Mark Estimate Items as Declined by the Client

Before finalising a treatment estimate you can have the client review the estimate items and then mark items as declined by the client. Using this option, you can keep track of items the client has not approved. This option is available if it has been enabled in the department settings.

See how to print or email a treatment estimate for a client.

  • To mark an estimate item as declined by the client, select the x button on the estimate row. Declined rows are shown in red.

Declined rows are printed on the estimate PDF, but they are not included in the estimate sum. You can undecline items using the checkmark button.

See Also

Create a Treatment Estimate

Create a Treatment Estimate Bundle

Create a Treatment Estimate Using a Bundle

Copy a Treatment Estimate

View, Edit, and Archive Treatment Estimates

Use a Treatment Estimate on a Consultation

Print or Email a Treatment Estimate

Treatment Estimates Overview and Settings


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