I am wondering if there is a report that will show the Estimate Total, the Progress Payments Total and what the balance of the Estimate currently is at.
When our customers do progress payments, a few of them would like to see a report that shows what the initial Estimate was, the amount of their Progress payments made and what the "balance due" is currently.
When I invoice the customer, I am doing it as follows:
Home page of QB Desktop
Create Invoices
Customer Job
Select the estimate to invoice
Create invoice for selected items or for different percentages of each item (customer doesn't pay the remaining amount, now a percentage of the estimate)
Enter in the $ amount customer wants to pay
Invoice populates and then I email it off
When the customer pays I do the following:
Home Page
Receive Payments
Received from
Payment amount
and it applies towards that particular invoice.
What I would like to do is have a report that shows the total of the original estimate, the payments made towards that amount and what the remaining balance is.
The only thing I have found so far is the Job Progress Invoices vs. Estimates.
It prints out for all customers for the time frame indicated and I want something for one customer.
