Edit history

ChipfoChipfo Member Posts: 13

If there is a dispute on whether an estimate or invoice was edited after an agreement was made is there a way to view the edit history to satisfy or show to the customer? Or should we encourage customers to save the pdf immediately when the estimate is agreed upon?

Comments

  • JulianPJulianP Member Posts: 1,002 ✭✭✭

    Hey @Chipfo !

    I'm afraid that Wave doesn't have an edit history to reference. However, if this is regarding an invoice or estimate amount change, your customer can view their initial invoice/estimate email as it contains the invoice/estimate's original amount like so:

    The amount in the email wouldn't change since it is separate from the live invoice/estimate link. If this is regarding the notes/terms sections or even item line details, then you can encourage your customer to save a PDF copy for themselves like you mentioned.

    I hope this helps!

    edited February 19, 2021
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