Hello there, rebecca39.
I'll be providing details on how the new estimate works in QuickBooks Online. Let me also route you to the right support team to assist you further on this matter.
When sending an estimate using the most recent interface, you will be able to choose between Save and new, Save and close, and Review and send. Then, when your customer receives the entry, they will see the Review and approve option.
Then, please know that we've received similar cases or reports about having a "review and pay" button option when your customer received the estimate instead of the option mentioned above.
I recommend contacting our QuickBooks Online Support Team to be added to the affected users list, ensuring you receive an email notification once an update becomes available.
Here's how:
- Sign in to your QuickBooks Online company.
- Click the Help (?) icon.
- On the Assistant tab, enter Talk to a human.
- Enter a short description of your concern and press Enter.
- Select Contact Us to connect with a live support agent.
- Choose how you'll want to get in touch with the support.
- Start a chat with a support expert.
- Get a callback from the next available expert.
Then, you may review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.
On the other hand, setting a preference as default to disable "Review and pay" without turning off the payment option is currently unavailable once you have a QuickBooks Payment account linked to QuickBooks Online. You have to manually turn the settings off so that your customer is unable to see it.
For now, utilize the Modern template in QBO to ensure that your customer sees the "Review and approve" option and receives accurate information about their estimate.
In case you need to view the different statuses of all your sales transactions in QBO, you can read this article: View sales transactions in QuickBooks Online.
Don't hesitate to reply to this thread if you have any other questions regarding handling your estimates in QBO. I'm just around to help, rebecca39. Take care!
