Skip to main content
C
clneeper
December 9, 2021
Solved

Is there a way to archive Estimates or make them inactive so they are not included in generated revenue figures?

  • December 9, 2021
  • 1 reply
  • 0 views
I have a bunch of Estimates that have not been accepted by the customer but I don't want to lose the work I put into calculating them. Sometimes the customer comes back after several years and refers to it.
Best answer by Rustler

Open the estimate and at the top left you can change it to inactive, refused, etc etc

1 reply

Rustler
RustlerAnswer
December 9, 2021

Open the estimate and at the top left you can change it to inactive, refused, etc etc

    C
    clneeperAuthor
    December 11, 2021

    Thank you so much.  That was exactly what I needed to know.  

    Terms & ConditionsAccessibility statement