Once your project has had items added to the progress payments page you can choose to download settlement Statements for your clients. If you are unsure how the Progress Payment Sub Tab works Please check out the FAQ here Progress Payment Subtab
- To locate the settlement statement button you need to click on the Progress Payment subtab within a project.
- Then to the top right of the screen you will see a green print icon.
- Click on the green printer icon
- A model will now pop up asking you which type of statement you would like to Print.
Contract Total Statement
Total Project Statement
Variation Statement
And an option to include the transaction history or not.
Contract Total StatementThis will print the Deposit, Other and Payment Schedule items
This will total up the contract price show the total paid and the show the balance of contract on the bottom.
Total Project Statement
This will print the Non Contract, Deposit, Other, Payment Schedule, and Variation items.
This will total up the Project Price and show the total paid and the show the balance of Project on the bottom.
Variation Statement
This will print the Variation items.
This will total up the Variation total Price and show the total paid and the show the balance of Project on the bottom.
If you choose to select to include the payment table at the bottom this will show all invoices with the payment dates and amounts paid not just those for the specific statement type.
