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jimd1
Aug 20, 2022 3:10 PM UTC
Solved

"Create Statement" gives error message: "Total balance doesn’t include unapproved transactions."

When I try to create a statement for a customer with open invoices I get an error: "Total balance doesn’t include unapproved transactions."

 

The total balance shown on the Create Statement page is $0.00. The open balance shown on the Customer & Leads page is quite a bit more.

 

What am I missing?

jimd1Answer
Aug 20, 2022 6:19 PM UTC

I figured it out. Even though there is an option to Create Statement in the drop-down menu on the right, apparently it is non-functional for sub-customers. Create Statements seems to be only available for top-level customers, which is kind of disappointing.

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jimd1AuthorAnswer
Aug 20, 2022 6:19 PM UTC

I figured it out. Even though there is an option to Create Statement in the drop-down menu on the right, apparently it is non-functional for sub-customers. Create Statements seems to be only available for top-level customers, which is kind of disappointing.

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