How do I generate an Invoice from Change Order?

In Contractor Foreman, it is not possible to generate an invoice directly from a Change Order (CO). Instead, the Invoice must be created first, and then the Change Order items can be imported into the invoice. Remember that the Change Order will be automatically added to the Schedule of Values once it has been approved (manually or by the customer).

Once you have generated an invoice, go to the “Add Items to Invoice” option. From there, select the “Import from Schedule of Values” option.

This will display a list of all line items included in the Schedule of Values, including any recently approved change order items. You will be able to select the specific items you wish to include in the invoice. It is important to note that only change orders with the status of “Approved” and “Unbilled” will appear in this dropdown, ensuring that only the valid and necessary items are included in your invoice.

One of the benefits of using the Schedule of Values in Contractor Foreman is that approved change orders are automatically updated into the SOV and you will be able to track invoiced percentages. This means that when a change order is approved, you don’t need to manually enter these items into the invoice, they will automatically appear in the SOV , ready to be imported when you are generating the invoice. However, if the change order items do not automatically appear in the SOV , you can manually import them.

To do this, navigate to the Schedule of Values for the project, click on “Add Item to SOV” and select the option “Import from Change Order.” This feature allows you to manually bring in any missing change order items by selecting the specific change order you want to import. Once you have selected the change order, the items will be added to the Schedule of Values, and you can proceed with adding them to your invoice.

Remember that only change orders with a billing status of “Approved” and “Unbilled” will be available for import into the SOV . If a change order has not yet been approved,.