A change order is a modification to your original scope of work, typically adding or removing items from a project. In InvoiceOwl, you can handle change orders by using sections on your invoice:
- Click Invoices in the left sidebar and open the invoice you need to modify.
- Click Edit to open the invoice editor.
- Click Add section below the line items to create a new section.
- Name the section something clear like "Change Order #1" or "Additional Work."
- Add line items to this section for the additional work, materials, or deductions.
- Each section can have its own name and multiple line items with descriptions, quantities, and rates.
- Your client will see the change order section clearly separated from the original work on the invoice.
Tips for managing change orders:
- Use descriptive section names so your client knows exactly what the additional charges are for.
- You can add multiple sections for multiple change orders.
- Sections can be reordered by dragging them to show the work in the order it was performed.
- Each line item can have a detailed description explaining why the change was needed.
On the Mobile App
This feature is currently only available on the web app. On mobile, you can add additional line items to an existing invoice to account for change orders, but named sections are managed from the web.