Estimates contain the following options and buttons
Along the top right, you have the option to choose an estimate valid to date, this defaults to 60 days from creation date and can be setup via the setup wizard.
Once the estimate expires, it will be removed from the 'in progress' areas on the main menu and archived. You can still locate this using the search or browse facilities for future use.
Along the bottom of the screen, are various Estimate specific buttons although these are mainly self explanatory.
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An estimate will remain on the in progress screens of the main menu until it is converted to an invoice, or the expiry date passes after which time, you can locate it via browsing or searching |
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