How do I create a report of estimates that have been invoiced?

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Dayle O'Callaghan - Accredited Consultant
edited August 2016 in Accounts Hosted
Report creation

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  • ARC BookKeeping
    ARC BookKeeping Member Posts: 168
    edited April 2015
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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