Quote expiry
A quote can be valid for a limited time, such as 14 or 30 days. When that time runs out before the client answers, SolidInvoice marks the quote Expired for you.
Set how long a quote is valid
When you create or edit a quote, choose an option under Valid for:
| Option | Valid until |
|---|---|
No expiry | The quote never expires. This is the default. |
7 days, 14 days, 30 days, 60 days, 90 days | Counted from the day you choose the option. |
Custom date | Any date you pick. |
The resulting date shows on the quote page, in the quote email and on the PDF, so the client knows how long they have.
When a quote expires
The Valid until date is the last day the quote is valid. A quote valid until 20 November can still be accepted on 20 November. A nightly background task marks it Expired after that day ends.
Only Pending quotes expire. Drafts, and quotes that are already accepted, declined or cancelled, keep their status even after the date passes.
When a quote expires, SolidInvoice sends the usual quote status notification to users who subscribe to it.
On a self-hosted install, automatic expiry needs the background worker running. See Cron job setup.
Quotes expiring soon
The Attention Required card on the dashboard has an Expiring Quotes section. It lists pending quotes that expire within the next 7 days, soonest first, and shows each quote's last valid day.
To see more than the dashboard shows, open the quote list and filter Valid until on a date range. See Managing quotes.
Extend or re-issue an expired quote
An expired quote can't be accepted. To offer it again:
- Open the quote and choose
Re-Openfrom More Actions. The quote goes back to Draft. - Click
Editand choose a new Valid for period or date. - Publish or send the quote again.
You can also clone the expired quote, which leaves the original as it is. See Cloning a quote.