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How to change invoicing method on a job
How to change invoicing method on a job

You've created a job for the wrong invoicing method/type, how do you create a new job with the correct invoicing method/type?

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Audience – Builder/ Trade

Read/Watch time – 2 min read/ 2 min watch

Article contents – How to steps

Buildxact will allow you to change the invoice method if there are no invoices on the job already. In some cases, this means you have to remove existing invoices before switching the job type and then recreate them after, but overall this is much easier than starting a new job and redoing the setup.

Navigating to the job details tab inside the job that you want to change, you'll see a field for invoice method. If there are no invoices present in the job already, you'll be able to edit it. If there are invoices present, you'll need to remove them. See the video below for more on this.

If there are existing invoices, then this video will cover removing them before switching the job type.
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​Note: in this video we refer to "Contract Price", this is the same option as "Fixed price" if that's what you see within your Buildxact account.

Any questions about this, please contact us and we can assist.

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