Home Forums Support No 'Approve Quote' button

This topic contains 6 replies, has 2 voices, and was last updated by  Greg 2 weeks ago.

Viewing 7 posts - 1 through 7 (of 7 total)
  • Author
    Posts
  • #22702

    Greg
    Participant

    Hello there,

    I created a quote and sent it manually as I prefer this as part of my workflow. The quote was approved by my customer but I didn’t think much of it in terms of Invoice Ninja.

    Now, I see that the quote is ‘Expired’ and I can’t see an ‘Approve Quote’ button.

    Can anyone help?
    Thank you!

    #22703

    Hillel Coren
    Keymaster

    You should be able to fix it by changing the ‘Valid until’ date for the quote.

    #22704

    Greg
    Participant

    Hey,

    Thanks for your reply. I’ve already tried that (set valid until 31/12/19), and it didn’t work ; or maybe I missed it.
    Where is the button supposed to be?

    Thanks

    #22705

    Hillel Coren
    Keymaster

    Rereading your initial comment if it’s already been approved by the client then you won’t see an approve button.

    #22708

    Greg
    Participant

    The client approved the quote in a mail sent to me, not through invoice ninja. I didn’t know at the time I could send my quote using IN.

    • This reply was modified 2 weeks ago by  Greg.
    #22710

    Hillel Coren
    Keymaster

    Understood. In that case you should see an ‘Approve’ button in the client portal, you can click the “View in portal” link on the edit quote page to see it.

    #22716

    Greg
    Participant

    Gotcha, thanks!

Viewing 7 posts - 1 through 7 (of 7 total)

You must be logged in to reply to this topic.

Posted in: