You can apply a Change Order when you need to update a project’s estimate after it has already been approved.
This is typically used when the project scope, pricing, or requirements change. Applying a change order ensures that your invoices and financial data stay aligned with the updated agreement.
Before You Start
Make sure:
The project has an existing signed proposal
You have permission to access both the Invoices and Estimate modules
Steps to Apply a Change Order
Go to the Invoices module
Click the Customer Name / Project Name to open the project
In the Project Invoicing page, click Change Order
You will be redirected to the Estimate module
Update the estimate as needed
You can modify:
Pricing
Line items
Scope of work
Materials or services
You can save the changes as a draft, send them to the customer to sign, or approve them internally. If sending to a customer, the system will prompt you to select which change you want to send to the customer. (In case you have more than 1 line item added)
Adjust the payment term for this change order to your existing payment terms & select the desired option
The system will show you what the payment terms will look like. You can edit the name of the change order. Click Confirm.
The system will show you the updated Proposal document. Add your signature if needed. Then click "Send change order to customer."
