Find any estimate or invoice, narrow the list, and open the document you need.
On web
Select Accounting.
Select Estimates or Invoices.
Choose a date range: Today, This week, This month, This quarter, This year, or Custom range.
Use the sort control and All statuses to order and filter the list.
Select Open search to search the list.
Select the document you want to review.
What the list summaries show
Each list shows a summary of documents by status.
List | Summaries |
Estimates | Draft, Open, and Won |
Invoices | Draft, Open, and Paid |
To start a new document from either list, select New.
In the mobile app
In the bottom bar, select More (the 3 dots), then Estimates or Invoices.
Select Newest or A to Z to sort the list, and Status to filter it.
To search, use Search estimates… or Search invoices… at the bottom of the screen.
Select the document you want to review.
When you open a draft estimate, Review estimate shows Bill to and Mark as open.
If you can't find a document
On web, if you see “No invoices in this time range,” choose a wider date range and check again.
Related articles
Create an estimate
Create an invoice
Review an open invoice and send a reminder