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So we collect multiple deposit payments over time and slowly subtract it from their total like in my first screenshot.
Is there a way to mimic in QB like this?
I don't like how it simply says "Invoice" instead of listing the items in the invoice.
And I don't really need the "balance forward" part either.
Just a nice simple list of the items on the invoice, showing them all of their payments and the date separately, and the remaining balance.
But I just dont see how to do that...
Solved! Go to Solution.
Thank you for visiting the Community, @Anonymous.
There's nothing wrong with the dates of the invoice you created. This error appears when you've set the invoiced customer as a sub-customer and billed the parent customer. Let me help you verify this and get it fixed.
If you billed the invoice to the parent customer, you'll need to change your sub-customer's settings to Bill this customer.
Here's how you can change it:
Once done, you can now create a statement for the sub-customer with the dates you mentioned above.
However, if you don't have sub-customers set up, let's try performing some browser troubleshooting steps. You can open an incognito/private browser window. Use these keyboard shortcuts:
If you're able to create a statement using a private browser, I recommend clearing your browser's cache to improve its performance.
Let me know if you have any other concerns. Have a wonderful day!
Hi there, billing9.
QuickBooks Online has three types of statements. First is the Balance Forward which represents a particular time frame, usually a month. Second is the Open Item Statement which shows all of the open transactions regardless of the date range. The third one is the Transaction Statement which shows all of the transactions per customer. You can choose either of the three and see which one works for you.
You can also check this article on how to create and manage statements.
You might want to send feedback to our engineers for more customization options for statements. You can send it directly to them by clicking the Gear icon, then choosing Feedback.
You can get back to me if you need further help.
Check this screenshot:
I could maybe make this work but why is the balance forward on top and saying 0? I have to set the date range back to October 1st to include everything but when I do that it sets the balance forward to September 30th.
Also, why are the dates showing up and not the product name under the details of the invoice?
Check out this screenshot:
This is workable except for 2 things:
1)
- Why is balance forward at the top and at $0?
- I had to set the date starting in October 1st to include the invoice, but when I do that it sets balance forward date to 09/30 - what's up with this?
2) Why is the date showing up in the details of the invoice as opposed to the product name?
Let me chime in to this thread, billing9,
The amount that will be shown in the Balance Forward section is based on the balance due of the Start Date.
Only the invoice numbers and the created date will only show in the statement form. You can pull up the actual invoice to see the item details.
Since we currently don't have a way to customize a statement to show the item or account details, it'd be a great to send a product suggestion though. Please send it by clicking on the Gear icon and selecting Feedback.
Let us know if you have any questions.
Thanks for the response.
Ok I can deal with it just calling it "Invoice" - but I am still having trouble with these dates.
For instance, I have a customer with:
Invoice Date: 10/01/2018
Due Date: 03/01/2019
Service Date: 10/01/2018
She then made a payment 01/23/2018
But when I try and create the statement it says "Can't create all statements"
Screenshot here: http://prntscr.com/megf4n
What am I doing wrong with the dates here?
Thank you for visiting the Community, @Anonymous.
There's nothing wrong with the dates of the invoice you created. This error appears when you've set the invoiced customer as a sub-customer and billed the parent customer. Let me help you verify this and get it fixed.
If you billed the invoice to the parent customer, you'll need to change your sub-customer's settings to Bill this customer.
Here's how you can change it:
Once done, you can now create a statement for the sub-customer with the dates you mentioned above.
However, if you don't have sub-customers set up, let's try performing some browser troubleshooting steps. You can open an incognito/private browser window. Use these keyboard shortcuts:
If you're able to create a statement using a private browser, I recommend clearing your browser's cache to improve its performance.
Let me know if you have any other concerns. Have a wonderful day!
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