{"id":3809,"date":"2022-11-06T08:34:38","date_gmt":"2022-11-06T08:34:38","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d8%ba%d9%8a%d9%8a%d8%b1-%d8%ad%d8%a7%d9%84%d8%a9-%d8%b9%d8%b1%d8%b6-%d8%a7%d9%84%d8%b3%d8%b9%d8%b1\/"},"modified":"2025-02-12T11:37:35","modified_gmt":"2025-02-12T11:37:35","slug":"changing-estimate-status","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/","title":{"rendered":"Changing the Status of an estimate"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<h2 id=\"_\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\"> <\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on<\/span><b style=\"color: #111827;\"> \u201cSales\u201d <\/b><span style=\"font-weight: 400;\">from the main menu.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on <\/span><b style=\"color: #111827;\">\u201cEstimates\u201d<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on the desired estimate to change its status.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on the <\/span><b style=\"color: #111827;\">\u201cSelect Status\u201d <\/b><span style=\"font-weight: 400;\">button at the top of the screen.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Choose the desired status for the estimate.<\/span><\/li>\n<\/ol>\n<\/div>\n","protected":false},"author":16,"featured_media":0,"template":"","categories":[2149,2036,2154],"tags":[3878,3808,3876,2313,2355,2353],"class_list":["post-3809","tutorial","type-tutorial","status-publish","hentry","category-invoices-and-estimates","category-sales","category-estimates","tag-estimate-status","tag-estimates","tag-sales-settings","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Changing the Status of an estimate - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Changing the Status of an estimate - Daftra Knowledge Base\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-12T11:37:35+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/\",\"name\":\"Changing the Status of an estimate - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2022-11-06T08:34:38+00:00\",\"dateModified\":\"2025-02-12T11:37:35+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Changing the Status of an estimate\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Changing the Status of an estimate - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/","og_locale":"en_US","og_type":"article","og_title":"Changing the Status of an estimate - Daftra Knowledge Base","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-02-12T11:37:35+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/","name":"Changing the Status of an estimate - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2022-11-06T08:34:38+00:00","dateModified":"2025-02-12T11:37:35+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Changing the Status of an estimate"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/3809","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/16"}],"version-history":[{"count":3,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/3809\/revisions"}],"predecessor-version":[{"id":29513,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/3809\/revisions\/29513"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=3809"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=3809"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=3809"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}