When sending an estimate from QB, why does it display the estimate with a message saying "Review and Pay" as if it's an invoice? It confuses people.

Hello, bradlindaminton.

When sending an estimate through QuickBooks Online, the options available are  Save and New, Save and Close, and Save and Send. Once sent to your customer and when they open their email, the option available is Review and approve. 

Can you provide a screenshot of the Review and Pay button that you're referring to? That will help us provide an accurate solution to the concern you're having.

Refer to this article on how to set up estimates, update an estimate's status, review open estimates, and delete an estimate: Create and send estimates in QuickBooks Online.

After the customer accepts the estimate, you can convert it into an invoice. Check this article for detailed instructions: Convert an estimate into an invoice in QuickBooks Online.

You can click on the Reply button below to provide us with more details or if you have more questions about estimates. Keep safe.

Same issue here. We didn't realize it was asking our customers to pay until today. I can see how to change that for the single estimate you are working on. To change it on a single estimate: scroll down to the bottom of your estimate, lefthand side it gives the option "Customer payment options" Choose to edit that option and turn off the payment options. Then when you send the estimate it will only say "Print or Save".

I want to make this change the default for all estimates without needing to toggle off the payment option. 

Is there a setting we can change to take "review and pay" off estimates sent?

Hello there, rebecca39.

I'll be providing details on how the new estimate works in QuickBooks Online. Let me also route you to the right support team to assist you further on this matter.

When sending an estimate using the most recent interface, you will be able to choose between Save and new, Save and close, and Review and send. Then, when your customer receives the entry, they will see the Review and approve option.

Then, please know that we've received similar cases or reports about having a "review and pay" button option when your customer received the estimate instead of the option mentioned above.

I recommend contacting our QuickBooks Online Support Team to be added to the affected users list, ensuring you receive an email notification once an update becomes available. 

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click the Help (?) icon.
3. On the Assistant tab, enter Talk to a human.
4. Enter a short description of your concern and press Enter.
5. Select Contact Us to connect with a live support agent.
6. Choose how you'll want to get in touch with the support.

• Start a chat with a support expert.
• Get a callback from the next available expert.

Then, you may review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

On the other hand, setting a preference as default to disable "Review and pay" without turning off the payment option is currently unavailable once you have a QuickBooks Payment account linked to QuickBooks Online. You have to manually turn the settings off so that your customer is unable to see it. 

For now, utilize the Modern template in QBO to ensure that your customer sees the "Review and approve" option and receives accurate information about their estimate.

In case you need to view the different statuses of all your sales transactions in QBO, you can read this article: View sales transactions in QuickBooks Online.

Don't hesitate to reply to this thread if you have any other questions regarding handling your estimates in QBO. I'm just around to help, rebecca39. Take care!

I have the same problem and it’s costing me conversions. How do I change to “modern template?”

I appreciate your proactive approach in addressing the issue of the new sales experience, @Envisioner. I’ll make sure you’ll be able to switch to a modern template so you can perform the workaround.

To change the template of your estimate to Modern, you can open an existing or new estimate and click on the Manage icon. Then, select the Design drop-down and enable the Modern template.

I've included a screenshot for your reference:

You can also set the Modern template as the default by clicking the Make Default option in the Design drop-down. It automatically switches to the Modern template mode whenever you open a new estimate.

I would recommend reaching out to our support agents. They will securely collect your contact information and add you to the list of affected users to ensure you receive email updates about the issue.

You can follow the steps below to reach out to them:

1. Sign in to your QuickBooks Online account.

2. Click on the Help button.

3. Select the Search tab.

4. Choose the Contact Us option below.

5. Select Customer and vendor payments as a topic, and then choose a way to connect with our banking team:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Kindly consider checking their available hours since they can only accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

I've included an article that guides personalizing and adding specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Furthermore, if you need help closing out your books by reconciling your payments and entries, I'll share this article with you: Reconcile an account in QuickBooks Online.

I'm all ears and ready to help again if you have more concerns about sending estimates. You can also add any other questions about other areas in QuickBooks Online. Always here to help.

I have noticed the same problem.  Seems so obvious it shouldn't be like this.  How did QB have it set up this way and not make it easy to change.

Hello there, @Howie32768. It seems that you're also experiencing the same problem while handling estimates using QuickBooks Online (QBO). I'll provide insight into this.

We want you to note that the investigation (INV-103186) about this concern is still ongoing. Rest assured, our product engineers are now working on a fix. For now, I recommend contacting our Online Team support to be listed as one of the affected users. Once added, you'll be notified via email when there's an update on this issue. Here's how to reach them:
 

1. In your QuickBooks, click Help (?).
2. Select either of these tabs:

• Assistant tab and select Talk to a human.
• Search tab and click on Contact Us to connect with a support expert.

On the other hand, I recommend checking this reference to learn about the new features with estimates and invoices in QBO: See what’s new with estimates and invoices in QuickBooks Online.

If you find yourself still having a lot of queries about managing estimates, let me know by replying to this post. I'll get back to you. Keep safe.