How to Edit a Progress Invoice

1. Open the project in “My Contracts” and go to the “Progress Reports” tab:

2. Select the progress report you want to edit:

3. Select “Progress Items”:

4. Edit the quantities:

  • Save any changes.

5. Go to the “Invoices/PC” tab and select the invoice that corresponds with the progress report that was edited:

6. Select “Retract Invoice.” This will undo the invoice approval. Select “Retract Invoice” again to allow editing:

7. Select the “Edit Quantities” tab:

  • You can now add the quantity from the progress report:

  • Save any changes.

8. Review the Coverpage & PDF and then select “Send Invoice” to finalize the edited invoice.

The consultant will receive an email notification.

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