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. 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.