How to change an issued invoice’s scope
Keep the original issued invoice unchanged. Review the scope change with the client, then create a linked supplement or credit as appropriate.
Watch the walkthrough
Who acts: Client requester → assigned provider → named commercial approver → Finance
Go straight to the steps
Playback and accessibility
Use Play or Pause, move back or forward 10 seconds, or restart from the title screen. Tab to a button, then press Enter or Space. Action captions are included in the video, and the complete written steps follow below.
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Prepare the client’s outcome request
The recording types Brand voice edits and its context in the native client request form, stopping before Submit request. In your assigned project, select the requested outcome and submit it for provider assessment. A request is not a price or commercial consent.
Review the provider’s planned effort
The recording edits planned duration and settles on 1.5 hours. The provider must also select the linked invoice and named commercial approver, review scope and the $100 hourly rate, then save and publish the complete +$150 proposal against the current baseline. No proposal is saved or published in the recording.
Review the exact commercial consent
The designated client compares Scope comparison, Baseline revision and Proposal version, then checks the exact-version acceptance confirmation to enable Accept scope and price. The recording stops before submission. Reject proposal has its own confirmation and leaves approved work and money unchanged. If the version changes, reload and compare again. Internal owners cannot decide for the client.
Inspect the illustrative post-approval work
The post-approval demonstration shows Brand voice edits in Backlog, 14 approved hours and 8.5 hours complete: 61%. An accepted current proposal creates its work once; approval does not complete it.
Preserve the original and review the supplement
The recording reviews the issued original’s permitted actions without a money-edit action. Invoice #104 remains $1,250; Auto-adjust hours is a disabled Saved setting, not an editable issued-hour control. After real approval, Finance separately reviews and issues the linked $150 supplementary draft. Until issue, it is not an outstanding receivable. Negative scope uses a credit draft for Finance review.
What changes when you finish
One approved scope revision, one new work item and one $150 supplementary draft. The issued $1,250 original is unchanged.
Separate the request from the proposal
A client request describes an outcome without a price. The provider publishes a versioned proposal containing the scope, price and time delta and its approved baseline. Only the designated commercial approver may decide the current proposal. An internal owner cannot impersonate that consent.
Compare the baseline before deciding
Open the current proposal from Your decisions in the client portal. Scope comparison shows Baseline revision, Proposal version, Total planned hours and Scope price. Before proposal is compared with If accepted while Pending approval. Crossed-out old hours or price show the proposed difference, not a change already applied to the invoice. Scope price is not the invoice balance.
Confirm Accept or Reject as the designated client
Only the named commercial approver with the current grant sees the permitted decision controls under Your decision. An internal owner, provider, requester, payer or viewer cannot approve merely because they can prepare or view the proposal.
- To accept, review the exact scope, hours and price, then check “I accept this exact scope, planned hours and price. This is not a payment or delivery approval.” Choose Accept scope and price to submit.
- To reject, check “I reject this proposal without changing approved work or money.” Choose Reject proposal to submit. Rejection leaves approved scope and money unchanged.
- Each action has its own confirmation checkbox. Checking it only enables that action; it does not submit a decision. If the version or baseline changes, reload and compare the current proposal before confirming again.
What approval changes
Approval commits a new scope revision and newly approved work once. Against an issued invoice, a positive change creates a supplementary draft; it does not increase the original principal or outstanding receivable. Negative scope requires a credit draft for finance review. Pending, rejected and withdrawn proposals leave approved progress and amounts unchanged.
After acceptance, Scope approved and Approved by this decision describe the approved change at that decision, not the latest project total. On the invoice, Project scope changes links to the decision; Work in this service period may include the approved additions. Neither accepting scope nor paying the invoice completes that work.
Worked amount and progress
An issued $1,250 engagement has 12.5 approved hours and 8.5 complete: 68%. An approved addition of 1.5 hours at $100 creates a $150 supplementary draft. The engagement then has 14 approved hours and 61% complete after rounding. The original invoice still shows $1,250.
Recover from a changed baseline
A stale version cannot be approved as if it were current. Reload the latest proposal and compare its baseline before deciding. Keep your written feedback while reviewing the new version; repeated confirmation of the same accepted action must not create another supplement.