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Modify an accepted quote

How to modify an accepted quote and related invoices?

Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a year ago

Step 1: Change the status of the quote from "Accepted" to "Draft"

On your Quotes tab, click on the accepted quote you would like to modify

  1. Click on the “Actions button at the top right of the screen

  2. Select “Draft”.

Step 2: Confirm if you would like to void the attached invoices

  • If you say Yes: The invoice will be voided and appear on your reports at $0

  • If you say No: The original invoice will remain in the project

Step 3 : Make the necessary modifications to the quote and/or the invoice(s)

  • Make the modifications to the quote items

  • Make the modifications to the invoice items to reflect the changes in the quote items, if you have answered "No" in the above window

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