What is the process for changing the estimate date on an existing estimate?

Problem

You cannot directly edit to change the date on an existing estimate. You need to create a copy of the estimate, which will have today's date.

Solution

By following these steps, you can ensure your estimate has the correct date without directly changing the original document.

Edit the estimate date

1. Go to the estimate you want to update.

2. Duplicate the estimate.

3. Click on the duplicate  . This action creates a new estimate with the same details as the original.

4. The new estimate will automatically have today's date.

5. To remove the old estimate, click on Dismiss to remove the old estimate from your records.