Re: How can I create a report of estimates that do not have invoices?
Let’s create the report you need, dollie.
You can pull up the Estimate by Customer report, and filter the ones that don't have invoice numbers. No number means they are not invoiced yet, or they were just marked as closed, accepted, or rejected. We can see their statuses on the report as well.
Go to Reports.
Under Sales and customers select Estimates by Customer.
Choose your Report period.
In the Group by drop-down list, you can select None or do nothing with it. By default, it's set to Customers.
In the Sort drop-down list, select Invoice# and sort in Ascending order.
Click on Run Report. The result will be like in the screenshot below.