How to Update Estimate Status for an Estimate

Estimate Status can be updated for Estimates to keep track of which Estimates have been issued, invalidated, rejected, or accepted.

Table of Contents

Explanations of Estimate Statuses

Order Status	Description
Not Issued	This is the default Estimate Status for new Estimates. When Estimate Status is Not Issued, it means the Estimate has not been issued to the customer.
Invalidated	When Estimate Status is Invalidated, it means the Estimate was previously issued to the customer but a relevant change was made to the Estimate after it was issued (such as updating the price of the Estimate).
Issued	When Estimate Status is Issued, it means the Estimate has been issued to the customer and is pending approval/rejection.
Rejected	When Estimate Status is Rejected, it means the Estimate has been rejected by the customer.
Accepted	When Estimate Status is Accepted, it means the Estimate has been approved by the customer.

The following provides an explanation of each status and which actions can be executed to reach the status:

Status	Action(s) taken to reach status
Not Issued	Automatically assigned when an Estimate is created (cannot be manually assigned)
Invalidated	Save a relevant change on an Estimate that has already been issued or accepted (cannot be manually assigned)
Issued	Select “Issued” within the Estimate Status bar Issue the Estimate Select “In Progress” within the Order Status bar Note: This only applies if Estimate Status is currently Not Issued
Rejected	Select “Rejected” within the Estimate Status bar Select the “Mark as Rejected” action within more options
Accepted	Select “Accepted” within the Estimate Status bar Select the “Mark as Accepted” button Note: This is only available if Estimate Status is currently Issued Select the “Mark as Accepted” action within more options