In this article, you'll learn how to delete an estimate, one at a time or several from the Estimates list, and what to think about before you do.

To open your estimates:

In the menu, click Estimates.
Click an estimate number to open it.

Before you delete an estimate

There's no undo and no trash folder, so take a second before you confirm.

The number is kept. If you delete EST-1042, the next estimate you write is still EST-1043. Numbers are never reused, so your records stay in order.
A job you made from it is untouched. Create job and Link job give the job its own copy of the items. Deleting the estimate afterwards doesn't change the job or its items.
A deposit that's been paid stays paid. Deleting the estimate doesn't refund anything or remove the deposit invoice. If the money needs to go back, refund it from the invoice first.
It disappears from the lists. The estimate leaves the Estimates page, the client's history and the Estimates block on your Home screen.

Tip: If you only want the estimate out of the way, change its status instead. On the estimate page, pick Archived or Declined from the Status dropdown. You can also change it in the Status column of the Estimates list. The estimate stays on record and you can bring it back later.

Deleting one estimate on the web

Open the estimate.
Click Actions at the top right.
Click Delete.
A box asks "Cancel estimate EST-…?" with "The number stays on record." underneath. Click Yes, cancel it. Cancel backs out.

You're taken back to the Estimates list and the estimate is gone from it.

Deleting an estimate from its page

Deleting several estimates at once

This only works on the web, on a desktop-sized screen.

On the Estimates list, tick the box at the left of each estimate you want to delete. The box in the header ticks everything on the page.
The bar above the list reads "N estimates selected". Click Delete.
A box asks "Delete N estimates?" with "The number stays on record." underneath. Click Yes, delete.

The button reads Deleting… while it works. A yellow notice above the list then tells you how many were deleted. If one couldn't be, the notice names it.

Deleting several estimates from the list