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charles831
Level 1

I have an estimate that was rejected and I need to send a copy to the customer. I would like to show a "Rejected" stamp on it the same way a paid invoice shows it's paid.

 
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

I have an estimate that was rejected and I need to send a copy to the customer. I would like to show a "Rejected" stamp on it the same way a paid invoice shows it's paid.

Providing great experience in QuickBooks Online is what we aim for, charles16.

 

The option to show a Rejected stamp status on an estimate is unavailable. However, you can enter a note that it was is rejected in the Message displayed on estimate field or in the Description column when creating an estimate. Then, you can send it again to your customer.

 

To know the estimate's status if it is Pending, Accepted, Closed or Rejected, you can run the Estimates by Customer report.

 

Here's how:

 

  1. Click Reports on the left pane.
  2. Enter Estimates by Customer in the Find report by name search box.
  3. Select the Report period.
  4. Hit Run report.

estimate01.PNG estimate02.PNG

 

For more details about estimates, you can check out this article: Set up and use estimates.

 

I'll personally share your product suggestion to our engineers about having a Rejected stamp in an estimate.

 

We can’t improve without your feedback. Feel free to reply to this post if you need anything else with creating sales transactions.

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