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Project Statement

Greg Guarnaccia

May 17, 2017 17:50

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Is there not a way to create a project billing statement that lists all outstanding invoices?

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4 comments

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  Memde August 12, 2018 18:28

  I agree, it would be nice to have a billing statement as you describe.

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  Greg Guarnaccia May 17, 2017 17:58

  All I can see doing is using a summary which is hardly a professional way to present this to a client.  Can we not create a visual or code based Report to do this?

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  Oranged Support May 17, 2017 18:37

  There is a Client statement, which can be found by selecting the Client and clicking the dropdown at the top right of the window (will say client overview) and then selecting Client Statement. That will show all projects an invoices.

   

  If you're looking for a list of unpaid invoices for a specific client, the summary would be the best way to go since you can filter it by a client, show exactly what you'd like, and display specific fields. 

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  Greg Guarnaccia May 17, 2017 18:42

  Thanks for the reply.  The summary is how I've been doing this so far but it's far from a nice printable report you can send to a client.  We really need the opportunity to create one like we can do with invoices.