carelcarel Member Posts: 4

After an estimate has been accepted and paid, How does one save that estimate? I do understand that different estimate statuses are not yet available. BUT if one goes to the "Filter" tab then there is a "saved" option under the Status drop down.

Thus my question, How does one save an estimate?


  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi, @carel,

    The "Saved" status for an estimate means that an estimate was created, but not sent out yet. There is no option to see whether an estimate was paid because payments aren't applied against estimates in Wave, but only to invoices. Estimates will all eventually reach the "expired" status, once they reach their expiry date, regardless of whether they've been converted to invoices or not.

    If you convert an estimate into an invoice, you'll be able to see the details of that invoice, as well as its status, on the Invoices page. You can record a payment to your invoice from there.

    Does this answer your question? If not, could you give me a bit more details on what you're trying to reflect in Wave? I'd be happy to help out.

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