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Dec 9, 2021 3:32 PM UTC
Solved

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

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.
Rustler
RustlerAnswer
Dec 9, 2021 5:01 PM UTC

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

2 replies

Rustler
RustlerAnswer
Dec 9, 2021 5:01 PM UTC

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

clneeperAuthor
Dec 11, 2021 12:35 AM UTC

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