I appreciate you trying to help unfortunately, it did not really answer the question either. Sometimes credit memos are needed because I can't simply delete an invoice and re-create it because it would change the financials of that time period. When creating a credit memo, I always pull up the invoice that has the error, click on the refund/credit button at the top and change the quantities and line items to reflect only what I need to credit. Once this credit memo has posted, the open balance on the estimate is still the same as it was before credit memo. I would like to know if there is a way to make it update?

As far as the report, job progress invoices vs. estimates, it is not always correct due to credit memos. I have one job that the estimate open balance is negative but I still have it checked as active, however, it does not show up on the report at all. The open balance on the estimate should be around 80K but due to a credit memo, it is a negative balance.