Open the estimate or change order and go to its send or review step. Full steps below.
Where: On the estimate, change order or invoice before sending, and on the client's own page
Plans: All plans
Steps
Open the estimate or change order and go to its send or review step.
Set the Valid until (or Expiry date) control — either a number of days or an exact date you pick.
Send it. The PDF, the client's page and the public link all show that same date.
Need to change it later? Edit the date and re-send — the PDF and the link follow the new date. There is only ever one date.
The date you choose is the only validity date: nothing prints a different one.
Rules and limits
Expired estimates and change orders hide Accept/Decline and show a renewal request instead.
An invoice past its due date still accepts payment — the page shows a past-due notice rather than blocking the client.
A link only stops working when you revoke it, or when the document is cancelled or deleted.
Renewal requests are limited to a few per estimate per day so the button cannot be spammed.
Pay Now appears only on invoices that are still open — pending, partially paid or past due.
What this cannot do
Automatically send a replacement estimate to the client for you.
Hide or delete the document from the client once it expires.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.