How to change the status of an estimate
This article explains how to change the status of an estimate that you've created in FreeAgent.
Here are a few examples of when you may need to change the status of an estimate in FreeAgent:
- To mark an estimate as sent
- To mark an estimate as approved once a customer has approved it
- To mark an estimate as rejected if it isn’t approved by a customer
- To edit an estimate that has been marked as sent or approved by reverting it to a draft
- To convert an estimate to an invoice once a customer has approved it
There are also a few different ways for you to review the history of changes made to an estimate.
Opening the estimate
Navigate to the 'Work' tab at the top of the screen and select 'Estimates' from the drop down menu.
Select the reference number of the relevant estimate.
Changing the status of an estimate
The status of an estimate is displayed in bold with a green indicator above the estimate.
Marking an estimate as sent
Before you send an estimate to a customer via FreeAgent or download a PDF of the estimate and send it from outside of FreeAgent, you will need to mark it as sent. To do this, select ‘Mark as Sent’ above the estimate.
Marking an estimate as approved
Once an estimate that you’ve sent has been approved by a customer, select 'Mark as Approved' to change the status of the estimate to approved.
Marking an estimate as rejected
If an estimate isn’t approved by a customer, you can change its status to rejected by selecting ‘Mark as Rejected’ from the 'Actions' drop-down menu.
Editing an estimate
To edit the information on an estimate that has been marked as sent or approved, select 'Make Draft' above the estimate.
After making the relevant changes, select 'Mark as Sent' to change the status of the estimate back to 'Sent'. Please note that you will need to send the updated version of the estimate to a customer and select ‘Mark as Approved’ once they’ve approved it.
Converting an estimate to an invoice
To convert an estimate to an invoice once it’s been approved by a customer, select 'Convert to Invoice' above the estimate. You can only select this option once an estimate has been marked as 'Sent'. Please note that you won't see this option if you have an unincorporated landlord account.
Selecting 'Convert to Invoice' converts the estimate into a draft invoice and gives it the next invoice number in sequence. Please note that this will usually be a different number from the one it had as an estimate.
Please note that if you have selected any ‘Contact-level email settings’ for this contact, for example to email payment reminders to them, these will not be automatically selected on the invoice created from the estimate.
To include any email options, you’ll need to edit the draft invoice and select the relevant options before sending it to your contact.
Viewing the changes to an estimate
There are three ways you can view a list of changes that have been made to an estimate.
Navigate to the 'Work' tab at the top of the screen and select 'Estimates' from the drop-down menu. On the 'Estimates' screen, select 'View History' to the right of an estimate to view all the changes that have been made to that estimate.
Alternatively, if you open the relevant estimate, you can view the detailed 'History' in the section below the estimate. Please note that the 'History' section will contain a log of changes that have occurred to the estimate for a maximum of two years prior to the current date.
Finally, you can also see a log of any new estimates that have been created, or existing estimates that have been updated, from 5th April 2021 onwards in your Audit Trail report.