Credit memo on statement aging

dskaggs · ‎July 07, 2021

I entered a credit memo for a customer. When I printed the statement page, the
aging at the bottom shows the credit in the 1-30 Day Past Due bucket instead of the Current
Due bucket even though the credit has a current date on it.

JenoP · ‎July 09, 2021

Thanks for letting us know that you already tried to clear cache and user other browsers as well, dskaggs.

In this case, I would recommend reaching out to our chat and phone support teams. They can take a closer look at your statement and check why it's showing under the 1-30 Day Past Due bucket instead of the Current.

Here's how to reach out to them:

Click the Help menu in the upper-right hand corner of your QBO account.
Type in "Talk to a human" in the chatbox, then press Enter.
Select Get help from a human.
Click Chat with us or Have us call you.

More details about their contact details are discussed here: QuickBooks Online Support.

You can also check out this article for more information: Create and Send Customer Statements in QuickBooks Online.

We're always here if you need anything else while working in QuickBooks. We'll make sure everything is sorted out.

View solution in original post

AileneA · ‎July 07, 2021

Hi there, dskaggs.

Welcome to QuickBooks Community. I'll lay down a couple of solutions to help you fix the issue.

Let's figure out if this is a browser issue. We can try logging in using an incognito window. This way, we'll know if it's your regular browser, which causes this unexpected behavior.

Follow the shortcut keys, depending on what browser you're using.

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Shift + N
Microsoft Edge: Ctrl + Shift + P

Then, clear the cache and update the browser to fix issues in QuickBooks Online.

In the meantime, you can check out these articles below about, paying bills and handling vendor credits in QuickBooks Online for your future reference:

Let me know how this goes. Should you have follow-up questions or concerns, don't hesitate to tag me in your comment. I'll be here to help you. Stay safe!

dskaggs · ‎July 09, 2021

I cleared the cache as you recommended, and I also tried using Chrome (I currently use Firefox) and I got the same problem on the statement page aging with both browsers.

JenoP · ‎July 09, 2021

Thanks for letting us know that you already tried to clear cache and user other browsers as well, dskaggs.

In this case, I would recommend reaching out to our chat and phone support teams. They can take a closer look at your statement and check why it's showing under the 1-30 Day Past Due bucket instead of the Current.

Here's how to reach out to them:

Click the Help menu in the upper-right hand corner of your QBO account.
Type in "Talk to a human" in the chatbox, then press Enter.
Select Get help from a human.
Click Chat with us or Have us call you.

More details about their contact details are discussed here: QuickBooks Online Support.

You can also check out this article for more information: Create and Send Customer Statements in QuickBooks Online.

We're always here if you need anything else while working in QuickBooks. We'll make sure everything is sorted out.

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Credit memo on statement aging