Fold approved change orders into an invoice

Pick the approved change orders that haven't been billed yet and drop them onto an invoice — one line each, or fully itemised.

What it is

A sidecar in the invoice editor listing this project's approved change orders that are not yet invoiced and paid, plus any already linked to this draft. Selected ones fold in as either a summary line per change order ('CO-3: Concrete slab') or every underlying line item expanded.

Also called: add the extras to the invoice · bill the change orders · summary or itemised extras

See it
New Change Order — Line Items
Line Items+ Add Line
KindDescriptionSupplierQtyUnitUnit PriceTotal
Material12×12 insulated overhead doors (2)Kaufman Door Supply2ea2480.00$4,960.00×
LaborFrame openings, headers, jamb & track installUnassigned18hr68.00$1,224.00×
Credit (subtracts)Delete one 3068 walk door from base scopeUnassigned1ea640.00-$640.00×
Markup %
12
Tax %
6
Subtotal$5,544.00
Markup (12%) + Tax (6%)$1,037.84
Total$6,581.84
Schedule+3 days
The change-order sidecar with checkboxes, a Summary/Detailed toggle, and the resulting 'CO-3: Concrete slab' line in the invoice table. src/components/invoices/InvoiceEditor.tsx. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
How it works
  1. 1Summary mode produces one row per change order at its grossed total; detailed mode expands each change order's own line items.
  2. 2Folding is additive and de-duplicated — a change order already on the invoice is skipped.
  3. 3Every folded row carries source_change_order_id, and the invoice's linked_change_order_ids is refreshed from the rows on save.
  4. 4Folded rows are the change_order kind, so invoice tax is not applied over the change order's own tax.
Why we built it

Not every builder wants a change order threaded through a payment schedule; plenty just want the extras on the next bill. Approved change orders can be folded straight into an invoice as itemised lines at the amounts that were signed for, with each line still traceable back to the change order it came from.

The problem
  • Approved extras never making it onto a bill.
  • No choice between a summary line and a full breakdown.
  • The same change order being added to two invoices.
Sound familiar?
What you get
Approved extras appear on the invoice in two clicks.
Detail level is the builder's choice per invoice.
Two-way traceability between the invoice line and the change order.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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