I am not receiving confirmation of agreed estimates . I would like to be sent confirmation by email . Does the client receive an email and if so why don’t I .I used to be sent a message but is this a record . i need something a bit more legal just in case client decides not to pay .
Hi @zac123
By default an acceptance email is sent to the main administrator on your account, although this can be changed.
If you go to Account Settings >> Advanced Settings on your account, you will see a box labelled “Estimate Accept/Decline Notification Email”. If you enter an email address here, we will send all estimate notifications to this address instead.
In addition to this, we also create a message on your account, which will appear as a notification in the top right hand corner - the same place as any overdue invoice reminders (if you have this switched on, and set to manual).
I hope that helps!
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