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Other questions
Thanks for getting in touch with the Community, OfficeManager_JTE.
While viewing/editing invoices in your new invoicing experience, you can access an invoice's audit trail by using the Audit history option.
Here's how:
- Open an invoice you're working with.
- Click Manage.
- Use your Actions ▼ drop-down list.
- Select Audit history.
QuickBooks Payments is a payment processing service offered by Intuit. If you're seeing it mentioned in relation to estimate approvals, it's likely that you're subscribed to a QuickBooks Payments account. You can access the account from your Merchant Service Center.
Customers can review and approve their estimates online, right from the email you send them. You'll be alerted once they respond. Estimates are non-posting transactions, so they won't affect your books until you convert them to invoices. You can review our Create invoices article for more information on working with invoices in QuickBooks. If you'd prefer to opt out of creating invoices, you don't have to create them.
As for estimate statuses, the following are currently available in your new estimate experience:
- Closed
- Pending
- Accepted
- Converted
- Declined
Here's how to manually update an estimates status:
- In the left navigation bar, go to Sales, then Estimates.
- Locate an estimate and use your Drop-Down Arrow (▼) icon in its Action column.
- Choose Update status.
- Specify a status.
- Select OK.
Statuses can also be updated on estimates while viewing/editing them.
If you'd like to submit any feedback about the new invoicing and estimates experience, you can send it to Intuit while signed in. Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can review our Product Updates webpage for up-to-date news about your products.
I've also included a detailed resource about using the new experience which may come in handy moving forward: See what’s new with estimates & invoices
I'll be here to help if there's any additional questions. Have an awesome Tuesday!