11-28-2022 01:42 PM
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?
11-29-2022 08:19 AM
Are you referring to estimates that were converted to jobs and then invoiced?
12-01-2022 07:10 AM
Yes I am