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brett-grayandco-
May 28, 2023
Question

Hi,Can I see when, or if, an estimate was opened by a potential customer. I can see the info for an inv. but not for an estimate. Ideas?

  • May 28, 2023
  • 1 reply
  • 0 views
No text available

1 reply

J
JamesM4
Level 6
May 29, 2023

Hi there,

 

Thanks for connecting with us here. QuickBooks is a flexible software program that helps you streamline your accounting with ease. I'll be happy to steer you in the right direction so you can get back to doing what you love. 

 

The  function you've described above isn't available. I can see the benefit of having the option to check if the estimate has been opened by a potential customer and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. I recommend searching for a third-party data app that can offer more estimate customization options. You can search for apps on our app store www.apps.com. In the meantime, you can check the status of the estimate by opening it in QuickBooks and verifying the status as Pending, Accepted, Closed, and Rejected. 

 

Let me know if you have other questions by leaving a comment below. I'll be one message away.

B
brett-grayandco-Author
May 29, 2023

Hi and thanks for the message back; that’s unfortunate with the estimates viewing. 

Another question I have: Is there a way to send an invoice and not have it show up as the “body” in an email along with the PDF? I just want the invoice sent and the email portion to have a pdf attached with nothing but my message in the body. As opposed to old html invoice for pages in the body of the email and then a pdf as well, which actually looks professional.
Hope that makes sense; thanks for your help, Brett

J
JamesM4
Level 6
May 29, 2023

No worries. QuickBooks makes it easy for you to customize how your invoice looks and how it's sent. In order to manage this, click on the Gear icon > Custom Form Styles > click open the invoice template in question > navigate to the Emails tab > from here you can make the necessary adjustments. Feel free to check out this article here for more info about customizing an invoice. 

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