Fresh Projects

00:00: This article guides you through accessing the overdue invoices report in Fresh

00:04: Projects and downloading a client statement.

00:07: Before downloading your first Statement within Fresh Projects,

00:10: please send a copy of your logo or letterhead to support@freshprojects.cloud so that your Statement Template

00:15: can be loaded into your account.

00:20: On the Insight page, navigate to Overdue Invoices.

00:25: Click Load.

00:27: Now,

00:28: search the list so that only a single client is listed.

00:33: Click on the Filters cog.

00:36: Here you can select whether all invoices should be shown,

00:39: or only unpaid invoices.

00:42: Additionally,

00:43: you can choose to calculate the age from last month,

00:46: or from today.

00:48: Finally,

00:49: click the Download Statement button.

00:53: You have now successfully downloaded a client statement from Fresh Projects.