Cannot invoice more than the approved contract

Steps

1. Open the job and check Contract before tax, Invoiced before tax and Unbilled contract.
2. Enter only the additional amount you need to bill now, not the whole contract again after a deposit invoice.
3. If the customer approved additional work, record the approved change before invoicing it.
4. When correcting an invoice with no payments, edit that invoice instead of adding a second version.
5. The program also prevents reducing the approved contract below existing invoices. Review the history and correct a genuinely incorrect invoice before reducing the contract.

Check that it worked

Existing invoices plus the new invoice amount before tax do not exceed the approved contract.

Help codes

This article covers these on-screen help codes:

• CSC-INVOICE-001

Still stuck?

Do not increase a contract just to bypass an error unless it reflects a real agreed correction. Report a rejection when the documented totals are within the limit.

Related

• Cannot edit or remove an invoice with payments
• An extra or change order is not in contract value
• A payment is rejected or the balance looks wrong