Thank you ChristieAnn for your reply to my questions.  However I wanted a better way of invoicing.  I was doing it the way you suggested but it is time consuming to bring up every estimate to see if it is time to create an invoice.  My problem is we have some customers that are invoiced on the first of every month, some on the 15th of the month and then others who are invoiced on the first and the 15th of the month.  In order to tell if a customer needs an invoice I have to go into the customer and see how they are set up.  This is why recurring entries would be nice if only they could be linked to the estimate.  Please let me know if you have any other solutions that might be helpful.

Also for the estimates & progress invoicing reports I can not see where you can include any payment history.  The customers want to see the remaining balance on the estimate, invoice #, date & amount, along with payment date, payment method and payment amount.  Do you have any idea what I can customize to include all of that data?  I tried the transaction detail report but that doesn't give you any information about the estimate.

Thanks,

Debbie011