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.

Next, you can search your project list for that specific Company or Business.

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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