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November 8, 2023
Question

Why are my invoices not reflecting under statements. After the 30th of October our invoices DO NOT REFLECT under statements.

  • November 8, 2023
  • 1 reply
  • 0 views
Invoices reflect correctly under Customers and Invoices. But under statements for the customer it is blank.

1 reply

Bryan_M
November 8, 2023

Hey there, @sales-cornerstar.

 

I understand that it's unusual on your end not to see your invoices under the customer statements. Let me help you show them.

 

First, let's ensure that you create a statement on that specific date mentioned. Since, most of the time invoices don't show in the customer statement if it wasn't created. Here's how:

 

  1. From the Sales tab, select Customers.
  2. Tick the box beside the customer you want to create a statement.
  3. A Batch actions tab will show, click the dropdown beside it. Then, choose Create Statements.
  4. In the Statement Type field. Pick either Balance Foward, Open Item, or Transaction Statement.
  5. Select a Statement Date, Start Date, and End Date. Then, Apply.
  6. After that, click Save and close.

 

Review your customer statement shows. If it doesn't show, let's try performing some basic troubleshooting steps to identify if this is a browser-related concern. To start, let's log in to your account using incognito mode to avoid storing accumulated data that may cause odd behaviors in the program. You can use the shortcut keys below:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

Then, access the customer statements. If this works, clear the cache of your regular browser to eliminate piled-up data. Please note that you have a choice to not include the Password and other sign-in data in the Advanced section when clearing the cache. It might be you're used to logging into your account without typing your passwords.

 

If the issue persists, you can utilize another supported browser or device. It might be that the current one you're using has a temporary issue with the program.

 

You might want to personalise and add specific info to your sales forms, check out this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

For more queries about managing customer statements or transactions, don't hesitate to come back here. I'll be happy to help. Good day and keep safe.