Many businesses run on credit offered for regular customers. However, if user is unaware of outstanding receivable from a customer, then he would miss adding this amount to his estimate/sales order. An automatic workflow would be most helpful if the amount and details of O/s receivables is added to the Estimate amount automatically.

If automation is not possible, then atleast manual process should be possible !!

When creating an estimate or Sales Order for an existing customer, the outstanding receivable should be seen on screen so the user can add the amount in the "Adjustment" column.

The details of the O/s Invoice can be mentioned in Notes so customer will will be aware in a nutshell.

This will help user keep tag of receivables from customer and not miss out on asking for payments at the right time.