Sometimes a job comes in under what you quoted — you used less material than expected, or you just want to give the customer a credit. Other times it's the opposite — the customer added scope mid-job, or you discovered extra work once you got started, and you need to bill more. SynkedUP doesn't have a "credit" or "refund" button, and you can't add a negative line item. Instead, you adjust the credit or additional billing by changing the work area's Final Price. Here's how to do it the right way in either direction, including when the work area has already been approved.
The short version
A credit or additional charge is just a lower or higher Final Price on the work area. The work area has to be set to the Quoted Price pricing type for this to work. Once you change the Final Price, the adjusted amount flows through to the customer's remaining (final) invoice automatically.
If the work area hasn't been approved yet
Open the project and open the work area you want to adjust.
Make sure the Pricing Type is set to Quoted Price.
Edit the Final Price up or down to the new amount. The difference is the credit or additional charge.
Save. That's it — the new price will show on the proposal and invoice.
Tip: rename the work area or add a note in the Customer Proposal and Invoice Description (for example, "Flagstone — adjusted for actual material used") so it's clear to the customer where the adjustment came from.
If the work area has already been approved
Once a work area is approved, SynkedUP locks its Final Price so it can't be changed by accident. To change it, you'll unapprove that work area first, make the change, then re-approve it:
Unapprove the work area you want to adjust.
Confirm the work area's Pricing Type is Quoted Price.
Override the Final Price to the new amount.
Re-approve the work area.
Create and send the invoice — it will reflect the adjusted total.
Billing MORE instead of less (extra or change-order work)
The same unapprove → adjust → re-approve mechanism works in reverse if you need to bill additional work on a work area that's already approved — for example, the customer added scope mid-job, or you discovered extra work once you got started:
Unapprove the work area you need to add billing to.
Confirm the work area's Pricing Type is Quoted Price.
Raise the Final Price to reflect the new total (original price + the additional work).
Re-approve the work area.
Create and send a new invoice for the difference.
If the additional work doesn't belong on an existing work area — it's a distinct new scope of work — it's usually cleaner to add it as a new work area instead and invoice that separately. See How to do a Change Order.
This works the same way whether or not a deposit has already been applied to the work area — the deposit doesn't block raising the price, only lowering it below what's already been invoiced (see below).
Important: you can't go below what you've already invoiced
You cannot lower the Final Price below the amount that has already been invoiced on that work area. For example, if a customer has already been invoiced for a down payment and a progress payment, the new Final Price has to stay at or above that already-invoiced total. The credit comes off the remaining balance on the final invoice, not off money you've already billed. This limit only applies when lowering the price — raising it has no such restriction.
If you need a lower number than what's already been invoiced, reach out to the team and we'll help you sort out the cleanest way to handle it.