More questions about new "improved" format

@OfficeManager_JTE  RE: When improvements are made, the standard is to increase functionality, not decrease it.

Rest assured, Intuit knows you don't really need all those features they left out of the new streamlined invoices. They're sure that you'll get used to using the new invoices, which are now so very simple, being devoid of most functionality.

Thanks for getting in touch with the Community, OfficeManager_JTE.
 

While viewing/editing invoices in your new invoicing experience, you can access an invoice's audit trail by using the Audit history option.
 

Here's how:
 

1. Open an invoice you're working with.
2. Click Manage.
3. Use your Actions ▼ drop-down list.
4. Select Audit history.
   
   

QuickBooks Payments is a payment processing service offered by Intuit. If you're seeing it mentioned in relation to estimate approvals, it's likely that you're subscribed to a QuickBooks Payments account. You can access the account from your Merchant Service Center.
 

Customers can review and approve their estimates online, right from the email you send them. You'll be alerted once they respond. Estimates are non-posting transactions, so they won't affect your books until you convert them to invoices. You can review our Create invoices article for more information on working with invoices in QuickBooks. If you'd prefer to opt out of creating invoices, you don't have to create them.
 

As for estimate statuses, the following are currently available in your new estimate experience:
 

• Closed
• Pending
• Accepted
• Converted
• Declined

Here's how to manually update an estimates status:
 

1. In the left navigation bar, go to Sales, then Estimates.
2. Locate an estimate and use your Drop-Down Arrow (▼) icon in its Action column.
3. Choose Update status.
4. Specify a status.
5. Select OK.

Statuses can also be updated on estimates while viewing/editing them.

If you'd like to submit any feedback about the new invoicing and estimates experience, you can send it to Intuit while signed in. Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can review our Product Updates webpage for up-to-date news about your products.

I've also included a detailed resource about using the new experience which may come in handy moving forward: See what’s new with estimates & invoices
 

I'll be here to help if there's any additional questions. Have an awesome Tuesday!

Thank you for the directions on the Audit History location. I was able to find that and appreciate it.

As to the statuses - your screen print doesn't show what I see. See below for the list available to me from within the "Manage" area on an estimate and on the "Update Status" from the transaction list. No Closed on either.

I know.... I am so unreasonable to expect things to actually function in any kind of flexible matter..... After all, everyone does everything the same way all the time.....

Thanks for getting back to the thread, @OfficeManager_JTE.

I can provide additional details about the Closed status from the Estimate in QuickBooks Online (QBO).

In QBO, the Closed status in the new Estimate update is already unavailable. However, you can select a different status, like Accepted or Converted, since they're also considered Closed.

To update the status, you can refer to the steps below:

1. Go to Sales, and select Estimates.
2. Locate an estimate and click the Drop-Down Arrow from the Action column.
3. Click the Update status.
4. Choose a status, then hit OK.

To learn more about managing Estimates, refer to this article: Create and send estimates in QuickBooks Online.

I'm also attaching this article if you're ready to convert the estimate to invoice and record invoice payments in QuickBooks:

• Convert an estimate into an invoice in QuickBooks Online
• Record invoice payments in QuickBooks Online

Please don't hesitate to reply again to this thread if you have clarification in handling estimates and other sales forms in QuickBooks. I'm always here to assist you.