Customer Account Statements with Automatic Invoice Summaries
M
Miami Doors and Locks
I would like to request the ability to generate customer statements that automatically pull data from all open invoices associated with a customer account.
Currently, Workiz is structured around job-based invoicing, where each invoice is tied to an individual job. While this works well for one-time customers, it can be challenging for businesses that manage commercial and corporate accounts, where a single customer may have multiple open invoices at any given time.
I would like to see an option within Custom Documents or Customer Accounts that allows users to generate a consolidated statement showing all open invoices for a selected customer. Ideally, the statement could pull invoice details such as invoice number, service date, invoice date, due date, amount, payments received, and remaining balance.
It would also be helpful to allow invoice aggregation and automatic calculations within statement templates. For example, the ability to automatically sum all open invoice balances, apply credits or payments, calculate past-due amounts, and display a remaining account balance without requiring manual calculations.
Example:
Sentinel Corp is a Net 30 customer with seven open invoices tied to separate jobs. Instead of sending multiple invoices and manually creating a summary, we would like to generate a statement that automatically displays each open invoice, the total outstanding balance, any credits or deductions, the amount currently due, and the remaining account balance. This would provide a clear account summary for customers who routinely have multiple invoices open under the same account.
Instead of sending multiple invoices and manually creating a summary, we would like to generate a statement that automatically displays each open invoice, its aging status (Current, 30 Days, 60 Days, or 90+ Days), the total outstanding balance, any credits or deductions, the amount currently due, and the remaining account balance.
Sergei Mudrievski
I fully support this request. We are experiencing the same issue with our corporate clients. Managing multiple invoices per customer without a consolidated statement creates confusion and unnecessary friction during payment.
Our clients often question why the same invoice they already paid appears again with a new balance, when in reality additional charges were created through separate visits or stages of the same job.
In our workflow, we frequently need to issue multiple invoices under one job—for example, a service call fee during the initial visit, followed by labor and parts charges once the repair is completed. Without a clear, aggregated view, this becomes difficult for customers to track.
From our prior experience using Jobber, one feature that worked very well was the ability to group multiple visits under a single job while still issuing separate invoices for each visit. This structure provided much better clarity and transparency for both us and our clients.
A consolidated customer statement showing all open invoices, balances, and aging would significantly improve the customer experience and reduce payment confusion, especially for businesses handling ongoing or commercial accounts.