Customer statement not showing invoices paid after statement date

Yes, you can fix this by changing the statement type you are generating in QuickBooks Online. To show invoices that were unpaid at month-end but have since been settled, you should generate a Balance Forward statement.

This issue happens because the system defaults to the Open Item statement type. That option only pulls invoices that are unpaid at the exact moment you run it, hiding any invoices that have been paid off since, even if they were outstanding on your month-end date.

Here is how to change it:

1. Click the + New button in the top left corner.
2. Select Statement under the Customers column.
3. Choose Balance Forward from the Statement type dropdown menu.
4. Set the Statement Date to your preferred date.
5. Enter your exact month-end window in the Start Date and End Date fields.
6. The screen will refresh to display the correct historical customer balances and invoices for that specific month-end period.

If you have additional questions or concerns, feel free to leave a reply below.