How do I create a statement that shows all overdue invoices?

Hey there, @dLearned. 

Thanks for taking the time to follow along with the thread and sharing your concerns here in the QuickBooks Community. 

When creating statements in QuickBooks Online, the option to only show the last 365 days for Open Items is automatically set. However, I have a workaround so you can set a date range instead of only having the 365 days. 

In this workaround, you can select Transaction Statement instead of Open Items. You have an option to click on Customer Balance Status. If you set that to Open, that should give you the same info, or you can set it to Overdue. Then, you can set your date range. 

Please let me know if this works for you. I'm only a Reply away should you have any questions or concerns. Take care! 

Thanks for your reply.  I've used the batch statement for now but I did try your suggestion for future monthly statements.

This absolutely doesn't work, as it is lists all invoices ever issued in that date range (albeit most have received amounts), and does not list the balance of invoices that were only partially paid.  Example, I have a client that overpaid an invoice in 2019 and hasn't used the credit yet, and another with a couple of short paid invoices.  The statement for these clients is more than ten pages long each, and there is no aging on the bottom, no page numbers (also no identifying header on the top of the second page which is also annoying and confusing).  This on top of a layout that is not justified.  It is difficult to go through that many pages to figure out which invoices had received amounts differing from the original amount.

I'm understanding now why my predecessor never sent statements out.  They're quite atrociously designed.

Thanks for getting back to the thread, @dLearned. I'm here to help you create a statement for all your overdue invoices.

It is possible that the automatic application of credits is turned on, which is why there are no overdue invoices that'll show.

In the Account and Settings menu, you can disable auto-applied credits. After that, you'll need to open the invoices, erase the payment that was tied to the credit, and then create a new statement.

Here's how to turn off auto applied credits:
 

1. Go to the Gear icon and select Account and Settings.
2. Click on the Advanced tab.
3. Click on the Pencil icon in the Automation section. 
4. Uncheck the box against Automatically apply credits.
5. Select Save and then Done.
    

For additional information on how to create and send customer statements in QuickBooks Online, you can click here.

If you want to run a report for the past due invoices, you can access the Transaction List by Customer report. You can also customize reports in QuickBooks Online.

If you need any further assistance on how to manage invoices and purchase orders, I'll be here, always ready to assist you. Stay healthy and happy!