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How can I generate a statement for a company with all their open balances?
How can I generate a statement for a company with all their open balances?

Here's how you can use your Custom Columns to see all the projects for a company with a remaining balance.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

First, head to your project list and add your Custom Columns.

Then, add in your Custom Columns. I suggest Remaining Balance, Payment Type, Customer name, Business to make it easy for you to see these results.

Filter your project list by Business, then filter by Billing Status, and as a best practice, you can include projects that are Archived.

From here, you can see all projects for this company with the remaining balance and if the project is paid with a deposit (Upfront) or on a Net basis.

Finally, you can download your project list into an Excel Document for a summary for the Company.

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