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JenoP
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Hi there, usert-umair.

 

If you're using Progress Invoicing, you can run the Estimates and Progress Invoicing Summary By Customer report. This report has a column for the amount of the estimate, how much was invoiced, and the remaining balance. Here's how:

 

  1. Go to the Reports menu and type in the name of the report in the Search bar.
  2. Click Customise in the right hand corner then go to the Rows/Columns
  3. Make sure to check the Amount, Invoiced Amount, % Invoiced, and Balance boxes.
  4. Click Run report.

However, this report will not show the payments that are applied to the invoices. You can run the Invoices and Received Payments reports separately to see the list of payments for each invoice. Just go back to the Reports menu and type in the name of the report in the Search bar again.

 

I'd also like to share these articles with you about running and managing reports in QBO:

 

The Community is always here if you need anything else. 

 

estimate report.PNGestimate report2.PNG