Overview
Void an estimate that you no longer wish to pursue or send to the client.
Steps
Navigate to Finance > Estimates.
Click the “⋮” Action menu on the target estimate.
Select Cancel Estimate.
Confirm the cancellation. The status changes to Canceled.
Tips
Canceled estimates remain in your records for audit trail but won’t appear in active lists unless you filter for Canceled.
Add a cancellation note via the edit screen before canceling to document the reason.
Troubleshooting / FAQs
Q: I changed my mind—how do I reverse a cancellation?
A: Use Create Duplicate on the canceled estimate, then save the new copy.
Q: Canceled estimate still shows in my default list.
A: Clear the Status filter “All” to hide Canceled entries.