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December 30, 2023
Question

How to view previously sent estimate

  • December 30, 2023
  • 1 reply
  • 0 views
view previously sent estimate

1 reply

Adrian_A
December 30, 2023

Hi kennyevans2001,

 

We can go to the Estimate page to review the recently sent estimates. I'll guide you through the steps.

 

Here's how:

 

  1. From the + New tab, select Estimates.
  2. Click the Recent icon.
  3. Locate and click the recent estimate.

 

I've added this screenshot as your visual guide:

 

 

Furthermore, I've added this article as your guide in creating an invoice from an estimate: Convert an estimate into an invoice.

 

I'm always around whenever you have concerns about converting an estimate.