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dazoulay
Level 1

Why can't i create a statement for a client with an open balance? when i try it says no statement available for date.

 
3 Comments
IamjuViel
QuickBooks Team

Why can't i create a statement for a client with an open balance? when i try it says no statement available for date.

Let me help you sort this out, @dazoulay.

 

I want to make sure you're able to create a statement with an open balance in QuickBooks Online.

 

When you create a statement, make sure to select the correct date range of the statement. Also, you may choose either of this type of statements:

  • Balance Forward
  • Open Item Statement

Here's how to create a balance forward or an open item statement:

  1. Go to Sales.
  2. Choose Customers.
  3. Select the name of the customer.
  4. Click the Batch Actions drop-down, select Create Statement.
  5. Choose Balance Forward or Open Item in the Statement Type drop-down.
  6. Select the date range of the transactions that will be included.
  7. Click Save and Close.

That should do it! This should get you on the right track in creating statements in QuickBooks Online.

Sundewurks
Level 2

Why can't i create a statement for a client with an open balance? when i try it says no statement available for date.

I have the same problem. 

 

I set up an estimate for a contract that was accepted, then created progress billing invoices from that estimate. I tracked payments received. Why doesn't the Balance forward in the top line of the statement, indicate the total amount of the estimate? I have played around with the dates to try to make the initial balance come through, but it is always $0.00 no matter how I shift the statement dates. 

 

I also went to edit the customer's balance forward in the customer details, and was locked out of that feature. 

 

My goal is to provide my customer with the original estimate amount as the balance forward, and demonstrate their account status in a statement with each invoice transaction and payments made, and the balance due at the bottom. 

 

Is it possible to show a balance forward amount with Quickbooks Online? 

RaymondJayO
Moderator

Why can't i create a statement for a client with an open balance? when i try it says no statement available for date.

Hello there, @Sundewurks

 

Currently, there isn't a way to include the original total amount of the estimate in the Balance Forward Statement. This is because this type of statement only shows all the invoices and payments with balances within a specific period. For more information, check out this article: View Customer Statements

 

As an alternative, you can run the Estimates & Progress Invoicing Summary by Customer report and customize it from there. This way, you can email it to the customer. Let me guide you how. 

  1. Go to Reports from the left menu. 
  2. In the Search box, enter Estimates & Progress Invoicing Summary by Customer and select it. 
  3. Click Customize
  4. Set the Report period
  5. Go to the Rows/Columns section, then check the Date, Num, Status, Amount, Invoiced Amount, % Invoiced, and Balance boxes. 
  6. Select the Customer from the Filter section. 
  7. Click Run Report
  8. Choose the Email icon beside Print
  9. Click Email beside Save as PDF
  10. Enter your customer's email address, then click Send

 

The screenshots below show you the last seven steps.

Estimates&ProgressInvoicingSummaryByCustomerReport1.PNG  

 

Estimates&ProgressInvoicingSummaryByCustomerReport2.PNG

 

Estimates&ProgressInvoicingSummaryByCustomerReport3.PNG

 

Estimates&ProgressInvoicingSummaryByCustomerReport4.PNG

 

The Sales menu helps you easily manage your sales transactions, such as estimates. You can also edit and delete them to ensure your customer balances are correct. For more details, visit this article: Sales Overview

 

I'm always here to help if you need anything else. Have a good day, @Sundewurks

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