Valid until identifies the period for which an estimate's proposed terms are intended to remain available. Enter the appropriate date when preparing the estimate and review it with the customer terms. The estimate list can show when validity has ended.
Check the estimate date, customer and total alongside the validity date. A proposal opened from an old link may no longer represent terms the company intends to offer. Review its current saved status before recording acceptance or preparing an invoice draft.
If the terms need revision, use the available draft or withdrawal workflow rather than assuming a validity label extends automatically. Retain the explanation for any updated offer so the history distinguishes the old proposal from the revised terms.
A validity date is not evidence of customer acceptance and does not send a reminder or create an invoice by itself. Record the actual acceptance date and supporting document through the acceptance workflow. Before conversion, confirm that the retained evidence refers to the exact approved terms you intend to invoice.
Was this article helpful?
Tell us whether this answered the question you came with.