Manually Mark an Estimate Status

With Invoice2go, you can send an estimate to a client to indicate a cost evaluation for a job or part.

You may choose to send your client the estimate for approval. You can also choose to manually mark your estimate as Approved or Declined, which will move it from the Pending tab in your Estimates folder to the Done tab. In your Estimates list, you also have the option to bulk mark estimates as Approved or Declined, making it easy for you to focus on estimates that need your attention.

Estimate_approved.gif

 

To manually mark an estimate status, follow the steps below for your device.

iOS and Android:

  1. Tap on Estimates and go to the Pending tab
  2. Open the estimate
  3. Tap on Status
  4. Tap on either Approve or Decline
  5. The estimate will move from Pending to Done
  6. To bulk mark Estimates, tap the checkbox in the upper-righthand corner of the pending estimates list, and select multiple Estimates. The option to mark the status will appear at the bottom of the screen

Web:

  1. Click on Estimates and go to the Pending tab
  2. Open the estimate
    • Alternatively, you can click on the carrot 'v' symbol next to the estimate and click on Approve or Decline
  3. Click on the menu button to open up more options
  4. Click on either Approve or Decline
  5. Click on Save and close
  6. The estimate will move from Pending to Done
  7. To bulk mark Estimates, click the check boxes next to each Estimate to select them. The option to mark the status will appear at the bottom of the screen 
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