RELATED IDEAS
This idea has been merged into another idea. To comment or vote on this idea, please visit RAB-I-221 Ability to stop the Memo field printing on Customer Statments.
Statement Memo
Merged
Is there a way not to have the invoice memo in the statement? This is where we put our office info that the customer does not need to see.
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ADMIN RESPONSESep 11, 2019
Currently the setting to show invoice details on statements applies to ALL invoice details, and therefore to remove the memo means removing invoice details. This may be a suitable workaround.
Whilst excluding memo (only) is a valid idea it would require 'less than trivial' dev work, however we are happy to leave as an idea for others to vote on. Thank you for suggesting.
Hi Rebecca. Thanks for the tip. I have merged these 2 ideas.
We use the memo field for internal notes, not user facing comments. The fact it shows the memo detail on the statement means we cannot use the statements at all.
I think this is also the same suggestion: https://ideas.reckon.com/ideas/RAB-I-221
I agree, we often add info for "office only" and not for our clients. Please make the statements read like the reports we can run where it shows customer PO#, our Inv# date and value etc. The current statements even after spending hours on are poor.