Send balance statements to customers

29 August 2024

Easily show customers what’s been paid and what’s outstanding across all their jobs, in one simple statement.

Sometimes a customer has multiple jobs – each with different job balances. Before now, sending your customer a summary of what’s outstanding and what’s been paid across lots of jobs meant grabbing balance statements for each job, then sending each statement separately.

Now it’s simple to send an up-to-date statement for all current jobs… introducing balance statements for customers.

Balance statements can be sent whenever you need them – just visit any customer and selecting “View balance statement” under the invoices section.

Balance statements will always be up-to-date with the totals invoices for that customer’s current jobs, and shows:

By Adam Austin

Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com

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