Change the Date or Info on an Evaluation / Invoice

How to Change the Date or Info on an Exam (Evaluation) / Invoice


Once an evaluation has been "Finalized" (generated & finalized an invoice), the date and information on that evaluation and attached invoice will be sealed and cannot be changed, UNLESS you "Un-Finalize" the invoice. You can adjust the date and any information within the evaluation anytime during the evaluation while it is still in the "In Progress" or "Complete, No Invoice" stage. If you are unsure if you have all the information such as owner, split ownership percentage, pricing or charges just how you want them, you can leave the evaluation open and finalize it at a later time, before you send out the invoice. 

If you have finalized an invoice and need to make changes, you can go to the Web Admin > Go to Invoices > Manage Invoices/Quickbooks button. Find the invoice(s) you need to change and click on the UNFINALIZE button. An alert will pop-up if that invoice it tied to batch invoices that will be unfinalized. You can then also adjust the Evaluation if needed.


Work-Flow: In the field and need an invoice estimate, but are not ready to finalize?

If you would like to have an invoice total to give your customer in the field at the time of an exam, without actually finalizing an invoice so that you can continue to edit it later on, you can pull up that total by touching the "Generate" button within your evaluation to pull up an invoice total, then just select "Close" to go back. Do not "Finalize" the invoice. You can also create an Estimate  { Learn How Here }


From the Mobile App:

1) Open the evaluation you would like to edit the date on, and select "Evaluation Details"

2) Tap on the date, then choose the new date you would like from the calendar that pops up. 

3) Select "Close Evaluation" when you are finished. This will save your changes.

From the Web Admin:

1) Open the evaluation you would like to edit the date on, by clicking on the designated row.

2) Select the date box, then choose the new date you would like.

3) Select "Save & Close Evaluation" when you are finished. This will apply your changes.

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