Changing the Status of an estimate

Similar to invoices, the system allows you to create custom statuses for estimates manually, according to the nature of your business and transactions, in addition to the default statuses defined in the system.

1-Enabling Manual Statuses for Estimates

  1. Click on “Sales” from the main menu.
  2. Click on “Sales Settings”.
  3. Click on the “General Invoice/Estimate Settings” tab.
  4. Check the box labeled “Enable Estimate Manual Statuses” to activate the feature.
  5. Click onEdit Statuses Listto start configuring the list and adding new statuses.
  6. A list will appear to add new statuses for the estimates:
    • Enter the name of the status in the “Name” field.
    • Select one of the available colors from the “Color” dropdown to differentiate the statuses.
    • Click on the “Add New Status” button to display a new row and add more statuses to the list.
    • Click on the “Delete” button to remove the added status.
  7. Click on the “Save” button. A message will appear confirming the saved statuses
  8. Close the page by clicking the error (×) symbol.
  9. Click on the “Save” button on the settings screen.

2-Changing the Status of an Estimate

  1. Click on “Sales” from the main menu.
  2. Click on “Estimates”.
  3. Click on the desired estimate to change its status.
  4. Click on the “Select Status” button at the top of the screen.
  5. Choose the desired status for the estimate.