How do you pull a report that shows incomplete jobs that have balances?

New Contributor

Long term jobs or projects, have many appointments attached, some of these projects had new jobs created instead of new appointments on accident, this detached them from the original job with the invoice or estimate attached. Therefore the original job with the balance was overlooked at the end of the job. Is there a way to pull all open jobs that have balances attached to them? I attempted to look up a "job status", "job progress", "open jobs" etc. with no reports populating.



New Contributor III

Pull an Open Job report with Jobs with Appt Date.  If the balance isn't automatically there it can be added in Edit Columns.