Balances & sharing

Share a payment or balance PDF

Send your client a clean PDF of their payments or their outstanding balance.

RenoJira builds a PDF you can download, print, email, or share — either a list of payments or a full client statement.

A payments statement

  1. 1Open the project and go to Finance → Payments.
  2. 2Tap Share, then choose which payments to include.
  3. 3Preview the PDF, then Download, Print, Share, or Email it.

A client balance statement

  1. 1Go to Finance → Summary and tap the Client balance card.
  2. 2Review the statement, then use Share PDF file or Email to send it.
Share uses your device's share sheet when it's available; otherwise download the PDF and attach it to an email or text.
Back to Payments & Balances