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Adding Status to Invoices and Bills?

We use QB 2004. Do later versions of QB support any kind of status field where you can enter in long detailed text explaining the current status and history of specific invoices and bills? For a given invoice, you might want to document who you spoke to at the customer company and when, particularly when invoices become overdue. For Bills, you might want to enter in reminders to people like "Do not pay this invoice until they issue credit for defective part...."

The only way to do this in QB 2004 is to deface the business document, or to try to squeeze it into an extremely short memo tag that is better used to hold summary information than status.

Reply to
Will
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Welcome back Willy. Long time since you asked one of your many questions.

Reply to
Allan Martin

We use a rubber stamp: "Past Due," which is just about the only dialogue we need on statements.

Reply to
HeyBub

I'm trying to get the summary information to show up on a management report so that someone doesn't have to thumb through actual invoices.

Reply to
Will

Reply to
Gil Faver

yep, I just reread a moment before you posted again, and see you saw the obvious.

maybe dump an A/R aging to excel and create something. That, however, seems not an easy way to recreate such a report each month, and transfer over the relevant comments . . .

Reply to
Gil Faver

In QB Premier Accountants Edition 2006, there is a "Notes" feature in the Customer set-up. Try editing the customer and see if "Notes" is an option. It gives a great deal of space for the collection notations you may want to record.

Reply to
Joanne

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