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.
