Enable Simplified Invoicing on a Commitment

To fix a commitment created with the incorrect invoicing method, you can manually switch it in the contract's advanced settings.

• Required User Permissions:

  • 'Admin' level permissions on the project's Commitments tool.

• Restrictions:

  • You cannot switch from Construction Progress Invoicing to Simplified Invoicing if the contract has existing balances in Stored Materials or Stored Materials Retainage.

1. Navigate to the project's Commitments tool.

2. Click Edit next to the contract.

3. Click the Advanced Settings tab.

4. Under Invoices, select 'Simplified Invoicing' from the Invoicing Method drop-down menu.

5. Click Save.