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May 27, 2022
Question

Is there a way a can make a statement for a client with multiple invoices???

  • May 27, 2022
  • 1 reply
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1 reply

May 27, 2022

Hi pneumecrs2022-ya,

 

Welcome to Community!  QuickBooks Online is a dynamic program that offers the versatility you need to reach your daily goals with peace of mind.  I'll be happy to assist!

 

Using the Custom Form Styles feature allows you to select specific elements for your business forms.  Here's how to include multiple invoices on statements;

 

1. Click on Settings ⚙ in the top right of your QuickBooks Online dashboard

2. Select Custom form styles

3. Open the Edit ✎ in the Action column for your standard/default template

4. Click on the Content tab and then the Edit ✎ for the middle section of your form

5. Checkmark the box beside Show on invoice

6. Hit Done to save the changes

You're all set!  When you create a customer statement the additional invoices will now be included.

 

If you have any other questions, please don't hesitate to reach back out.  We'd love to help!