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Manage Change Orders on Commitment Invoices

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Background

You can now manually select which change orders to include on your invoices. While previous versions added these items automatically or through a bulk Add function, this update gives more granular control over change orders on invoices by allowing you to manually review and select which items to add or remove .

Things to Consider

  • Required User Permissions: 

    • Admin' level permissions on the project's Commitment Invoicing tool.

  • When creating a new invoice, any change orders that were previously approved or are currently pending-billable will be included automatically.

  • The system automatically adds Approved or Billable change orders to your next invoice.

  • You can manually add a change order:

    • if it is Approved or Billable.

    • if it has been updated after the invoice was created.

    • if it has not been included on a previous invoice in the same commitment.

  • You cannot delete change orders that were carried forward from a previous invoice.

  • To remove change orders, you must first move Approved or Paid invoices back to Draft status.

Prerequisites

  • Create a Commitment Invoice.

  • Make sure the commitment has available change orders (COs).

  • The change orders must be in an Approved or Billable status.

  • You must have an existing invoice created in the Commitment Invoicing tool.

Steps

Add Change Orders to an Invoice

  1. Navigate to the project's Commitment Invoicing tool.

  2. Click Edit next to the commitment.

  3. Click the Invoices tab.

  4. Click View next to the invoice.

  5. Click Review & Add Change Orders.

  6. Select the specific change orders you want to add, or check 'all' to add them at once.

  7. Click Add. 

Note: A banner confirms you added the change orders.

Remove Change Orders from an Invoice

  1. Navigate to the project's Commitment Invoicing tool.

  2. Click the Invoices tab.

  3. Click Edit next to the invoice.

  4. Locate the change order you want to remove.

  5. Click Delete. 

Note:

  • You can only remove change orders in Edit mode.

  • The icon to delete Change Orders is only visible when grouping includes Commitment Change Orders.

Remove a Newly Added Change Order

  1. In the Change Orders section of the draft invoice, locate the item you want to remove.

  2. Uncheck the change order.

  3. Click Save to update the invoice totals.

Note: Deleting a change order returns it to the Review and Add Change Orders list for future use.

See Also