How do I void an estimate?

Updated on January 23, 2018 08:34PM by Admin


Estimates App allows you to Void an estimate. However, once the estimate created is converted or approved it cannot be made void.  Please go through the following steps. Before that, to make learning easier please watch the video.

Steps to Void an Estimate

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Click on “By Status” and select “Created” from left navigation panel.
    click created under bystatus 
  3. You can view all created estimates in the dashboard.
    click void
  4. Select check box near the estimate you want to void and click on “Void” button.
  5. You can view warning popup as shown in the image below. 
  6. Click on “Yes” button to void.

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