How do I generate an Invoice from Change Order?
You cannot generate an Invoice from a CO. The Invoice must be created first. See SOV (Schedule of values) within the project or Invoicing for detailed help. Methods one, from SOV select "Add Items to SOV" Drop Down, then Select Import CO and then you can go to the invoice and import it from the SOV into the invoice. . Only Approved and Unbilled CO's will be imported. Method 2, from an Invoice Select Drop Down for "Add Items to Invoice" and Select "Import CO's". In Project Settings you can make a selection to always import Approved CO's into the SOV.
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How do I generate an Invoice from a Work Order?
To generate an Invoice from a Work Order, open the Work Order and scroll down to the bottom right to the Actions dropdown. Click the drop down and from here choose the Create/ Modify Invoice and a new Invoice will be created for the Work Order.
How can I adjust a change order amount?
Change Orders are used for small jobs that were not mentioned in the contract. Adjusting the amount can only be done when the Change Order Status is on Open. Please follow the below steps to change the amount in a Change Order: Menu > Change Orders > ...
How do I generate a Change Order for a Subcontractor?
When creating the Change Order and adding lines items insert the name of the Subcontractor into the "Assigned to" Field in Pop Up box. Then go to Subcontract and Check Add Items to Subcontract (you may have to move it from ?Approved" to "Open" or ...
Modifying a Change Order
Modifying or Editing a Change Order Line Item Open the Change Oder you need to modify and click the green Pencil icon in upper right to edit the Change Order. Scroll down to list of Change Order Items. One the far right, click on the green pencil ...
How do I import Work Order items into a Change Order Request or Change Order?
Importing a Work Order Item into a Change Order is currently not a feature that is available within the app.