How to Represent Change Orders on Invoices

Once a customer approves a change order, you'll need to mark it as sold and understand how it affects your job's total revenue and invoicing.

Marking a Change Order as Sold

When your customer approves the change order:

1. Locate the change order in your estimate
2. Mark it as sold using the sold switch

This indicates you'll receive the additional revenue and need to invoice for the change order amount.

Viewing Change Orders in Jobs

After marking a change order as sold:

1. Click on the job to view the complete project
2. See the sold change order listed alongside your original estimate

Impact on Job Closeout

Change orders affect your project's financial totals. In the closeout section for your main estimate, you'll see:

• Original job sales price from the main estimate
• Change order prices listed separately
• Updated total showing what you'll need to invoice

Invoicing with Change Orders

The change order affects your invoicing process:

• Your total invoice amount changes to include both the original estimate and change order
• Office staff can create invoices that reflect the new total
• You have a clear record of why the project revenue changed

Tracking Change Order Details

You can always review the change orders to see:

• What additional work was requested
• Why the project revenue needed to be adjusted
• The specific items that were added or modified

This creates a complete audit trail for project changes and helps with accurate billing and project management.