If the amount on an invoice doesn't match what you need to bill or collect, you can adjust it directly on the proposal โ no need to delete the invoice or start over. This is helpful when a customer pays a different amount than originally invoiced, or when you need to redistribute amounts across multiple invoices on the same project.
Before you begin:
Make sure you have:
An approved proposal in ArcSite with invoices already generated
Access to your ArcSite account at user.arcsite.com
Step-by-step: Edit invoice amounts
Navigate to your Proposals list. From any area of user.arcsite.com, click Proposals at the top of the page.
Open the proposal. Click the project for which you'd like to change the invoice amount.
Open the invoice editor. Above the invoices on the right-hand side of the page, click Edit.
Adjust the amounts or add more invoices. Update the invoice amounts as needed. You are also able to add additional invoices at this point.
If adjustments are made, you'll need to click Auto Fill to quickly add or subtract from existing invoices after adjustments are made. Click Save when changes are complete.
That's it โ your invoice amounts will be updated and ready for payment recording.
Tips:
You cannot invoice for more than the contract price. Once a proposal is approved, change orders are the only way to adjust the contract amount. If you need to bill above the original contract price, create a change order first, get it approved, and adjust your invoice schedule within that workflow.
Splitting across invoices. If a proposal has multiple invoices, you can redistribute amounts between them โ just make sure the total still matches the contract price with the Auto Fill button.
Still need help?
If you run into any issues editing invoice amounts, contact the ArcSite Payments department.