Skip to main content

In order to use Change Order After Invoicing what type of opportunities and invoice types do I need to be using?

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

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?

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. 

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?

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.

Reply


Community GuidelinesCookie settings