Editing invoices and estimates from your phone is convenient, but it also makes it easy to tap away and lose important changes. This update adds a simple safety check so you can decide whether to save your edits or discard them before leaving the screen.

📌 Why This Matters

For small business owners, invoices and estimates directly affect cash flow. Accidentally losing pricing updates, customer details, or line item changes can create delays, confusion, and extra admin work. With this added confirmation step, you get more peace of mind when making updates on the go and less risk of having to redo work later.

✨ What’s New

• Unsaved changes prompt: If you try to leave an invoice or estimate after making edits, you’ll see a confirmation message before exiting.
• Save before leaving: You can choose to save your latest updates and close the editor.
• Discard when needed: If you made changes you do not want to keep, you can leave without saving them.
• Works across invoices and estimates: The same protection is available when editing both types of payment documents.
• Only appears when needed: If nothing was changed, you can exit normally without an extra prompt.

🛠️ How to Use It

1. Step 1: Open an existing invoice or estimate in the mobile app.
2. Step 2: Make the updates you need.
3. Step 3: Tap back or try to leave the editor.
4. Step 4: If you changed anything, a confirmation message will appear.
5. Step 5: Tap Save to keep your edits and exit, or tap Discard to leave without saving.

💡 Pro Tip

Use this while updating estimates or invoices between jobs so small changes get saved right away and you can bill faster without missing revenue.