View a detailed history of an estimate or invoice
Access a timeline showing the detailed history of when an estimate or invoice was created, sent, opened, and signed.
- From the Estimates & Invoices, tap on the estimate or invoice whose history you wish to access
- Tap on the Info button in the lower left hand corner
- You’ll now be shown a detailed history of when an estimate or invoice was created, sent, opened, and signed. For reference, the timeline also includes links to previous copies of the document that would have been shared with your client
