Custom Reports / Transaction Detail
- If you do a report for estimates and the estimate does not have an open balance, it is probably because it has a invoice attached to it
- Filters to use:
- Posting Status if you need to list Estimates
- Account
- Detail Level
- Transaction Type
- Columns / Fields
- Balance
- Open Balance
- Paid
- Rep
Sales by Rep
Different options to run a Sales/Job report then you can filter by Rep
- Customers & Receivables / Open Invoices
- Does not list Estimates
- Customers & Receivables / Transaction List by Customer
- Does not have a total field
- Customers & Receivables / Customer Balance Detail
- Does not list Estimates
- Custom Reports / Transaction Detail