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Replying to:
KlentB
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Yes, you can definitely do that, Erikaestrada.

 

Estimates are non-posting transactions that do not impact your bank and income accounts. Removing them won't affect your reconciliation. Feel free to follow the steps I've below:

 

  1. Go to the Sales menu.
  2. Select the All Sales tab, then find the rejected estimate.
  3. Click the drop-down arrow in the Action column.
  4. Choose Delete, then hit Yes to confirm the changes.

 

Delete estimate.PNG

 

Need to personalize and design the quotes that you send to your customers? Check out this article to learn how: Customize sales forms.

 

As always, you can find me here if you have any product-related questions or queries. Assistance is just a post away. Happy Holidays!

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