Change orders now update your payment schedule
When your client signs a change order set to Roll into remaining milestones, the change now lands where it should, however you collect payment.
What changes
- Your unpaid milestones adjust. A price reduction comes off the milestones that haven't been paid yet, spread the same way the change-order preview showed you. An addition goes on top of them. Paid milestones never change.
- The payment schedule on the proposal matches the new total. No more old milestone amounts sitting under a new contract total.
- Already paid? It shows as paid. If your client paid a milestone down to its new, lower amount, that milestone now reads as paid, and the job does too once every milestone is settled.
- HighLevel and pay-on-your-own shops included. This used to happen only with Stripe payments connected. A HighLevel shop still gets a separate HighLevel invoice when a change order adds to the price.
- No Stripe? Your change orders still get billed. A signed change order that adds money, set to Due on signature or a custom schedule, or with no unpaid milestones left to roll into, now puts its invoice in your Payments section as Awaiting send. Before, it created nothing. Send it when you're ready.
- A reduction is never an invoice. A change order that lowers the price no longer creates a
COinvoice your client could be sent by mistake.