Client statements [in-depth guide]
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 periods.
- All open transactions simply show 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 & credits.
Customizing
- While the layout of the report is not customizable, you can use an Invoice template (these appear in the Invoice Template drop-down)to drive the report engine to use specific 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.