Other questions
Greetings, @Anonymous.
Let me be the first to welcome you to the Community forum. I can walk you through editing an existing estimate.
Find the transaction you want to edit and change the information that needs to be updated. Let me show you how:
- Go to Customers menu and select Customer Center.
- Select the customer on the estimate you want to edit.
- On the right side portion of the screen, click the Transaction tab.
- In the Show drop-down, select Estimates.
- Look for the estimate you want to edit and double-click to open it.
- Update the details on the transaction.
- Hit Save & Close.
For more information about this type of transaction, refer to this article: Create an estimate.
That should get you pointed in the right direction.
Leave a comment below if you have any questions, I’m more than happy to help. Wishing you and your business continued success!
