I have been using Daylite for a few years now and have always gotten around this issue using Excel and then Numbers.

Here is my situation. If I create a invoice (opportunity) and it is the amount of $15,000.00, but I take three payments, applying them one at a time as negative numbers in the estimate section of the opportunity showing applied payments, it takes my balance to $0.00 eventually.

I then created in the extra fields section three payment fields so that I can create a smart list that shows the payments. I then export them into Numbers and calculate my monthly, quarterly and annual income numbers.

The problem is, it negates any reporting ability that DayLite can offer because I am decreasing the value of the accounts every time I add a payment.

I am launching a sister company and really need to be able to bill and collect in DayLite and perform one click reporting.

Billings is clunky unless I can be convinced other wise.

Please help

You should really try Billings 3 which we have just released. A lot has improved and I personally think it may be the best option to keep track of payments. There are probably ways of doing this in Daylite, I'm sure I can up with something, but really why force it when you have something that's built for it.

Give Billings 3 a try. There's a getting started movie on the front page of the website that might prove helpful.

http://www.billings3.com/