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Ashley

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  1. Add "Completed" Status for Estimates

    8 votes
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    0 comments  ·  Zoho Invoice » Estimates  ·  Admin →
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    Ashley supported this idea  · 

  2. Option for Cancelling Estimates

    23 votes
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    2 comments  ·  Zoho Invoice » Estimates  ·  Admin →
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    Ashley commented  · 

    New status for Estimates, called "rescinded" or "cancelled" for estimates that were not declined or accepted by the customer but are no longer valid. This would be great to categorize estimates that were left in draft and forgotten, then re-created as a new estimate. We also have customers who never respond after receiving an estimate, so "rescinded" or "cancelled" - even "no response" - would be better than "declined". Very helpful for managing a large amount of estimates and invoices! Also great for reporting and accountability. Thanks!

    Ashley supported this idea  · 

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