Hey everyone!
I am looking for a report that shows estimates that have been completed and invoiced. I have a couple custom reports created from the "Jobs" template, but I am not sure if these are really accurate. Right now I have the jobs report template with the column of jobs estimate sales subtotal, that I filter by invoice date. I followed a job to see if it would show up accurately on this report, and it does not show up at all. Basically we have a lead estimator who gets commission from the estimate after it is invoiced. I need to accurately pull a report that shows what estimates have been invoiced. Any ideas?
