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RishBR
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Hi Greg,

 

Rishika here from Better Reports!

 

Our app Better Reports can show profit and loss by customer and project drilling it down so that each of their invoices show up along with any expenses.

 

For your specific ask on reducing the invoices from an estimated contract value, this can be done too, depending on how this estimated contract value is being stored in QB. We can fetch it from many available fields.

 

Better Reports can then also create a summary of this showing all the contracts along with their current balance.

 

What do you think? Is this what you had in mind? 

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