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From a client request to an approved addition

An example website project shows how scope, work, invoices and payment move together while retaining separate histories.

Start with Invoice 104View pricing
Invoice 104 from Emi Studio to Acorn Studio, with three services totaling $1,250.
The public invoice example. A $1,250 document. Native interface with fictional data; not live account activity.

Begin with $1,250 of approved work

Emi Studio is the provider and Acorn Studio the client. Their website refresh has 12.5 approved hours at $100 per hour. With 8.5 hours complete, progress is 68%. Invoice #104 is issued for $1,250, with no tax, discount or deposit.

Brand voice edits proposes 1.5 hours and $150 against the approved 12.5-hour baseline. Waiting for John Park.
A published proposal waiting for its named approver. The original invoice is unchanged. Native interface with fictional data; not live account activity.

Price the request before changing the agreement

John Park requests brand voice edits. Emi publishes a proposal for another 1.5 hours and $150. While it waits for John’s commercial approval, the original amount and 68% progress stay unchanged.

  1. John reviews the current proposal against the named baseline.
  2. Approval adds one 1.5-hour Backlog leaf and creates one $150 supplementary draft.
  3. The approved denominator becomes 14 hours, so 8.5 ÷ 14 rounds to 61%. Invoice #104 remains $1,250.

The example, without merging its histories.

Original issued invoice
$1,250 remains the original principal. The proposed $150 is not added to that issued document.
Approved new scope
One accepted 1.5-hour addition creates new Backlog work and a separate $150 supplementary draft.
Separate collection
The original reaches zero balance only after verified payment. That does not settle an issued supplement or approve delivery.

Finish the new work, then collect separately

Emi completes the added work and publishes a deliverable. John can request a correction and later approve its current version. With 10 of 14 hours complete, progress rounds to 71%. Paying the original $1,250 invoice then changes its balance to zero after verification, without changing that 71% or settling a separately issued supplement.

Mobile issued invoice view with permitted document actions rather than money editing.
Issued-document actions do not reopen the original amounts for editing. Native interface with fictional data; not live account activity.

Open the full-size image to inspect the controls. Your available actions depend on the record’s state and your explicit permissions.

See the steps before you act.

Watch a silent recording of the actual interface, with captions and written steps.

Open the complete Help Center guide
Watch the walkthrough and read the steps

Approve added scope without rewriting an invoice

Who acts: Client requester → assigned provider → named commercial approver → Finance

Turn an outcome request into a versioned proposal, then keep its new work and supplementary draft separate from the issued original.

Go straight to the steps
Approve added scope without rewriting an invoice. Written steps follow below.
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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.

Download the action captionsGo straight to the written steps
Silent tutorial · Captions included · Recorded interactions in the actual interface.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.