Understanding the project Summary
The Summary tab shows your client balance, current profit, vendor balances, and tax at a glance.
Every project has a Summary that pulls its numbers together.
- 1Open the project and go to Finance.
- 2Open Summary.
What you'll see
| Card | Shows |
|---|---|
| Client balance | What the client still owes (or a credit if they overpaid). |
| Current Profit | What you've made so far, with your margin and total spent. |
| Vendors | What you've paid each subcontractor and what's still owed. |
| Tax | Recoverable tax and your deductible business expenses. |
Tap any card to open a full, printable breakdown.