Mark an estimate as accepted

When you send estimates through Wave, your customers can accept them by clicking the Accept button on the estimate. When a customer accepts an estimate, you and your customer are notified by email. You can also mark an estimate as accepted on your customer’s behalf or reset the status of an accepted estimate.

Mark an estimate as accepted in your web browser

Mark an estimate as accepted in the Wave mobile app

Mark an estimate as accepted in your web browser

You can mark an estimate as accepted on your customer’s behalf. To do so:

1. On the left-side menu, click Sales & Payments > Estimates.
2. Locate the estimate you want to mark as accepted.
3. Click on the drop-down arrow to the right of the estimate, then select Mark as accepted. Or, if you’re viewing the estimate, click Mark as accepted within the Accept section.
4. To notify your customer, click Notify customer. This automatically sends an email to your customer letting them know the estimate was marked as accepted.

When an estimate is accepted or marked as accepted, Wave keeps a history of who accepted it, including the timestamp, in the Accept section of the estimate.

You cannot mark an expired estimate as accepted. Edit the Valid Until date of the estimate first to mark it as accepted.

Mark an estimate as accepted in the Wave mobile app

You can mark an estimate as accepted on your customer’s behalf. To do so:

1. On the bottom menu, tap Sales > Estimates.
2. Locate the estimate you want to mark as accepted.
3. Tap the three dots at the top right of the screen.
4. Select Mark as accepted.
5. To notify your customer, tap Notify. This automatically sends an email to your customer letting them know the estimate was marked accepted.

When an estimate is accepted or marked as accepted, Wave keeps a history of who accepted it, including the timestamp, in the Accept section of the estimate.

You cannot mark an expired estimate as accepted. Edit the Valid Until date of the estimate first to mark it as accepted.