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sam-magiclightbo
September 21, 2022
Question

Why is there no amount shown on the statement history? My client is disputing the staements were sent, and I need to prove they were. (see grab)

  • September 21, 2022
  • 1 reply
  • 0 views
I can generate the statement list but under "amount" it says 0.00 instead of the amount the statement was for.

1 reply

M
Mark_R
September 21, 2022

Welcome to the QuickBooks Community, @sam-magiclightbo.

 

The transactions showing on your customer statement may have closed or paid entries. You'll want to review each of the transactions and verify if there are closed or paid entries. 

 

Once verified, you'll have to delete and recreate the transactions. Then, generate the customer statement again. If this work, you can send the statement to your client.

 

However, if you get the same result, let's perform some troubleshooting steps to get this resolved. There are times that the browser stores frequently accessed data, thus causing QuickBooks to act weirdly. To open a private browser, press this shortcut key on your keyboard:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If the troubleshooting works, it means that you need to clear the browser's cache so the system can start fresh. If this persists while using a private browser, I recommend switching to a different one.

 

Come back to this post and let me know how it goes, @sam-magiclightbo. I want to make sure this is taken care of.

 

You may also want to view the status of your sales transactions in QuickBooks. You can go to the Sales menu and select All Sales.

 

Wishing you all the best!

S
sam-magiclightboAuthor
September 21, 2022

This does not help me at all.

Please see screen grab.

I can generate a list of previous statements sent to the client, showing the date and time.

But the amount just shows 0.00 (again, see screen grab)

I need to be able to show the client that the statements were sent with the amount that was due at that time. This is also a legal issue - to prove statements were sent, when and to whom they were sent in the event of litigation.

 

R
Rea_M
September 21, 2022

Thanks for the update, @sam-magiclightbo.

 

Let's go to the Create Statement page and make sure the Start and End Dates are correct so you can show your clients' due amount at a certain time in QuickBooks Online (QBO).

 

When creating statements, there are a few things you need to consider, like the dates, number of clients affected, and their balances. In case one of your clients have no statements for that date, you'll have to adjust or correct the info you've entered (in the Start and End Dates sections), review their balances (under the Balance column), and toggle the filter above the grid to see who has and doesn't have one. To do this, here' show:

 

  1. Go to Get paid & pay and select Customers.
  2. Select the checkboxes for the customers you want to make statements.
  3. In the Batch actions dropdown, select Create statements.
  4. In the Statement Type dropdown, select the customer statement type.
  5. Set the Statement Date and make sure the date range entered in the Start Date and End Date fields are correct.
  6. Review the customer's balance and toggle the filter above the grid to see who has and doesn't have statements.
  7. Select Save, Save and close, Save and send, or Print or Preview.

 

You can read this article to know more about sending statements in QBO: Create and send customer statements in QuickBooks Online.

 

Also, you may want to check out one of our Help pages as your reference to guide you in managing your company's income and customers using QBO: Sales and customers help for QuickBooks Online. It includes topics about payments, statements, and credits, to name a few.

 

Let me know if you have other concerns about sending statements and managing income transactions in QBO. I'll gladly help. Take care, and have a great day, @sam-magiclightbo.

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