Change orders · 2 min read
Invoice an approved change or issue a project credit
Understand positive, negative, and zero-value scope changes.
Before you start
The change must be approved before you settle its financial effect.
Step by step
Check approval and total change
Open the change order and confirm its decision and signed adjustment amount.
Invoice an increase
For a positive approved change, use Actions → Create invoice from change when available. Review and send the resulting invoice to collect the additional amount.
Review a reduction as credit
A negative approved change is treated as a credit, not a negative invoice. Open the connected project to review the credit and where it can be applied.
Keep zero changes as scope records
A zero-value change records an agreement without creating an additional invoice amount. Keep it with the project for reference.
What happens next
Positive changes can produce additional billing, negative changes produce credit treatment, and zero changes record scope only.
Good to know
A project credit does not automatically send a cash refund. Do not charge the full original contract again when invoicing only the change.
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