Tracking the status of your estimates is crucial for managing your workflow and ensuring your team stays on top of the next steps.
In ScanPay, the Estimate statuses automatically update based on actions taken by you or your customer. For example, once a customer accepts an estimate via the ScanPay estimate link, the status will automatically change to Accepted.
Estimate statuses
Your estimates in ScanPay can be in one of the following six statuses:
- Pending: The estimate has been created but is not yet accepted or rejected.
- Accepted: The customer has agreed to the estimate.
- Rejected: The customer has declined the estimate.
- Expired: The estimate's expiration date has passed without any action from the customer.
- Archived: The estimate is archived for record-keeping or other purposes.
- Invoiced: The estimate has been converted into an invoice when you select “Add Invoice” from the estimate.
How to update an estimate status manually
- Open the Estimates section and find the estimate you want to update.
- Click on the Edit icon next to the Status and select the appropriate status from the list.
- (Optionally) You can add a note for your team regarding the update before saving the changes.
Key things to remember
- Once an estimate is invoiced, the status will automatically update, and no manual changes are allowed. This ensures that the estimate and invoice are closely linked.
- Changing the status of an estimate will not affect any other actions associated with it, such as billing or payments, unless it’s converted to an invoice.
Tip: You can see the history of your estimate statuses and any internal notes or attachments, by going to the History.
On the mobile app, go to the History tab on the estimate page.
On the mobile app, scroll down and select View all activity under the History section.
