How to View / Print Cost Status Report

Last Updated By Michael Croteau

Updated at April 23rd, 2021

  • Click “Reports”
  • Click “Cost Status”
  • Click “Print Report” To Review
  • Hover your mouse over “Print Report” to save as .pdf or MS Word.
  • Click “Send To Customer” to email the Cost Status Report. 

Overview

Clear Estimates allows you to keep track of invoices and payments for any project you work on. From your Cost Status page, you can also print a report to see where you are at payment / invoice wise for that project.

After you have created an invoice‍ , you can log Payment or Receipt‍  for those invoices.  Then, you can select “Print Report” from your cost status page to view a Cost Status breakdown.

Now, you will see a print out of everything you have invoiced for the project, what has been paid, and any outstanding balance.

How To:

To view your Cost Status report, head to ReportsCost Status:

Then, select “Print Report“:

Now you will see a preview of your Cost Status Report:

If you want to Save this report, hover your mouse over “Print Report”. You will see options to Print to PDF, or Save as MS Word:

 

To send the Cost Status Report to your customer, click “Send To Customer“:

Next, you can edit the subject and body of your email by selecting the text boxes. When everything looks good, click “Send”:

 

 

And that’s it!

We hope this helps!


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