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cassplaterstagin
Level 1

How can I create a statement that has a list of all past due invoices?

 
5 Comments 5
RCV
QuickBooks Team
QuickBooks Team

How can I create a statement that has a list of all past due invoices?

Let me walk you through on how to create a statement that has a list of all past due invoices, cassplaterstagin.

 

You can choose the Overdue option in the Customer Balance Status section to she the past due invoices. Let me show you how:

 

  1. Click the New Plus (+) icon.
  2. Select Statement.
  3. Tap the Statement Type.drop-down and choose Open Item.
  4. Enter Statement Date.
  5. Select Overdue on the Customer Balance Status drop-down.
  6. If you wish to print the statement, click Print or Preview at the bottom of the page.
  7. Hit Print.

statement01.PNGstatement02.PNGstatement03.PNG

 

For more details about this one, check out this article: creating and viewing customer statements.

 

Just in case you need to add the Past Due Stamp, just follow the instructions below. This way, it will show you the lists amounts owed by how many days they’re overdue.

 

Here's how: 

 

  1. Click the Gear icon on the top menu.
  2. Select Account and Settings
  3. From the Sales menu, scroll down to the page to see the Statements section. 
  4. Tick the pencil icon on the Statement section and check the Show aging table at bottom of the statement box. 
  5. Hit Save and then Done.

past1.PNGpast2.PNG

 

I've got a link here that provides you with articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/07?product=QuickBooks%20Online.

 

This should get you pointed in the right direction. Fill me in if you need a hand to run your financial reports or any QBOrelated. I'm glad to help.

cassplaterstagin
Level 1

How can I create a statement that has a list of all past due invoices?

You are a Qbook guru. 

Thank you so much

RCV
QuickBooks Team
QuickBooks Team

How can I create a statement that has a list of all past due invoices?

It's my pleasure to help you with your statement concern, cassplaterstagin.

 

Just in case you need to run a report for the past due invoices, you can access the Transaction List by Customer report.


Let me show you how:

 

  1. Go to the Reports menu.
  2. Enter Transaction List by Customer in the search field.
  3. Click Customize.
  4. Hit Rows/Columns and choose Due Date in the Select and reorder columns section. 
  5. Tap Filter.
  6. Tick the Transaction Type and choose Invoice.
  7. Click Due Date and select a period. 
  8. Press Run Report.

rep1.PNGrep2.PNGrep3.PNG

 

For more details about customizing reports, check out this article: Customize reports in QuickBooks Online.

 

To give you more insights about managing reports, refer to this link: https://quickbooks.intuit.com/learn-support/en-us/reports/07?product=QuickBooks%20Online.

 

Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks Online. You have a good one.

BobM
Level 2

How can I create a statement that has a list of all past due invoices?

How far back will the report list?  I have a customer that owes us since 2019 and they do not appear in the list. 

ChristineJoieR
QuickBooks Team

How can I create a statement that has a list of all past due invoices?

I'll make sure you'll be to view your overdue invoices in QuickBooks Online @BobM. Let me explain this further to you.

 

All invoices should show on the report list, even older invoices as long as it is tracked in QuickBooks Online accordingly. With that, we can ensure to sort the dates on the report date accurately.

 

If you encounter the same thing, we can run a troubleshooting process to aid the issue within the browser that prevents you from using QuickBooks seamlessly.

 

Here's how:

 

1. Restart your browser.

2. Log in to your account and try in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Firefox: press Shift + CTRL + P

 3. If it works on the private browser, go to the regular browser and clear your cache.

 4. Then, sign in back your account using your regular browser.

 

Additionally, you can use categories to track your transactions by departments, product lines, or any other significant components in your company. Want to know how? See this article for the complete details: Get started with class tracking in QuickBooks Online.

 

Please notify me if there's anything I can help you with while navigating your QuickBooks Account. Thank you for visiting us today.

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