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Level 2

Statements including sub-customers

We used to be able to create statements that would include sub-customers under the parent customer name. However, now the statements only show open invoices that have been invoiced under the parent customer name. They don't include any open invoices that I created under the sub-customers. How can I create a statement that includes all of the sub-customer invoices under the parent? Please note: the sub-customers all have "bill with parent" selected. Thank you for your help.

Solved
Best answer 09-08-2017

Accepted Solutions
Level 8

Re: Statements including sub-customers

Thanks so much for sending these screenshots.

 

I'm seeing that there are 32 overdue invoices, and two statements. I don't see where there are 65 overdue invoices.

 

Please note that the program doesn't generate one statement per invoice. If there are multiple open invoices for a parent customer and their sub-customers, all of those invoices are included in one statement under the parent customer. You can see the invoices included by following these steps: 

  • From the screen in the second photo, check off the statement you'd like to view. 
  • At the bottom of the page, click Print or Preview
  • You'll now see a preview screen with multiple invoices listed under each statement. 

Please let me know if this helps. 

View solution in original post

12 Comments
Level 8

Re: Statements including sub-customers

Hi Kyee, 

 

It's a priority that these transactions show up on the statement, and I'm here to help. 

 

I just created a statement for a parent customer on my account, and the sub-customer's transactions were included. The program won't pull the name of the sub-customer on the statement, so I recommend double checking the invoice numbers to ensure that the sub-customer's invoices weren't overlooked. If not, can you please send me a screenshot of both the sub-customer's open invoices, and the statement? 

 

Thank you for your time. 

Level 2

Re: Statements including sub-customers

Screen Shot 2017-09-08 at 10.03.05 AM.png shows we have 32 overdue invoices

 

 

Screen Shot 2017-09-08 at 10.45.56 AM.png However, this shows that only 2 statements show up.

 

These screen shots show that we have 65 overdue invoices. However, when I go to create statements, it only shows two parent customers. None of the remaining sub-customers are showing up even though I have "bill with parent" selected. Thank you for your help.

Level 8

Re: Statements including sub-customers

Thanks so much for sending these screenshots.

 

I'm seeing that there are 32 overdue invoices, and two statements. I don't see where there are 65 overdue invoices.

 

Please note that the program doesn't generate one statement per invoice. If there are multiple open invoices for a parent customer and their sub-customers, all of those invoices are included in one statement under the parent customer. You can see the invoices included by following these steps: 

  • From the screen in the second photo, check off the statement you'd like to view. 
  • At the bottom of the page, click Print or Preview
  • You'll now see a preview screen with multiple invoices listed under each statement. 

Please let me know if this helps. 

View solution in original post

Level 2

Re: Statements including sub-customers

Hello,


Yes, sorry 32 overdue invoices. From the client screen I click the orange button that says $65,095 - 32 overdue. It shows me 32 line items each with an overdue balance. If I click the box in the title bar that selects all the overdue clients/sub-clients and then select Batch actions > create statements. It brings me to the statement screen that shows me 25 unavailable statements. 2 statements are available. The balance for all 25 unavailable statements show 0. I should have 25 statements which include multiple sub-client invoices with varying balances - not 0.

 

At the top of the statement screen I see a yellow box that says: 25-27 customers have no statement for this date. Adjust the date, or click Save to create statements for the other 2... A sub-customer is being billed with its parent customer. You need to create a statement for the parent customer. 

 

So, that is saying I have to manually look at the overdue invoice list. Search for a parent client, filter to show only overdue invoices for that parent / sub-client and then create a statement - for 25 parent clients? 

Level 8

Re: Statements including sub-customers

I appreciate these additional details. 

 

It sounds like there aren't any statements available for those customers for that date range, but there are two available for 2 of your parent customers. It would be helpful to open up the 2 statements using the instructions I left above, and see how many open invoices are within those 2 statements. 

 

I look forward to your reply. 

Level 2

Re: Statements including sub-customers

Hello,

 

I appreciate your time in trying to help me. There are only 3 invoices showing up under these 2 statements. The 2 statements that show up are only for those 2 parents where I created the invoice under a parent rather than the sub-client. The other 25 clients that should have statements aren't showing up becuase I created the invoices under the sub-clients rather than the parent. The functionality of creating a parent statement that includes sub-client invoices was lost after the QB redesign. 

Level 8

Re: Statements including sub-customers

Thanks again for these details, Kyee.

 

Just to confirm, are all 25 of the remaining clients sub-clients? If so, have we tried changing the date range to ensure the right period is selected for those open invoices? 

 

 

Level 2

Re: Statements including sub-customers

Screen Shot 2017-09-12 at 1.50.16 PM.png Screen Shot 2017-09-12 at 1.50.41 PM.png

The statements I am trying to create are open items that are overdue as of today's date. But, you can see there are 31 overdue invoices. They are from sub-clients. There are a few invoices that belong to the same parent. But, there should be about 25 statements. 

Level 8

Re: Statements including sub-customers

It seems as though there are several invoices and clients involved in this scenario, as well as selective date ranges. The QuickBooks Online phone support team has the tools needed to do a screen sharing session with you. This would be the easiest way to resolve the issue, as they'd be able to watch your screen as you navigate through the program. I recommend giving them a call and asking about screen sharing to get this resolved as quickly as possible. The following article has their hours of operation, as well as their phone number: https://community.intuit.com/articles/1145770. 

 

Thank you for your time. 

Level 2

Re: Statements including sub-customers

Thank you for your time.

Level 8

Re: Statements including sub-customers

It's my pleasure. 

 

Please feel free to follow up and let me know how it goes with the support team. I want to ensure you get the help you need. 

Level 1

Re: Statements including sub-customers

Easy fix.  I had the same problem.  Go to the customer and click detail.  You'll see on the right where it says bill with parent or bill with customer.  Make sure they are marked bill with customer always.  you'll need to go to each one and do this, but they will generate statements then which sounds like your issue.

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