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hello, i am trying to do a case when statement, when tran date = 3 months ago, and transaction type is invoice, then show quantity sum of items

My general advice to you is to stop using column formulas as filters

Use search filters to choose which search rows appear in your results

I think your formula is not formatted well. I think your created formula is pointing to today - 3 months, not the entire month, 3 months ago.
I think your transaction type might work better if you wrote it like
{transaction.type} LIKE '%invoice%'

But I also think this can be done using simple criteria rather than a case statement.