Create Invoices from Approved Change Orders

OBJECTIVE

To create an Invoice from an Approved Change Order in ConstructionOnline.

BACKGROUND

ConstructionOnline provides the most powerful cloud-based Estimating in the industry, giving users the ability to manage their Project Financials from Proposal generation through final Invoicing.

THINGS TO CONSIDER

• Company Users assigned to the Project must have permission to be able to create, edit, or delete an Invoice.

STEPS TO CREATE AN INVOICE FROM AN APPROVED CHANGE ORDER

1. Navigate to the desired Project via the Left Sidebar
2. Select the Financials tab
3. Choose the Invoicing category
4. Click the green +Create New Invoice from button 
5. Select Approved Change Order from the dropdown menu
   
   
   1. This will open the Create Invoice for an Approved Change Order window
6. Choose the Change Order to create an Invoice for 
7. Click Continue
   
   1. This will open the Create a New Invoice window
8. Enter the Invoice information:
   1. The Invoice Number cannot be edited, but you use the Title field for what you need such as an internal numbering system, a title for the Invoice, etc. 
   2. Select the Client from the dropdown menu in the Bill To field 
   3. Choose if you'd like to include Sales Tax, the Terms, Due Date, Status, and how much you want to Invoice
9. Click Create

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Invoicing can be found in the article FAQ: Invoicing. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.