Change orders

If there is reduced or additional work after a quotation has been approved, it is best to record that with a change order. After all, an approved quotation is your contractual reference and it is better not to change it any more. With a change order you record every change separately and traceably, so your approved quotation stays clean and your project budget and invoicing remain correct.

You draw up a change order in the same way as a quotation: you build it up with the same lines and posts, and it sits under the same project as the original quotation.

Example:
You have drawn up a quotation in which a specific air conditioning unit was chosen. That quotation was approved by the customer.
Only after the approval does the customer change her mind and choose a different air conditioning unit. So there is a price difference compared with the original quotation.
You record that difference with a change order.

Settings and numbering

There are no separate settings for change orders: the settings of the quotation are carried through. Change orders do get their own continuous number series, separate from the quotation numbers. You determine the next number in Settings > Quotation > Next number.

Change orders in the recalculation

Just like the quotation, the change order is taken into the recalculation as well. The reduced or additional work is therefore included in the budgeted cost of your project, so your recalculation keeps giving a correct picture.

Invoicing the change order

As soon as the change order is ready, you can invoice it straight away. You can also place the change order on an existing invoice or create a new invoice from it. That way you decide for yourself whether the reduced or additional work is invoiced separately or together with the rest.

Updated on: 04/09/2026