How to Create an Invoice from Changes

Easily bill approved change orders and keep your project budget up to date

Creating Invoices from Changes

Creating an invoice from approved changes is a quick and efficient way to bill your customer for modifications made after the original contract was set. This guide walks you through the steps to generate an invoice directly from project changes. 

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Step 1: Navigate to the Invoices Page

1. Open your project in Ressio.

2. From the side navigation bar on the chosen project, select Invoices.

3. You’ll see a list of all invoices for this project, including any drafts, released, or paid invoices.

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Step 2: Choose “New Invoice” and Select “By Changes”

1. In the top-right corner, click New Invoice.

2. From the available options, select From Changes.

3. This tells Ressio that you’d like to invoice based on invoice changes to the original estimate.

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Step 3: Select the Approved Changes

1. A list of approved change orders will appear.

2. Check the box next to each change you’d like to include in the invoice.

3. You can preview details such as description, cost code, and total value before proceeding.

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Step 4: Review and Adjust Invoice Details

1. Once selected, Ressio will automatically generate a draft invoice containing those change items.

2. Review line items, amounts, and taxes.

3. If needed, edit any fields such as:

   • Invoice Name / Number

   • Terms & Conditions

   • Notes to Customer

   • Attachments (supporting files, images, or documents)

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Creating an Invoice from Changes on the Budget Page

You can also create an invoice from changes directly within the Budget page:

1. Open your project and go to the Budget tab.

2. In the top-right corner, click New Invoice.

3. Choose From Changes when prompted.

4. Select the approved change items you’d like to include, review the totals, and then continue the invoicing process as outlined above.

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Step 5: Release the Invoice to the Customer

1. When ready, click Release to Customer in the top-right corner.

2. Once released, the invoice appears in the customer’s portal under Budget → Invoices, and the customer will be notified.

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Step 6: Track and Mark Payments

After the invoice is released:

• Mark as Paid once full or partial payment is received.

• Void the invoice if it was created in error.

• Review all invoiced and outstanding amounts on the Invoices page.

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If you need help or have any questions about invoicing from changes, please contact your Customer Success Coach — we’re happy to assist you!