The Separate Balances Owner Statement uses Issue Date reporting by default. This means income invoices appear on the statement as soon as you create them.
You can request to switch to Due Date reporting instead, where invoices only appear when they're due (though paid invoices will still display before the due date).
How each method works
| Method | When invoices appear |
| Issue Date (default) | Immediately when created |
| Due Date | On or after the due date, or earlier if paid |
Example
You create an invoice on 1 March with a due date of 15 March:
- Issue Date reporting: Invoice appears on the March statement immediately
- Due Date reporting: Invoice appears on or after 15 March, unless it's paid earlier
How to switch to Due Date reporting
Contact our support team and request the change. We'll configure it for your account.
What happens to existing invoices
When you switch methods, historical invoices keep their previous status. The system won't reclassify past invoices.
For example: If an invoice showed as "Invoiced" on your March statement under Issue Date reporting, it will still show as "Invoiced" on your April statement after you switch to Due Date reporting.
Related to