Edit an estimate

This explains how to make changes to a saved estimate.

An estimate is a realistic guess of what you think a job will cost and is not an exact fixed price. So from time to time, you may need to edit the details of an estimate that you’ve send to a customer.

Edit an estimate

  1. Go to Sales, then click Quotes & Estimates.
  2. Click the relevant estimate.
  3. Click Edit, then make the necessary changes as required.
  4. Click Save.

The estimate now shows the new values. Estimates marked as Declined, now show as Pending.

Edit a converted estimate

If you have already converted the estimate to sales invoice

  1. Delete the sales invoice

  2. Edit the estimate as above