Full Users can use the Projects List to quickly view and create a Monthly Billing Statement for a client.
Follow the steps below to get started:
Add the Custom Columns 'Amount Due' and 'Remaining Balance' to your Projects List View, click 'Update Columns', and then place these columns beside each other for ease of view
'Amount Due' refers to funds actively due right now on signed projects (this includes Deposits or Net Payments), i.e., these clients owe money today
'Remaining Balance' refers to what is currently due, including what amount may be due in the future in any project status
Hover your mouse over the top of either Custom Column to view the total
Select 'Contract Signed' and 'Action Needed' statuses to view totals for all contracts with a signature.
Filter by 'Specific Dates' to view signed contracts within a given month
Type in the client's name in the 'Client' search field
Select all projects
Download this Projects List as 'Projects List -Visible Columns' Excel sheet
Sum the 'Remaining Balance' column within the Excel sheet
If you're using 'Numbers', you might have to select the circular icon featuring two green lines positioned at the bottom left corner of the rows to generate a new row for summing this data
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.
