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M
Mouselette
February 5, 2020
Question

Customizing Customer Statements for aging

  • February 5, 2020
  • 2 replies
  • 0 views

Hi!

I'm in a bind as I cannot find out how to edit my Customer Statement forms.

 

Our terms are either 2%/Net 10, 15 days, or Net 30.

 

Most are at net 15, so I need that box at the bottom of the statement form

 

Thanks!

 

PS - we use QB Pro 2020, Desktop version, on W10

2 replies

L
LauraAB
February 5, 2020

Hello Mouselette,

 

Don't worry! I can help lead the way to where you can go to customize your customer statements in QuickBooks Desktop. Once you know the way, it's fairly simple, and you can get to testing out the customization options. Here's how to get there.

  1. Select Lists from the top menu.
  2. Choose Templates.
  3. Double-click the form you'd like to edit or click Templates, then New to create a new one.

You can try changing the wording of the existing columns and fields or add your own. Keep in mind if you add your own that the program won't automatically populate the fields with information because it's not coded to know where to pull the information from.

 

Take a look at our Use and customize form templates article for more information about customizing your statements and other templates.

 

Play around and see what you can create! Give me a shout if you have more questions.

M
MouseletteAuthor
February 6, 2020

Hi Laura!

 

I think you're going to be my best friend - haha!!

 

Yes, I agree to all you are saying, and I will need to customize all my forms so I can have them in French.

 

Like you said, it's the coding of the Data Field that would be needed, so it can populate the right box with the 1-15 days data. I mean, it should be easy for the developers to make it, it exists for 1-3-, etc...

 

I'm even open to making my templates available to others, if others need them. It's a shame we can't use the forms produced in older versions though...

 

Talk to you soon!

 

Sylvie

L
LauraAB
February 6, 2020

Hey again, Sylvie! I'm all about making connections. They're a great way to strengthen what we each can do, and considering you're open to sharing the templates you create, it sounds like you know all about that. :)

 

I know I mentioned the feedback tool when I responded to your other post, and I encourage you to use it for this as well. In fact, feel free to send us feedback as often as you'd like. The more we hear from you, the more we'll know what's important for your business.

 

I'll keep an eye out for your questions! Have a great day.

    M
    MouseletteAuthor
    May 11, 2022

    I am following up on this thread, as it's been 2 years already

     

    I can't wait to see this happen.... eventually

     

    Cheers!

    PS: The Net 15 days exists in the terms list for invoices, but not for the statement form. We need to have it included on the statements. Please. Thank you.

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