Balances & sharing

Understanding client balance

How RenoJira works out what your client still owes — quoted, received, and outstanding.

A client's balance is what they've been billed minus what they've paid:

  • Quoted — your accepted quote plus any expenses you marked Bill to Client.
  • Received — every payment you've recorded, including tax.
  • Outstanding — quoted minus received.

Where to see it

  1. 1Open the project and go to Finance → Summary.
  2. 2The Client balance card shows the amount due, or a Client credit if they've overpaid.
  3. 3A progress line shows how much of the quoted total has been collected.
  4. 4Tap the card to open the full statement.
Billing a client for an expense (Bill to Client) raises the quoted total, so it increases the balance they owe.
Back to Payments & Balances