What determines which invoices appear?

When you generate a customer Statement, BrightBooks includes transactions based on:

1. Date range
   • Only invoices with a transaction date within the Statement’s From/To dates are shown.
   • If an invoice date is before the From date or after the To date, it will not appear.
2. Invoice status
   • Only posted invoices and credit notes appear.
   • Draft, unposted, or deleted invoices do not appear.
3. Customer and currency
   • The Statement only shows invoices for the specific customer you select.
   • If you use multicurrency, the Statement will reflect the currency of that customer’s account.
4. Posting and allocation
   • Posted receipts and credit notes allocated to the customer will appear and affect the balance.
   • Mis‑allocated items (to the wrong customer or invoice) can make a Statement look incomplete.

How to check a Statement that’s missing invoices

Use this quick checklist:

1. Check the invoice itself
   • Open the invoice and confirm:
     • It is posted (not draft).
     • The invoice date is correct.
     • It is raised under the correct customer.
2. Check the Statement date range
   • When generating the Statement, confirm the From/To dates include the invoice date.
   • If not, adjust the dates and regenerate the Statement.
3. Check allocations
   • Open the customer’s account and:
     • Confirm the invoice is listed there.
     • Check that any receipts or credit notes are correctly allocated.
   • Correct any mis‑allocations and regenerate the Statement.
4. Check for duplicate customers
   • If there are similar customer names/codes, make sure you’re generating the Statement for the same customer record that holds the invoice.
5. Check the Statement layout
   • If the Statement appears to cut off lines or totals:
     • Try regenerating it.
     • If it still looks wrong, note the customer, invoice number, and attach screenshots for support.

Summary

If an invoice is missing from a Statement, it is almost always because:

• The date range doesn’t include the invoice date,
• The invoice is not posted,
• The invoice is under a different customer, or
• There is an allocation or layout issue.

Check those four areas, correct as needed, and regenerate the Statement.