Looking to update to cloud version of manager io. When i try to generate customer statements for customers that want a history of their transactions, it is only showing the invoice and not payments they have made to offset the amount on the invoice and the closing balance. Please advise. Followed in…

[image] David27: it is only showing the invoice and not payments they have made to offset the amount on the invoice and the closing balance. Did you select [Customer Statements (Transactions)] in [Reports]?

Yes I did. Followed instructions as set in guide but receipts from customer are not showing.

You need to furnish screen shots of: A receipt posted against a sales invoice. A Customer Statement report for the relevant period that does not show the receipt.

Please find screenshots attached [Screenshot (1).png] [Screenshot (3).png] [Screenshot (2).png]

Apparently you have not linked the receipt to the invoice number 733. Now the receipt says [Inventory - sales] If the receipt is linked to invoice 733 then it says [Accounts receivable - Name of the client (Melissa Supermarket Kabulonga) - invoicenumber (733) - and date (07-10-2022)].

How to I link it to invoice 733

Select the invoice on the Edit screen. By the way, Edit screens are far more useful for troubleshooting than View screens. The latter do not include all relevant information.

I have attached screenshots of the edit screen. when trying to edit receipt i could not see option to link invoice like in the guide. [Screenshot (5).png] [Screenshot (6).png] [Screenshot (4).png]

[image] Instead of choosing Inventory - sales for the account, choose Accounts receivable. This will bring up the option to select the customer (which should be prefilled with the customer you selected in the Paid by field) and the sales invoice.

Customer Statement not generating

ries November 14, 2022, 2:25pm 8

See: https://www.manager.io/guides/7820

You will have to scroll down the page to see:

Receipts against sales invoices

Topic		Replies	Views
Why aren't my Receipts showing against my Customer Statement.?	9	437	January 18, 2023
Not able to generate a Customer Statement	45	3911	January 18, 2023
Generating Customer Reports	6	89	July 31, 2025
Customer statements	10	768	January 18, 2023
Receipt of payment	16	926	June 3, 2023

Customer Statement not generating

Receipts against sales invoices

Related topics