You will have brought a deleted estimate back to the Active list.
Before you start
You need the delete permission to restore. Deleting permanently needs the separate purge permission.
Steps
- Open Estimates and switch to the Trash tab.
- Find the estimate (use Search if the list is long).
- Press Restore.
What you will see
The estimate returns to Active with the same number and status.
If something goes wrong
- While an estimate is in Trash its proposal link stops working: the client can no longer view, accept or decline it. It works again after you restore.
- Any estimate can be moved to Trash, whatever its status, including converted ones; the invoice made from it is untouched.
- Delete permanently also removes the lines and cannot be undone.
- Trashing is not an expiry; a restored estimate keeps its valid-until date and may already be past it.