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LPooleSC
Level 1

I do not like how our client email says click and pay for an ESTIMATE? It's the first thing the client sees when you send an estimate out. Any suggestions to change?

 
1 Comment 1
Jelayca V
QuickBooks Team

I do not like how our client email says click and pay for an ESTIMATE? It's the first thing the client sees when you send an estimate out. Any suggestions to change?

Hi there, @LPooleSC.

 

I understand that you are looking for a way to change the Review and Pay button option on estimates in QuickBooks Online (QBO). However, please know that currently there's no direct way to turn this option off as this is a system design or is working as designed and cannot be changed as of now.

 

In this case, I recommend sending a product suggestion to our engineering team so they can add this feature in the upcoming updates. To send one, here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions
  3. Select Next to submit.

 

We value your input, and it is shared with our Product Development team to help improve your experience in QBO. To track your feature requests, you can visit the QuickBooks Online Feature Requests website.

 

Moreover, if you want to change estimates to invoices, you can follow the steps in this article: Convert an estimate into an invoice in QuickBooks Online.

 

Add a comment below if you have further questions about estimates in QBO. We'll be happy to help you. Take good care!

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