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eagle2023
October 12, 2020
Question

I need my customer's P.O. numbers or job names from invoices to show on statements. How can I edit the statement to include this information?

  • October 12, 2020
  • 4 replies
  • 0 views
Statements show invoice number and due date, but not PO number for each invoice. My customer's are asking for this information to help them match up jobs.

    4 replies

    N
    Nick_M
    October 12, 2020

    Hi there, eagle2023.

     

    Thanks for dropping by the Community, I'm happy to help. What you're going to want to do is enter the purchase order numbers on the Message on statement box. That way it saves and the customers will be able to see it. 

     

    If there's anything else I can help with, feel free to post here anytime. Thank you and have a nice afternoon. 

    D
    dorydan
    February 12, 2021

    Nick, that recommendation is absurd.  

     

    Many of us sell to companies who often have POs up to 16 digits long.  We are not going to take that and manually paste it into the memo box, body of the letter, subject field of the email, or any other place.

     

    The customer's PO field is populated and stored in the data.  Just fix QB to make it put the customer PO# on the darned statement.  Is it that difficult?  How can you expect any customer to pay off a statement when they have no reference number against which to reconcile it at their end? 

     

    QUICKBOOKS NEEDS TO FIX THIS!

      S
      ShiellaGraceA
      February 12, 2021

      Thanks for joining us today, @dorydan.

       

      Currently, the option to show the PO number in invoices is unavailable. For now, you can add a custom field and manually add it. I'll take note of this suggestion so I can pass it along to developers. 

       

      To enable custom fields:

       

      1. Go to Gear at the top.
      2. Select Account and Settings.
      3. Choose the Sales tab, then hit the pencil icon to edit.
      4. Turn on Custom fields, and mark the boxes next to PO No.
      5. Click Save and then Done.

       

       

      You can also browse this link if you need help with other tasks in QBO. Just look for topics that suit your concerns.

       

      Please know that you're always welcome to message me if you have other questions or concerns with invoices. I'll be around for you. Take care and have a nice day.

      F
      FateCandylaneT
      January 5, 2023

      I understand how time-consuming it is when something isn't applicable the way you need it, Daphne.

       

      Currently, the ability to add PO numbers on your customer statements is unavailable in QuickBooks Online (QBO). I can see how convenient it is for you and your customers to track their payments through their PO numbers.

       

      Thus, to help us improve our product to the feature you wanted, I recommend sending your feedback and suggestions to our Product Development Team. This way, they'll consider your feature request and add them to our future product updates.

       

      To send feedback, here's how:

       

      1.  Sign in to your QBO account, and go to the Gear icon.
      2. Choose Feedback, and enter or add your suggestion.
      3. Select Next to submit.

       

      Moreover, if a customer approves your quote or estimates, you can easily copy a quote to a purchase order to streamline your process seamlessly.

       

      Let me know if you have further questions about the statements. We'll be right here to assist you. Have a good one!

      C
      cja1910
      September 1, 2023

      It's like the software was designed and developed by people who don't run businesses. What's a bit interesting is in QB enterprise it lets you toggle on the items that are included in a particular invoice but again, there's no way to automatically include the purchase order from our customer. What we've found is that you can enter the po in the memo field in a sales order or invoice and it will show up on the statement. Doing this on every sales order/invoice when it's already been entered in the po is absurd as well. Every month we send out the statements and receive so many customers asking for copies of the invoices on the statment. It's a total time suck. 

      Coluccio
      Coluccio
      May 8, 2024

      Any update to this?

      J
      JanbonN
      May 8, 2024

      Editing the customer statement is still not possible, @Coluccio.

       

      However, I have a workaround you can use by adding the Purchase Order (PO) number on the memo field of your invoices to show in the statement.

       

      To begin, open your QuickBooks Online Company. Then, follow the steps below.

       

      1. Go to +New and choose Invoices.
      2. Fill in the necessary information.
      3. Scroll down the screen to the Memo field section.
      4. Input the PO number.
      5. Click Save and close.

       

      After this, create the customer statement. The PO number will be shown beside the invoice number.

       

      To add the ability to edit the statement, I recommend sending feedback directly to our product engineers for them to analyze and decide to add it in future updates.

       

      To send your request:

      1. Go to the Gear icon.
      2. Select Feedback.
      3. Enter your comments or product suggestions.
      4. Tap Next to submit.

       

      Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

       

      Let us know if you have further concerns with your customer statements. We'll be here to help you in any way we can.

      T
      Taras_T
      February 24, 2025

      Hello!

      Any update to this in 2025?


      I'm particularly and especially interested in an simple/automated way to make the Sub-Customers (used to be called Jobs in QB Desktop) Name info to be shown on the Statements in QuickBooks Online. Not by putting that info manually in the "Memo on statements" text field within each Invoice.


      Thank you.

      D
      dorydan
      February 24, 2025

      No, it hasn't even been 4 years yet.  Common, these things take a lot of time!

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