Mark an Estimate Status

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

When your client either accepts or rejects your estimate, you can mark it as Approved or Declined, and it will move 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.

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To 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 the menu button to open up more options
  4. Tap on either Approve or Decline
  5. The estimate will move from Pending to Done

Web:

  1. Click on Estimates and go to the Pending tab
  2. Open the estimate
  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
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