How do I create Invoices for my Change Orders from the Schedule of Values tab?

Before you can invoice a Change Order, the first requirement is to make sure that the Change Order has been included in the Schedule of Values for the project. The Schedule of Values serves as a breakdown of all project items, including Change Orders.

To verify that the Change Order is in the Schedule of Values, navigate to the Project where the Change Order was created, and go to the Schedule of Values tab.

Review the list of items to confirm that the Change Order has been added. If it has not been added, you can import the Change Order manually into the SOV using the Import From Work Order option.

Once you have verified that the Change Order is in the Schedule of Values, the next step is to create an invoice. From the main menu, navigate to the Invoices module. Inside the Invoices module, click on the + Invoice button in the top right to Create a New Invoice.
After the new invoice is created, you will be taken to the invoice page. To add details to the invoice, you need to switch to Edit Mode by clicking the Edit button. In the Edit Mode, look for the drop-down menu labeled Add Item to Invoice. From this drop-down menu, select Import From Schedule of Values.

At this point, the system will present a list of all items that are currently included in the Schedule of Values for the selected project. This includes Work Orders, Change Orders, Approved Estimate Items, and other items. Review the list of items and select the Change Order(s) that you want to include in the invoice. Once the relevant Change Order is selected, click Save & Close. Change Order items will be imported into the invoice along with any associated quantities, prices, and descriptions.

Once you have reviewed and made any necessary adjustments to the invoice, it is important to save your changes.