How do I create a report of estimates that have been invoiced?
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Dayle O'Callaghan - Accredited Consultant
Member Posts: 10 ✭
Report creation
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Hi there Dayle,
What is it that you are wanting to see?
e.g.
has a estimate been invoiced in full?
how many estimates per job/customer? are they all invoiced?
how many jobs do i quote/estimate before invoicing?
areas i would look....
First in the customer center.
Customer/job tab: customize columns in list to show estimate balance as well as open balance total
transaction tab: customize columns to show if estimate active, amount & open balance columns
in reports....try
Job estimates vs. actuals summary (modify report, filters tab, to show active and inactive estimates)
Job progress invoice vs estimates report. (try out different filters)
do any of these hit the spot?
Cheers
Angie Carlye
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