I appreciate the prompt response, @lisa297.
The program cannot show orders with balance only on the Estimates & Progress Invoicing Summary by Customer report. To achieve this, we'll need to export the report in Excel, and then customize it further there.
Also, could you please specify what changes you've noticed in the Estimates by Customer report? Please note that the report displays the original estimate amount, not the remaining balance to be invoiced.
Additionally, you can record invoice payments you receive from your customers.
If you have any further inquiries or concerns with your reports in QuickBooks, please don't hesitate to let me know. I'll be here to assist you in any way I can.
