Email Client Statement Optional Columns
These are the optional columns available to add to the client statement email.
Available Columns | Description |
Amount Written Off | The amount written off for the client |
Last Receipt Date | Date of the last receipt paid by the client toward the invoice |
Project Manager | The project manager associated with the client statement |
Principal In Charge | The principal in charge associated with the client statement |
Billing Manager | The name of the billing manager associated with the client statement |
Billing Contact | The billing contact associated with the client statement |
Company Name | The name of the company associated the client statement |
Client Email | The email address of the client |
Client Email Template | The email template assigned to the client |
Client Contact 1 | The name of the contact person associated with the client |
Client Contact 2 | The name of the contact person associated with the client |
Client Contact 3 | The name of the contact person associated with the client |
Client Contact 4 | The name of the contact person associated with the client |
Client Contact 5 | The name of the contact person associated with the client |
Client Contact 1 Email | The email address of the contact person associated with the client |
Client Contact 2 Email | The email address of the contact person associated with the client |
Client Contact 3 Email | The email address of the contact person associated with the client |
Client Contact 4 Email | The email address of the contact person associated with the client |
Billing Contact Email | The email address of the contact person associated with the client |
Prepayment | The amount of prepayments available |
Current | The amount that is due for this statement period |
31 - 60 Days | The amount that has been outstanding for 31-60 days |
61 - 90 Days | The amount that has been outstanding for 61-90 days |
91 - 120 Days | The amount hat has been outstanding for 91-120 days |
121+ Days | The amount that has been outstanding for over 120 days |
Preview Invoice | Previews the client invoice |
Custom Fields | Any custom fields assigned to the client display in this section |