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Level 2

Expiration Date on Estimate

Does anyone know if you can set up a default expiry date for an estimate (example: 30 days), similar to payment terms on an invoice, instead of manually entering each time?
Solved
Best answer 08-09-2019

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QuickBooks Team

Re: Expiration Date on Estimate

Hi there, 

 

Setting an expiry date on an estimate is an important step in ensuring your customers have accepted your terms in a timely manner. I'd be happy to shed some light on how this tool works in QuickBooks Online.

 

At this time, the option to set a default expiry date for an estimate isn't available in QuickBooks Online. Each time you create an estimate, you'll have to manually enter the desired expiry date. I think what you've suggested is a great idea, and I'd be happy to submit your feedback to my team. We're always looking for new ways to improve our product and make it more efficient. Our product developers love hearing user suggestions!

 

I hope this helps clear things up for you in the meantime. If you have any other questions, please don't hesitate to reach out in the comments down below. 

 

Have a great day!

View solution in original post

4 Comments
Highlighted
QuickBooks Team

Re: Expiration Date on Estimate

Hi there, 

 

Setting an expiry date on an estimate is an important step in ensuring your customers have accepted your terms in a timely manner. I'd be happy to shed some light on how this tool works in QuickBooks Online.

 

At this time, the option to set a default expiry date for an estimate isn't available in QuickBooks Online. Each time you create an estimate, you'll have to manually enter the desired expiry date. I think what you've suggested is a great idea, and I'd be happy to submit your feedback to my team. We're always looking for new ways to improve our product and make it more efficient. Our product developers love hearing user suggestions!

 

I hope this helps clear things up for you in the meantime. If you have any other questions, please don't hesitate to reach out in the comments down below. 

 

Have a great day!

View solution in original post

Highlighted
Level 1

Re: Expiration Date on Estimate

Thanks for your answer. Quite helpful. I'd like to piggyback your answer with a follow-up question.

 

I have a client who is using QuickBooks. He would like to offer a quick quote service whereby a customer who needs an item powder coated (i.e., patio table) completes a form on my client’s site. Customer will include contact/product details, upload an image of the item, and choose a color.

 

Once submitted, the form details are sent to client who reviews and prices the order. Client would enter customer details into QB and then manually create an invoice offering a discounted price if the customer completes the order in, say, 5 days. The invoice would be for 25% of the discounted price. Given your answer to "Phoenix Custom," it appears that this is possible.

 

Two questions

In short, my client wants to expire the invoice after 5 days.

 

  1. However, he would like to configure QB to resend the invoice to the customer a few times within the 5 day timeframe urging the customer to take advantage of the discount (assuming customer has not yet purchased). Can this be done automatically?

 

  1. In addition, if the customer doesn’t act within the 5 day timeframe, he would like QB to automatically cancel the invoice and then automatically generate a new once with a greater retail price. Can this be done automatically?

 

Thanks for your help!

Highlighted
QuickBooks Team

Re: Expiration Date on Estimate

Hello lancermedia,

 

Great follow-up questions! I can certainly see how these would be useful to you based on your business structure and what you'd like to offer your customers.

 

In this case, the automation you're seeking isn't available in the program at this time. While you can send reminders, void or delete transactions as needed, and create new transactions, these are each things that would need to be done manually. Here are a few articles to explain these features.

Let me know if you have further questions about that. I invite you as well to leave feedback about this through the option in the Gear icon. We love hearing from our customers the ways that we can evolve QuickBooks to meet business needs. :)

 

Have a great weekend!

Highlighted
Level 1

Re: Expiration Date on Estimate

Laura, thank you for your thoughtful response and for being so quick.