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Invoices

Change orders

When the scope changes: add items or take them away as a credit, get your client’s approval, then invoice and order it.

Written By Julia M.

Overview

When the scope changes, make a change order. It is numbered for its project, like CO-SEA1-00001.

Watch it: the Finances lesson in Campus, step 4, “Invoice and get paid”, chapter 8, “Change orders” (starts at 3:06).

Steps

  1. In All documents, click New, then Change order, and pick the project.

  2. Add items with Add product, Add service or From this project, or use Take away an item to give it back as a credit.

  3. Send it. Your client approves it on their own page.

A change order, with Take away an item beside the ways to add one

Once it is approved

Click Create invoice to bill it, or add it to the project’s next invoice. Create purchase orders orders what it added.

An approved change order with Create invoice and Create purchase orders

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