QUICK STEPS
Confirm a change order was created on the invoice before touching the work order — this separates original scope from revised scope and keeps a clear record of what was added, removed, or modified.
Once the customer has signed off, a red Invoice Changes button appears on the work order — this is your trigger to act.
Click it to see what needs to be imported from the new/updated service.
Review any non-inventory items on the change order and make sure they get ordered.
Before importing changes to an existing material or labor item:
Confirm no payment has been made on the material item.
For labor, mark it as Incomplete and remove any payments before updating.
If the change order added inventory items already in stock, they'll come in pre-allocated automatically (if auto-allocation is turned on) — no separate PO needed.
TIPS:
⚠️ Skipping the payment/labor check before importing changes can cause downstream issues when it's time to pay the installer.
💡 Always create a change order rather than editing the work order directly — it keeps the audit trail clean and protects both you and the rep.
Remember: The red Invoice Changes button is your signal that a signed change order is waiting to be reconciled into the work order — don't skip the payment/labor checks before importing.