You can send a Project Summary to share a complete financial overview of a project with your customer. The summary includes invoices, payments, remaining balances, and project details, allowing the customer to clearly understand their current financial position.
Before You Start
The project contains invoices or payment activity
You have access to the Invoices module
Steps to Send a Project Summary
Go to the Invoices module
Click the Customer Name / Project Name to open the project
In the Project Invoicing page, click on the Action button > Send Summary.
When you click on the “Send Summary” button, the system opens the Project Summary Page, which provides a complete financial overview of the project. This summary can be reviewed, downloaded, or shared with the customer.
Client & Project Overview
At the top of the page, you will see:
Client information
Total project cost
Total amount paid
Remaining project balance
Project Financial Breakdown
The summary displays a detailed breakdown of all financial activities, including:
Signed Estimate(s)
Shows the date of approval
Displays total amount and remaining balance
Manual Invoices
Total value of manually created invoices
Payments Received
Each payment appears as a separate row
Includes:
Date
Payment method (cash, check, etc.)
Amount received
document number
Summary Table
All financial entries are displayed in a structured table with the following columns:
Date
Document Number
Description
Amount
Running Balance
Remaining Invoices (Payment Schedule)
The summary also shows all remaining invoices with their current status:
Statuses include:
Not Due
Due
Overdue
Each invoice includes:
Invoice amount
Due date (if applicable)
Amount paid
Remaining balance
*NOTE: If an invoice has not been sent, a due date may not be visible.
Pay Invoice Option (Admin Use)
A “Pay Invoice” button is available for the admin if they want to mark the invoice as paid by check or cash.
Clicking Pay Invoice opens a pop-up with all pending invoices
From here:
Select the invoice
Click Save
After saving, it will show a pop-up with the confirmation.
Cover Photo
A toggle allows you to enable or disable a cover photo
You can upload or change the image for the project summary
Top Actions
Download Summary: Click “Download” to export the project summary as a PDF
Send Summary
Next to the download button, you will find the Send options:
Send to Customer / Send via Email
A pop-up will appear where you can:
Edit the email subject
Customize the email body
Add attachments
The email includes a default button:
“View Project Summary”
When the customer clicks this button:
They are redirected to the Project Summary page
They can review details and make payments if applicable
Click “Send to Customer” to complete the process
Copy Shareable Link
Send Link to My Email