
2. From your form access its Formatting tab and click Manage Templates.
3. Find a template to preview.
4. Hit OK or Copy. The OK option will enable you to edit your existing template, while clicking Copy will create a new one.
5. Make any necessary customizations in the Basic Customization window. Here you can add a logo, change fonts/colors, and update company & transaction details.
6. Press Additional Customization to add or remove the items from your document's header, columns, or footer.
7. You can also click Layout Designer to move or resize items on the form. When you're finished, hit OK.
8. Press Print Preview to see your form, then click Close when you're reviewing it.
9. Select OK.

You can additionally use the custom fields feature to capture specific customer, vendor, employee, product, and service information. These can then be added to sales forms and reports.
 

If you notice there's some customizations you're unable to make, you can submit feedback about it to our Product Development team. You also have the option of checking our QuickBooks Desktop Marketplace for apps which may be able to help you achieve what you're looking to do.
 

I've included a couple detailed resources about working with statements which may come in handy moving forward:
 

• Use & customize form templates
• Create & send customer statements

If there's any additional questions, I'm just a post away. Have a wonderful Tuesday!