To access this feature, you must be on Goodshuffle Pro Standard or above.
Full Users can use the Projects List to quickly view and create a Monthly Billing Statement for a client.
Follow these steps:
Add the custom columns “Amount Due” and “Remaining Balance” to your Projects List view
Click “Update Columns” and position them side by side
Amount Due: Active funds owed right now on signed projects (includes deposits and payments not yet made)
Remaining Balance: What’s owed in total, including amounts scheduled for future invoicing
Hover your mouse over either column to see the totals for all rows
Set your filters:
Select “Contract Signed” and “Action Needed” statuses
Use Specific Dates to narrow by month
Search for the client’s name in the Client filter field
Select all visible projects
Click to Download Your Columns as an Excel sheet
In Excel or Numbers
Find the “Remaining Balance” column
Sum the values to calculate the total amount due from that client
💡 If using Numbers, you may need to click the green handle icon at the corner of your row set to add a new row for calculations
Pro tip: Add the Custom Columns 'Billing Status', 'Net Paid', and 'Contract Total' and place them beside each other to make it easier to view all results.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!