How to change the system status of an estimate from "never expires" after sending?

[HairCUSTOMIZED]

How do I change the system status of an estimate from "never expires" after sending?

I created and sent an estimate w/ due dates.  I also added verbiage advising the client the estimate expires in 90 days.

However, after sending the Estimates dashboard shows the status of the estimate as "never expires" ?  I do not recall setting anything within the estimate to "never expires".  When attempting to edit the estimate, I can not locate how or why this status is pulling through.

• Does my client see this "never expires" messaging on their end?
• If yes, is there a way to change the way the system's automated estimate status is populating?

[Minion · Accepted solution]

HI @HairCUSTOMIZED 

You'll want to head back in to the estimate section.  You can click the 3 dots to the right hand side of the expiration column, and click Edit.   The field to change the expiration on estimates will be your last screen, before you Send/Update and will be labeled Communication.  You can change that to the correct day needed for expiration and click Update.

I'm not sure if they will see exact verbiage that says no expiration, but they also won't see the correct expiration date.

[Minion · Accepted solution]

HI @HairCUSTOMIZED 

You'll want to head back in to the estimate section.  You can click the 3 dots to the right hand side of the expiration column, and click Edit.   The field to change the expiration on estimates will be your last screen, before you Send/Update and will be labeled Communication.  You can change that to the correct day needed for expiration and click Update.

I'm not sure if they will see exact verbiage that says no expiration, but they also won't see the correct expiration date.

[HairCUSTOMIZED · Accepted solution]

It worked!  Thank you so very much @Minion. You are a lifesaver...

[Minion]

---

@HairCUSTOMIZED wrote:

It worked!  Thank you so very much @Minion. You are a lifesaver...

---

Awesome, glad to help! 

Welcome to the Square Community by the way.