To accept an estimate, your business must use Wave’s online payments or Pro Plan. Mobile actions are only available with the Pro Plan. Learn about Wave’s plans and how to subscribe, or how to set up online payments.
When you send an estimate through Wave, customers can agree to the contents of it by clicking the Accept button at the top of the estimate. You can also mark an estimate as accepted for your customer.
When a customer accepts an estimate, you are both notified by email.
Accepting an estimate does not create a binding contract. Learn more about how to protect your business.
Mark an estimate as accepted for your customer in your web browser
Mark an estimate as accepted for your customer in the Wave mobile app
Mark an estimate as accepted for your customer in your web browser
To mark an estimate as accepted for your customer:
- On the left-side menu, click Sales & Payments > Estimates.
- Find the estimate.
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Click on the drop-down arrow to the right of the estimate, then select Mark as accepted.
When viewing the estimate, to mark it as accepted, in the Accept section, click Mark as accepted.
- To notify your customer, click Notify customer. This automatically sends an email to your customer letting them know the estimate was marked as accepted.
To remove the accepted status, see Reset an accepted estimate.
Wave tracks when an estimate is accepted, marked as accepted, or reset, 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 for your customer in the Wave mobile app
To mark an estimate as accepted for your customer:
- On the bottom menu, tap Sales > Estimates.
- Find and tap the estimate.
- At the top right, tap the three dots.
- Tap Mark as accepted.
- To notify your customer, tap Notify. This automatically sends an email to your customer letting them know the estimate was marked accepted.
To remove the accepted status, see Reset an accepted estimate.
Wave tracks when an estimate is accepted, marked as accepted, or reset, 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.