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Status indicates the processing status of the customer estimate. There are three possible values for Status:
| • | "Open" indicates that a customer estimate has been approved and invoices may be generated for the customer. |
| • | "Closed" indicates that the customer has been invoiced for the work associated with the estimate and no further invoices will be generated from the estimate. |
| • | "Hold" indicates that you would like to enter additional information for the estimate or you may also establish a company procedure of placing estimates on hold for review and approval. Once an estimate has been approved or the work awarded, the Status field should be changed to Open. |
You must manually change the Status from Open to Closed. You may not change the status of closed estimate line items, but you may add additional line items to an estimate with a Status of Open.
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