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robertrackl
July 20, 2020
Question

Why can I not generate statements for some customers?

  • July 20, 2020
  • 21 replies
  • 133 views
I can generate statements of account for most customers, but for some of them not. What might be wrong? (This used to work just fine)

21 replies

Tori B
Tori BQuickBooks Team
QuickBooks Team
July 20, 2020

Good evening, @robertrackl. 

 

Thanks for reaching out to the Community. 

 

To clarify, are those customers who you're not able to provide statements to, using sales receipts for the selected time period? If so, statements will not generate for those customers because sales receipts don't hit the Accounts Receivable account. Statements are an Accounts Receivable document. You can create a statement by generating an invoice in the same time period as the statement. I've included the steps below to create a statement. 

 

Please note: The statement window will tell you why your customers are missing. 

 

 

1.  From the Sales menu, select Customers. 

 

 

2. Choose the customers you need to create a statement for by checking off the customer's names. 

 

 

3. Click on Batch actions and hit Create Statements. 

 

 

4. In the Statement Type window, pick what type of statement you'd like to make. 

 

 

5. Fill in the date fields and select Apply. 

 

 

6. Click Save, Save and close, Save and send, or Print or Preview. 

 

 

That's all there is to it. Check out, Create and view customer statements for more details. 

 

Let me know if you have further questions or concerns. The Community is always here to lend a helping hand. Take care and enjoy your week! 

 

 

 

 

 

 

 

    robertracklAuthor
    July 20, 2020

    The way I generate statements is one at a time: display customer account; click on 'New transaction' and then on 'Statement'. I do this because I often need to adjust the message that is sent with the emailed statement. This has worked well for years for our little club where customers are actually members. But now, only for some members, an orange-framed box appears with "! Can’t create all statements -- 1 of 1 customers have no statements for this date. Adjust the date, or click Save to create statements for the other 0. To see customers for whom statements are not generated, update the filter above the grid." The way I generate statements, there is no filter nor a grid. Fiddling with any of the three dates does not help. Note that all charges are generated via invoices (no sales receipts). I am also trying to get help via messaging; while it says "We'll be with you in 5 minutes" nothing happens for hours; Very frustrating.

      Tori B
      Tori BQuickBooks Team
      QuickBooks Team
      July 20, 2020

      Thanks for getting back with me, @robertrackl. 

       

      I've done some research for the error message that you've provided above. I found that this was an investigation that's now been closed (INV-18525). Since you're continuing to see this error message, I recommend getting in touch with our technical support team, this way they can conduct further investigation of the issue. 

       

      I do see that you've been trying to get in touch through Chat, let's try getting in touch using our Call Back feature instead. I'll also be sure to take note of the problems you've had trying to contact support via Chat. You can use the steps provided below to get a Call Back. 

       

      1. Select Help (?).


       

      2. Click Contact Us. 

       

       

      3. Enter your concern, then hit Let's talk. 

       

      4. Choose Get a callback from the next available expert. 

       

       

      Let me know if there's anything else I can do for you. Wishing you and your business continued success. Take care! 

       

      hhproperties412
      September 29, 2020
      @robertrackl wrote:
      I can generate statements of account for most customers, but for some of them not. What might be wrong? (This used to work just fine)


      I've been having this same issue too! I FINALLY figured out my problem after diligently trying to troubleshoot from the other suggestions on this thread.  Maybe your problem is as simple as mine was?

       

      Make sure that if you have your customers set up into subgroups, that the customer you are trying to generate a statement for is not set up as "bill with parent."  If you aren't sure, go to customer and click edit.  You will see a checkbox "is sub-customer" and then a drop down. Be sure that you have this set to "bill this customer." Now, you can generate a statement if this was your issue. Or, you'd need to create a statement for the main group, which would only work if you had 1 customer in that group.

       

      I hope this helps someone out there!!!!  :)

        ChuckFarmer
        August 31, 2021

        This was exactly the issue I was having and the fix. Thanks so much for doing your own independent research on this one!

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