Hi there, @sharronkrayner.
Allow me to share some details about the estimates and recording the Account Receivable history.
You can manually enter the estimates since it is a non-posting transaction. Therefore, it will not affect any account in the Chart of Accounts. Or you can import estimates and the progress invoices.
Then, you can manually link the estimates to invoices to track those transactions against the jobs.
Please note that invoices are posting transactions and it will really reflect on the A/R balance. You may also use Journal Entry transaction, however the estimates and invoices will not be linked. Throughout this process I'd recommend contacting your accountant to ensure that your books are accurate.
To know more about the process, check out these relevant articles:
You are always welcome to tag my name in the comment section if you have other questions. I'd be happy to answer them. Have a good one.
