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.

Please know that we've received similar cases or reports about getting a review and pay button. Let me route you to the right support team to assist you further on this matter.

I recommend contacting our QuickBooks Support Team to be added to the affected users list, ensuring you receive email updates on the investigation's status and resolution. 

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.

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

Please feel free to leave a comment below if you have other concerns in QuickBooks, rebecca39. I'm always ready to help.