From change order to invoice

This video follows a change order to the money: the invoice a signed extra makes by itself, a credit, where the invoice shows, sending it, the client paying online, recording a payment by hand, and how the contract total and job costing follow.

The change order

On the job's page, the Job tab's Contract and change orders box has a Change order button. Pick Extra charge, Credit or No charge, and add the lines. Then Send to sign, Sign here on your device, or Signed on paper. The Change orders video covers those steps.

It bills itself

The moment an extra-charge change order is signed, whichever way, ECHOPS makes its invoice: billed today, due today, named with the change order's number and title. It's made once per change order. A no-charge change order makes no invoice.

A credit

A signed credit makes a credit instead: a negative invoice for the amount taken off. A credit isn't sent or paid. It lowers what the client owes in all on the job.

On the job

Back on the job, Contract and change orders adds it to Change orders and the Contract total. The deal's value stays what the quote said. Below, Billing lists the new invoice, marked Change order, and updates Paid, Due now, Still to bill and Owed in all. Owners and admins see Billing.

In Accounting

It's in Accounting too, on the Invoices tab, with the kind Change order. Switch to By job to see it beside the job's deposit and progress invoices. Open it, and Made says From a signed change order.

In the client portal

Your client sees it in their portal, on the Payments tab: the invoice marked Change order, a credit marked Credit, and the Total and Left to pay adjusted. When you take payments online, Pay now opens the invoice to pay it.

Sending it

Owners and admins send invoices. Open it and click Send to client. Check the client's email and the due date, add a note if you like, then click Email it, or Just copy the link to text it yourself. The email comes from your company, and replies come to you.

Paying online

On the link, the client sees the invoice and pays by card or bank transfer, whichever you take, into your own Stripe account. A card payment is recorded on the invoice by itself. A bank transfer takes about four business days: it shows as on its way, and is recorded when it arrives.

Recording by hand

Paid by check? Open the invoice and click Record payment. Enter the amount, how they paid, the day it came in and the check number, then click Record it. Nothing is charged here, and it can't be more than what's left. A recorded payment can't be changed, only undone.

Job costing follows

On the job's Budget tab, Sold for now includes the change order, and Change orders and budget lines says no cost yet. Click Add its cost, pick the kind of cost and type what it costs. Reports, Profit per job, counts the change order as charged too.

Add a change order's cost the day it's signed: until you do, the job's margin looks better than it is. Next: Job costing.