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clneeper
Level 1

Is there a way to archive Estimates or make them inactive so they are not included in generated revenue figures?

I have a bunch of Estimates that have not been accepted by the customer but I don't want to lose the work I put into calculating them. Sometimes the customer comes back after several years and refers to it.
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Best answer December 09, 2021

Best Answers
Rustler
Level 15

Is there a way to archive Estimates or make them inactive so they are not included in generated revenue figures?

Open the estimate and at the top left you can change it to inactive, refused, etc etc

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2 Comments 2
Rustler
Level 15

Is there a way to archive Estimates or make them inactive so they are not included in generated revenue figures?

Open the estimate and at the top left you can change it to inactive, refused, etc etc

clneeper
Level 1

Is there a way to archive Estimates or make them inactive so they are not included in generated revenue figures?

Thank you so much.  That was exactly what I needed to know.  

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