It depends on the situation, kris44dad.
Using change orders is important in tracking the changes in the contract. However, this can confuse you once you edit the transaction multiple times.
Here's how to track change orders on an estimate:
- Locate and open your estimate.
- Change your estimate.
- Save the changes.
- On the Add Change Order window, modify the details, then click Add.
While adding the changes to the original estimate helps you edit the transaction easily.
If you want to keep a copy of your original estimate before creating a change order, do the following:
- Display the original estimate.
- Click Create a Copy.
- Save the estimate by clicking the Save & New button at the bottom of the screen.
- If you edit the duplicate before saving, a change order won't be created.
- Display the estimate by clicking the Previous button.
- Make the changes for your change order and follow the change order directions described above. QuickBooks will have a copy of the original estimate and the change order.
Additionally, I've added an article that'll help you invoice customers for partial payments. Doing so keeps the transactions organized and connected from start to finish: Progress Invoicing in QuickBooks Desktop.
I'd appreciate it if you'll update us if you need additional assistance creating and managing your sales transactions. We want to make sure your record is accurate.
