Shows client transactions including amount billed, receipts, amount open and aging information.
How it works
There are two main report types, All Open Transactions and Statement Period.
- All Open Transactions simply shows a list of the invoices with an open amount as of today, or a specific date.
- Statement Period shows the history (based on a date range) of their transactions with you, this includes Invoices, Payments and Credits.
- While the layout of the report is not customizable, you can use an Invoice Layouts (these appear in the Invoice Template drop-down)to drive the report engine to use specifics font types and sizes, along with a logo.
Send To Clients
Clicking the Send to Clients button will open a new screen
From here you can choose which clients you want Workamajig to email their statement to.
- You can edit the Email Subject, Email Message and even manually type over the Selected Email(s).
When ready to send, click on Send to Selected Clients.