The only way to do this is to copy the original estimate and convert that to a job.

When you convert it to a job this is where you can select the right type of invoicing for your work.

IMPORTANT 

Accounting

If you have a connected accounting package AND purchase orders or invoices from the old incorrect job have been posted across to your accounting, check the amounts on items synced.

  • If they are for the CORRECT amounts and all other details are correct:
  1. Update the job numbers on the invoice(sale)/purchase order(bill) in your accounting to match the new Buildxact job created.
  2. If there are duplicate orders/invoices coming into your accounting package from the new correct job you create in Buildxact do not approve them, as this will post them into your working financials.
  • If they are for an INCORRECT amounts or other details are incorrect:
  1. Remove all invoices (sales)/purchase orders (bills) from that incorrect Buildxact job in your accounting package.
  2. Then the correct orders/invoices from correct job in Buildxact will come through to your accounting, and these can be approved in your accounting package

Deputy

  • IF Deputy HAS NOT sent timesheets back to Buildxact
  1. Go to the details screen for the incorrect job and unlink it from Deputy
  2. Go to the details screen for the correct job and link it to the existing Deputy job and existing Deputy areas
  • IF Deputy HAS sent timesheets back to Buildxact
  1. Go to the details screen for the incorrect job and unlink it from Deputy
  2. Go to the details screen for the correct job and link it to the existing Deputy job and existing Deputy areas
  3. Confirm historic timesheets sync in to the new job. If they do not you may need to add a work order per category as a placeholder for the labour time spent.

If you need any assistance, you can contact Support on. 1800 965 597

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