Welcome to the QuickBooks Community, RRSSPC. I'll be sharing details on how the estimate works in QBO, then ensure you can send a sad entry to your client differently.
Please know that QuickBooks Online provides you with the tools to create personalized and professional-looking estimates like your invoices. Customizing the appearance and layout of sales forms is a simple yet effective way to improve your business communications. However, when you send the estimate to your clients, they will receive simple and plain text. This is done to ensure that everything is clear and easy to read.
Additionally, QuickBooks Online's workflow has recently been updated. We're sending out estimates and invoices for a makeover, as well as introducing a new experience to some customers. That said, you can switch to a new interface so your clients will receive a format differently.Then, please keep in mind that this newly updated workflow is only available to new QuickBooks Online users. Any existing or old QBO companies with the feature are not affected and will continue to have old access.
Lastly, you may refer to this article to see details on how the Sales page gives you a great at-a-glance view of the status of your sales transactions, like open and paid invoices: View sales transactions.
You can always get back to us if you have any other clarifications or questions about managing the estimate in QBO. I'm always around to help, RRSSPC. Have a great day!
