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July 5, 2024
Question

When we send estimates the email has the box to click that says "review and pay". It's confusing customers. Is there any way to change the verbiage on that button?

  • July 5, 2024
  • 1 reply
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1 reply

July 5, 2024

I'll help you modify the Review and Pay tick box in an estimate using QuickBooks Online.

 

Instead of Review and Pay option in the tick box, you can change it to Review and Approve to avoid confusion with your customers.

 

Here's how:

 

  1. On the Estimate page, go to the Design section on the right side.
  2. Choose Modern.
  3. Click the Review and send button.

 

Also, learn how to produce customized and polished invoices, quotes, and sales receipts. Here is an article you can read: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have questions about managing estimates in QuickBooks Online. I'm always here to help. Have a great day.