Sales → Sales transactions.
Estimates, invoices, payments and credits each have their own screen, which is right for creating them and wrong for the question people have about a customer: what did we quote, what did we bill, what have they paid, and what is still open. Four screens answer that four times.
The filters
·Search — number, customer, or an amount
·Type — Estimate, Invoice, Payment, Credit
·Status — draft, sent, partly paid, paid, void
·Customer
·Dates — last 30, last 90, this year, or Custom dates with an exact from and to
Active filters show as chips, each removing only itself, with Clear filters for all of them.
The three figures
Invoiced, Received and Still open, kept apart rather than added. An invoice of $500 and the payment that settled it are not $1,000 of anything.
Why an estimate has no balance
An estimate is a price offered, not money owed. Giving it a balance would put quotes nobody has accepted into what you are waiting to be paid, which is the most common way an A/R figure ends up wrong.