Add a change order or price a line from your cost
Add extra work to a draft invoice as a change order, and use Cost & markup to set a line's price from what the work costs you.
- Who can do this
- People with the Create & edit invoices permission
Both happen in an invoice's line items while the invoice is a draft. On a new invoice the line items are already open. On a draft you've saved, click the pencil next to Line items.
Add a change order
- Step 1: Click Add change order. A new line appears with a Change order badge.
- Step 2: Fill it in like any other line: a description, the quantity and unit, and the price.
- Step 3: Click Save line items, or Create draft on a new invoice.
On the invoice and on your customer's copy, change orders are listed after the regular lines under their own heading, Change orders / additional work. They count toward the total like any other line.
Price a line from your cost
- Step 1: Under the line, click Cost & markup.
- Step 2: Enter Your cost ($) for one unit and the Markup (%).
- Step 3: The price fills in as your cost plus the markup. A $100.00 cost with a 25% markup gives a $125.00 price.
Next to the boxes you see your margin per unit. Cost and markup are for you only. Your customer never sees them.
Good to know: Typing a price yourself clears the cost and markup on that line, so the margin you see is never out of date.
Good to know: Line items only change while the invoice is a draft. To add a change order to one you've sent, click Revert to draft first. It only shows on a Sent invoice with no payments. See Change, take back or void an invoice. Otherwise, bill the extra work on a new invoice.