Overview
Visualize each stage an estimate goes through, from creation to acceptance or rejection.
Steps
In Finance > Estimates, click the Help icon and select Estimate Lifecycle.
Review the flowchart:
Estimate → Sent to Customer → (Accept → Invoice) or (Reject)
Tips
Encourage clients to accept online via your client portal to speed up conversion.
Set up email reminders under Settings > Finance Settings to prompt approval.
Troubleshooting / FAQs
Q: Estimate skipped “Sent to Customer” and went straight to Accept.
A: If you manually change status via the action menu, lifecycle steps may be bypassed.
Q: How do I reopen a Rejected estimate?
A: Clone the estimate using Create Duplicate, then resend.