Transfer Change Order to Invoice
After the Change Order has been completed, printed, sent and approved, you are ready to transfer it to make
the new Change Order a part of the Invoice. To accomplish this, click on
"Transfer" and the following screen will appear.
When the above screen appears it will display the number of the Change Order and the (Job)
Invoice to which it is being transferred along with the new Change Order amount.
For your convenience you may click the down arrow to the right of "View Existing Item
Numbers for Job/Invoice" to examine the item numbers that are assigned to the
invoice. Normally the Change Order would be placed at the bottom of the invoice, however
you may assign any item number that does not already exist.
Line Item Number
After determining the item number for the new Change Order, enter it in the box and
press the "Tab" or "Enter" key.
Description
Next, enter the "Description" that you want to be displayed on the
"Continuation Sheet" of the invoice. You will notice that "Change Order #
NNNN" is placed in the description automatically. You may leave the description as
is, or you may add to it, or you may change it completely.
Transfer
When finished, click "Transfer" to transfer the new Change Order to the
(Job) Invoice. Click "Cancel" to exit the screen with no action taken.
When transferred, a new "Change Order Billing Item" will be added to the invoice
and the Change Order values will be registered where required in the Invoice.
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