We have some details about customising payment receipts and statements of accounts in QuickBooks Online (QBO) to suit your business needs better, Rezah-c.
The option to customize payment receipts is unavailable in QuickBooks Online (QBO). Alternatively, we can create a customer statement to show the summaries of invoices, payments, credits, and balances. To send a customer statement, follow the steps below:
1. Go to Get Paid & Pay or Sales, then Customers (Take me there).
2. Select the checkboxes for the customers you want to make statements for.
3. In the Batch actions dropdown ▼, click Create statements.
4. In the Statement Type dropdown ▼, choose the customer statement type:
- Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
- Open Item: Lists all open, unpaid invoices from the last 365 days.
- Transaction Statement: Lists all transactions for the selected date range.
5. Select the dates for the statements and the date range.
6. Review the customer's email addresses.
7. Click Save, Save and Close, Save and Send, or Print or Preview.
For more details, you can check out this article: Create and send customer statements in QuickBooks Online.
On the other hand, if you are referring to customising your customer statements, we can customise it in the Account and settings. Statements section page. Let me guide you through the process:
- Go to Settings and select Account and settings.
- Click the Sales tab.
- Choose Statements.
- Select whether to list transactions as one line each or to show finance charges and other details for each transaction.
- To list amounts owed by how many days they’re overdue, turn on Show ageing table at bottom of statement.
- Press Save. Then, select Done.
Moreover, refer to these articles to help you design and personalise your sales forms in the program:
Feel free to visit the Community space if you require additional assistance managing your customer transactions or any QuickBooks-related concerns. We're here to provide the best guidance and support to help you find the right solution for your every concern, Rezah-c.
