"Create Statement" gives error message: "Total balance doesn’t include unapproved transactions."

jimd1 · ‎August 20, 2022

When I try to create a statement for a customer with open invoices I get an error: "Total balance doesn’t include unapproved transactions."

The total balance shown on the Create Statement page is $0.00. The open balance shown on the Customer & Leads page is quite a bit more.

What am I missing?

jimd1 · ‎August 20, 2022

I figured it out. Even though there is an option to Create Statement in the drop-down menu on the right, apparently it is non-functional for sub-customers. Create Statements seems to be only available for top-level customers, which is kind of disappointing.

View solution in original post

jimd1 · ‎August 20, 2022

I figured it out. Even though there is an option to Create Statement in the drop-down menu on the right, apparently it is non-functional for sub-customers. Create Statements seems to be only available for top-level customers, which is kind of disappointing.

Topics

Training

Community

Resources

"Create Statement" gives error message: "Total balance doesn’t include unapproved transactions."

"Create Statement" gives error message: "Total balance doesn’t include unapproved transactions."

"Create Statement" gives error message: "Total balance doesn’t include unapproved transactions."

Need to get in touch?