Edit a Change Order's Payment Status

OBJECTIVE

To edit the Payment Status of a Change Order in ConstructionOnline.

BACKGROUND

After building an Estimate and entering into a contract with your client, changes to the scope of work may still occur. By creating Change Orders, you can account for these changes as well as keep your project's accounting information accurate and on track.

THINGS TO CONSIDER

  • Company Users assigned to the Project must have permission to be able to create, edit, delete, or Approve/Reject Change Orders. 
  • ClientLink Users assigned to the Project must have permission to be able to view and Approve/Reject Change Orders.
  • TeamLink Users assigned to the Project must have permission to be able to view Change Orders in which they're a designated Resource.
  • Change Orders must be Approved before being factored into the Estimate.
  • Once a Change Order is Approved, a ConstructionOnline Invoice will be created.

STEPS TO EDIT A CHANGE ORDER'S PAYMENT STATUS

A. From the Change Orders category:
  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Change Orders category
  4. Click anywhere on the desired Change Order 
    1. This will open the Change Order Details window
  5. Select the Payment tab
  6. Click the arrow next to Print Receipt in the ACTIONS column
  7. Choose Edit from the dropdown menu
    1. This will open the Edit Payment window
  8.  Make desired changes & click Save
    1. You can edit the Payment in the THIS PAYMENT (%) or ($) columns
  9. Click Save OR Save & Notify to send e-mails 

B. From the Invoicing category:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Invoicing category
  4. Click on the Invoice #
    1. This will open the Invoice Details 
  5. Click the arrow next to Print Receipt in the ACTIONS column
  6. Choose Edit from the dropdown menu
    1. This will open the Edit Payment window
  7.  Make desired changes 
    1. You can edit the Payment in the THIS PAYMENT (%) or ($) columns
  8. Click Save

TIPS AND TRICKS

  • To ensure your ClientLink and TeamLink Users can access Change Orders in the Portal, view Manage ClientLink/TeamLink Permissions.
  • Set Custom Project Permissions for Employees to control how Company Users are able to access and interact with Change Orders.
  • Change Orders will not be factored into the Estimate until Approved.
  • ConstructionOnline Invoices can only be created for Change Orders that have been Approved.
  • Payments can only be logged for Approved Change Orders. 
  • Once the Payment is entered, you can send it directly to QuickBooks.

    HAVE MORE QUESTIONS?

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