Once the customer accepts a Change Order (CO), the payments related to the CO are also displayed in the “Details > Payments” tab in the Project details view in the Change Orders table.

A CO will use the default payment term set for the CO under “Settings > Quote > Payment Terms.” You have the option to change the payment terms.

Once the payment term and the dates are set for the CO, you collect the payment for the CO in the following ways:

The steps to create and share the invoice for a CO are similar to those of an invoice for project payment.

Check out this article for more details.

Here, the total amount of all accepted COs can be factored into one or more project payment terms. The CO payment can be collected when you send the invoices for the project payment terms.

To true up the CO amount:

1/ Click "True up" above the CO table.

2/ In the modal, select one of the following:

This option will split the CO amount equally among the remaining project payment terms. For example, with a CO amount of $1,000 and 5 remaining payment terms, $200 will be added to each of the remaining payment terms.

This option will allow you to choose a project payment term to which the CO amount should be added.

This option will allow you to manually split the CO amount into one or more project payment terms.

In the following screenshot, the CO amount is manually split among 4 payment terms.

3/ If you choose the Pro Rata Amongst Remaining Terms or Apply to Outstanding Term option, click "Preview" to see the CO amount allocation.

4/ Click "Save." The CO table will not show the CO amount allocation.

The following is a screenshot of true-up using the pro rata option.