An extra or change order is not in contract value

Steps

1. Open the job's Change orders section and check the change status.
2. Draft, Submitted and Rejected values are separate. Set Approved only after the customer has actually approved the change, with a valid approval date.
3. An approved change adds its price and cost budget once. Invoicing that change does not add it to the contract a second time.
4. Update Future costs still to come yourself to include the work still needed.
5. An invoiced change is locked. ClearDesk IQ supports added scope. Record a reduction as a correct adjustment to the original contract; it cannot go below what is already invoiced.

Check that it worked

Approved added price appears in contract value; pending added price remains separately listed.

Help codes

This article covers these on-screen help codes:

• CSC-CHANGE-001

Still stuck?

Report duplicate additions or a mismatch after checking the status and amounts.

Related

• Forecast is incomplete, zero, or too high
• Cannot invoice more than the approved contract
• An accepted estimate is locked or cannot be reassigned