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How can I generate a statement for a customer showing all their jobs?

Here's how you can see all the projects your customer has active.

Samantha Smith avatar
Written by Samantha Smith
Updated over 8 months ago

First, head to your "Projects" Tab and add your Custom Columns.

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

Filter your project list by Business and as a best practice, you can include Archived projects.

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.

Note: If you're just wanting to see what is remaining, but not due, you can sort your projects by Billing Status.

Any project with a Remaining Balance, but no Billing Status will mean that balance isn't currently 'due'.

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

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