View client balance statement

View a breakdown of all your customer jobs in one place, ready to send to your clients.

How to view a balance statement for a client

1. Head to the customer tab and search for your client/Company
2. Select customer from the list to view their profile
3. Click on the three dots, top right, and select View balance statement OR scroll down the page, below the invoices you will see a tab View balance statement

What's included in a balance statement?

Your client balance statement shows a breakdown of invoices, payments and balances for each job with a status of either Won or Done. Jobs with other statuses are not shown on the balance statement.

The balance statement shows the state of those jobs, invoices and payment today, and is limited to the last 30 current jobs.