Change orders now invoice through HighLevel automatically

If you collect payment through HighLevel, here's good news: the same invoice automation that fires when a homeowner signs your original proposal now works for change orders too.

What happens when they sign a change order

The moment a homeowner signs a change order, BidCraft creates a HighLevel invoice for the change amount — the extra (or removed) work, not the full project total. It follows your Auto-create invoice on sign setting, the same one you already configured for original proposals.

The invoice follows your Auto-create invoice on sign preference — the same one that controls original-proposal invoicing. If it's set to Send, the invoice is created and sent the moment they sign. If it's set to Draft, the invoice lands in HighLevel as a draft for you to review and send yourself. If it's off, no invoice is created automatically — a Create invoice in HighLevel button appears on the signed change order whenever you're ready to pull the trigger. Either way, the change amount appears in your project's Payments view in BidCraft.

That same button doubles as a retry if anything went sideways on the first attempt.

Credit change orders are handled differently

If the change order nets to a credit — any change order that reduces the total price — BidCraft skips the invoice creation. A negative or zero invoice would just create confusion. Instead, you handle the credit directly in HighLevel however makes sense: an adjustment, a note, a manual refund. Your call.

No setup needed

If you already use the HighLevel integration and have your invoice preference set, this just works. There's nothing new to configure.

Full details at Sending a change order and Sending proposals via HighLevel.