Why doesn't an invoice with an open balance that is overdue not show up on overdue invoices report on dashboard?

Thanks for providing such detailed information, haskenazi1.

Let’s get these invoices’ balances fixed so you'll be back up and running.

The QuickBooks Online dashboard serves as a frontline overview of how your business is doing. Generally, the details that’ll show are based on the balances calculated from the back-end.

It’s possible the Automatically applied credit functionality was enabled from the Accounts and Settings page. Then, a credit memo was created for the customer which was unconsciously linked to the overdue invoice.

Here’s how you can double-check:

1. Go to the Gear icon, then select Account and Settings.
2. Choose Advanced from the left panel.
3. Scroll down to the Automation section.
4. If the Automatically applied credit was turned on, click the pencil icon.
5. Then remove its check mark.
6. Click Save and Done.

To remove the credit on the invoice:

1. Go to Sales in the left panel, select Customers.
2. Locate the name you need, in the Transaction List tab, open the invoice you’re referring to.
3. Click the 2 payments made link below the Paid payment status.
4. Open each of them. If you can see the Receive Payment with the Credit Memo, then remove its check mark.
5. Click Save and Close.

Once done, go back to the homepage/dashboard. It should now see the missing overdue partially paid invoice.

That should do it! Let me know if you have other questions about the overdue invoices report. I’ll be around!

Thanks for your reply but this does not apply to me as "automatically apply credit" was not turned on. any other ideas?

I appreciate you getting back to us, haskenazi1.

Thanks for clarifying your concern. I'd like to help you some more regarding the invoices with open balance not showing on the dashboards overdue invoices.

I've replicated this on my end to check if we have the same results. The Overdue Invoices Income report on the dashboard should show all the overdue invoice transactions including partially paid invoices.

Since you mentioned that the automatic apply credit feature is not turned on, we can try checking the status of the invoice by going to the Sales tab. This is to make sure it has the overdue status.

Once everything is verified but you're still having the same issue, I recommend you get in touch with our Care Support Team. We'll want to take a closer look and open an investigation to better isolate this concern. 

Don't hesitate to reach out again if you need help with handling invoices. I'll be around for you.

I have the exact same problem.  The automatically apply credit is also not turned on  and my invoice does not have a paid stamp or 0 balance.

I can help you sort this out, @sdevore1.

Let’s perform the following troubleshooting steps to isolate this for a possible browser related:

1. Access your QuickBooks Online account using an incognito or private browser. Kindly use either of the following shortcut keys:
   • Google Chrome, press CTRL + Shift + N
   • Mozilla Firefox: press CTRL + Shift + P
   • Internet Explorer: Press CTRL + Shift + P
   • Safari: press Command + Shift + N
2. If you’re able to able to print your estimates, you may want to clear the cache of your regular web browsers.
3. If the issue persists, you can use other web browsers.
4. Also, to check any issues with your browser’s health and its compatibility with QuickBooks Online you can use the Browser Health Checkup Tool.

To learn more about resolving printing-related errors in QuickBooks, you can check these articles:

• Fix QuickBooks Online printing issues on browsers for Windows
• Resolve PDF printing issues

Feel free to click the Reply button if you have other questions. I’m always here to help.

Me too...

Hello there, @selindam.

I appreciate you for letting us know about your experience of invoices with the open balance not showing on the dashboards overdue invoices. Let's get this sorted. 

Just to verify, have you already tried the troubleshooting steps provided on this thread? If you have and the issue persists, I suggest contacting our Phone Support team to investigate why the overdue invoice balance doesn't show on the dashboards. 

 Here's how: 

1. Click the ? Help icon, and then select Contact us.
2. Enter Open Invoice as your keyword.
3. Click Let's talk.
4. Choose either Get a callback or Message an agent.
5. Enter the necessary details to successfully contact them.

For additional reference, check the following article to watch step-by-step videos to get familiar with the QBO features: Video tutorials.

Thanks for dropping by. Please know that I'm just a comment away if you need further assistance. Have a great day.

my QB online is doing the same thing ALL open invoices are not showing on my invoice tab ..

however if I run a report AR ageing or open invoices I do see them. 

AHA! if you click invoicing tab on main screen 

then click all invoices you will see at the top it only shows transactions for 365 days. 

so if you are trying to see any invoices that are open you can not rely on that work flow 

(clicking on Invoicing Tab from Main Screen and Selecting Invoices Tab) 

You must run an open invoice report or AR Aging Report to get correct dollar amount of open invoices.