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Print customer messages on statements

Unlike other sales forms in QuickBooks, statements do not have a Customer Message field. However, you can create a custom template and use the long text field to write and print a message to your customers. If you need the long text field for other information (such as a legal disclaimer), you may want to consider using invoices instead.

To do this task

  1. Go to the Lists menu and click Templates.

  2. Go to the Edit menu and click New Template.

  3. In the Select Template Type window, select Statement and click OK.

  4. Enter a name for the template.

  5. In the Customize Statement window, click the Footer tab.

  6. Select the Long text (disclaimer) checkbox, and enter your customer message in the text field to the right.

    Note: QuickBooks puts the message in the lower left corner of the form. To move it to another part of the form, click Layout Designer, and move the field containing your customer message.

  7. Click OK to save your changes.

    To use this template, select its name from the Print Format drop-down arrow in the Select Statements to Print window.

See also

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PPRDQSSWS403 9138 Pro 2017 8191ee