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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 10 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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