Creating past due statements to print and mail to customers

awoljoe · ‎June 30, 2020

In an attempt to create and print past due statements for my customers I have found a section called "create statements" in quickbooks. There is an orange warning box that populates a section of the page that tells me that for nearly all of the customers quickbooks has chosen ( I have no idea how QB came up with this list, it seems random) "customers have no statement for this date" . I dont understand what that means as I'm trying to create a statement for the date I wish to postmark and mail statements, I gave it a wide window from the start date to todays date from 10 months ago to end date ( I know I have maybe dozens of past due customers) . Also in the box it also reads "To see customers for whom statements are not generated, update the filter above the grid" .

My first question is where is this "filter" there is no "filter" to be found on the page, second question is what and where is "the grid"

Websters dictionary defines "grid" as a "a framework of spaced bars that are parallel to or cross each other; a grating."

I see no "grid"anywhere on the page

I have a list of say two dozen customers who I am tring to create a past due statement for in some cases multiple invoices from as far back as say eight months ago , I am not seeing anything in quickbooks that will lead me to achieve this yet.

Any help will be appreciated

JamesDuanT · ‎June 30, 2020

Let's figure this out together, awoljoe.

When creating statements in QuickBooks Online, there are factors that we need to consider. These are the so-called filters for statements:

Statement Type
Statement Date
Customer Balance Status
Date range (Start and End)

If the customer doesn't meet the certain factor that you set, you're likely to have the error you encountered. Thus, I'd recommend setting those "filters" properly so you can create the statement you need.

You can change it as many times as you want. Then, click the Print or Preview to see how the statement look like.

Here's a reference regarding the statements: Create and view customer statements.

Give us more details if you still need assistance in create one. Have a great day!

cassplaterstagin · ‎July 12, 2020

I still cannot get a list of past due invoices on a statement. Quickbook will only list the total amount due. I need a breakdown or list of the invoice numbers and dates to send my client. This is so frustrating. And my filters are all correct. Please help

Catherine_B · ‎July 12, 2020

Hello there, cassplaterstagin.

We can set the Customer Balance Status to Overdue and set the date range of the invoices that you want to reflect on the statement. Let me show you how:

Go to the +New button and click Statement.
From the Statement Type, select Transaction Statement.
Under the Customer Balance Status drop-down click Overdue.
Enter the Start and End date of the invoices.
Click Apply.
Select Print or Preview at the bottom.
Click the Print Statement window and click Save and send.

I'll be attaching the reference my colleague provided on how to create and view customer statements.

I'm just around the corner if you have other questions. You take care and have a great day!

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Creating past due statements to print and mail to customers