Statements with predefined date range showing outstanding invoices

[2sheds]

A client needs statements at the end of each quater, but selecting “Enter predefined range” and entering the range of say 01/01/2019 - 31/06/2023 then pressing the regenerate icon still includes July 2023 invoices, which need to be omitted. Is there a bug or am I doing something wrong? Thanks

[QFMathew]

Hi @2sheds

The date range applied to activity such as payments etc.

Regardless of the date range, outstanding invoices will still be shown.

[2sheds]

That’s very weird because issuing an invoice is an activity! Apart from editing a pdf, is there any way of doing this?

[QFMathew]

Hi @2sheds

Apologies for any confusion - by activity I mean things such as paid invoices, payments and credit notes.

Any outstanding invoices from any time period will show regardless of the date range selected.

There’s no way to change this I’m afraid.