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Live Q&A - Change Order After Invoicing

  • January 22, 2025
  • 6 replies
  • 154 views
Live Q&A - Change Order After Invoicing
baraica
Community Manager
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In order to use Change Order After Invoicing what type of opportunities and invoice types do I need to be using?

6 replies

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  • Employee
  • January 22, 2025

Currently this feature is only available for Work Orders using Fixed Price Open Billing. 


baraica
Community Manager
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  • Author
  • Community Manager
  • January 22, 2025

I’m trying to add a change order to a fully invoiced opportunity, however it’s telling me that I am not able to because the work is completed. What am I doing wrong?


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  • Employee
  • January 22, 2025

In order to add a change order to a fully invoiced work order, it must also have an open work ticket to bill the additional work to. 


baraica
Community Manager
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  • Author
  • Community Manager
  • January 22, 2025

My work order was fully invoiced in the previous month, but I need to add a change order. How can I make sure this won’t mess up my reporting?


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  • Employee
  • January 22, 2025

Winning a change order on a fully invoiced work order will also clear the end date, keeping it visible in financial reports until it is completed again.


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  • New Participant
  • November 17, 2025

How to create change order for the opportunity that I have completed the work ticket and have send the invoice