Hello, Kenny. Besides the Start and End dates, you could have missed the Customer balance status and Statement type, which causes the unavailability of customer.
Set the Customer balance status to All, Open, or Overdue. Then set the Statement type to Balance Forward, Open Item, or Transaction Statement. You can refer to the definition of statement types below:
- Balance Forward - lists invoices, payments, and the current balance for a specific date range.
- Open Item - lists all unpaid invoices from a specific start date to the present.
- Transaction Statement - lists all transactions recorded within a specific date range.
After setting the filters correctly, the customer will automatically appear on the list to completely create the statement.
If the issue persists, try logging in using an incognito browser to rule out any cache-related problems. Then, continue generating the statement.
Let us know if you need anything else. We're here to help.
