Some of the product/services in the estimate are closed. Since they are closed, I cannot pull the balance to the invoice so I can bill for it. How can I make them active?

You'll want to recativate the product/services first, dreyes1.

Here's how:

1. Click the Gear icon.
2. Select Products and Services.
3. Click the Filter icon.
4. From the Status dropdown menu, select All.
5. Select Apply.
6. Find the product or service that you want to reactivate.
7. In the Action column, select Make active.

After that, you can now bill your customers for the services offered.

Check out these articles for future reference:

• Convert an estimate into an invoice in QuickBooks Online
• Create partial invoices from an estimate

Please let me know if you need further assistance working in QuickBooks.

Thank you for your response. The product services have been active all the time. It is on the estimate that some of the line items (product/services) appear as closed with a green check mark and I am unable to remove the check mark. Thanks.

Good morning, @dreyes1. 

Thanks for following up on this thread. I'd be happy to help you with editing your estimates line items. 

For editing the estimate in QuickBooks Online, you can follow these steps: 

1. In the Customer Transaction List section, select the estimate. 
2. Choose the Closed section, and then un-check the Closed box. 
3. When you're ready, click on Save & Close. 

You can also check this article for reference: Void or delete transactions in QuickBooks Online.

Let me know if there's anything else you need help within QuickBooks Online. Take care!

Thank you for your response but, again, this process did not fix the problem. I cannot un-checked the closed box; the system dos not allow it.  It looks like it is disabled. Thank You.

Hi there, dreyes1.

Currently, unchecking directly the status of the estimate under the Estimate page is unavailable. You'll need to click the drop-down arrow beside the checkmark to change the status to pending or open. That being said, you're not able to create an invoice for the bill once the estimate is closed.

I attached a screenshot below for visual reference on how to change the status of the estimate from close to pending.

After that, you can convent now the estimate into an invoice. Follow these steps:

1. Click Sales at the left panel. Then, choose All Sales.
2. Find and open the estimate.
3. Select Create invoice.
4. Add more details to the invoice as necessary.
5.  Hit Save and close.

Please check these articles to see different ways on how you can send invoices to your customers and to accept customer payments for online invoices and in-person sales: 

• Send an invoice.
• Take and process payments in QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Thank you for your response but, again, this does not resolve the problem. I am not sure if I am not explaining myself correctly. The estimate  is not closed, the product/services are not closed and I can bill the estimate (w/out the lines that appear as closed). Some of the line services on the estimate have a green check mark under the "close" column and the system is not allowing me to un-check them. Please look at each of the columns on an estimate, on the column that says "close" there are some line items that have a green check mark. I am not sure how those check marks got there since I haven't closed any of the services on the estimate and I am unable to uncheck them. 

Thanks for getting back to us, @dreyes1.

The possible reason the products and services in your estimates are shown as closed is if you invoiced the total amount for those items. To edit them, you'll have to open the linked invoice, then update the amount in the Due column.

Also, you can add estimate summaries to invoices so your customers can view their remaining balance.

I'm just a few clicks away if you have additional QuickBooks concerns. Have a great day!

I also have issues with closed items. I do not want to change my original estimate, but just bill what I need to for those items even if they go over the estimated item. 

Hello there, @ck20.

The line item in the estimate is closed if the amount isn't partially invoiced to the customer. To have it unchecked, you have to delete the invoice that is linked to the estimate. 

You've also mentioned going over the amount of the estimate. To do this correctly, you can edit the estimate before sending the invoice to your customer. However, if you've already sent multiple invoices, you may go directly to the estimate. Then, modify it before creating a new invoice you want to link to it. There will be a prompt if you will modify it confirm by clicking the Yes button. The changes will take effect on the new invoices, not the existing ones.

I've added some screenshots for your additional reference:

I've added this article for your future reference in case you want your sales forms to be more appealing to your customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You're always welcome to tag my name in the comment section if you have other questions with QuickBooks. I'd be happy to help you further. Have a wonderful day ahead!

Just wondering if you ever found a solution for this? We were just forced to switch to QB online and I'm having this problem. It never was a problem in Desktop.