Change orders after acceptance

An accepted proposal is frozen as the signed record of what your client agreed to, so you can't edit it directly once it's Accepted. When the scope grows after that, an extra shoot day, a second round of revisions, a change order adds the new work as its own approval and its own invoice, without touching the original agreement.

Where to find it

Open the accepted proposal (Dashboard → Projects → [a project] → Build Proposal) and scroll to the Change Orders section, which only appears once the proposal has been accepted.

Creating a change order

Fill in a Title (for example "Extra Interview Day"), an Amount, and a description of the additional scope, then click Add & Notify Client. FirstSlate emails your client immediately, there's no separate send step.

Client approval

Your client reviews the change order on the proposal page, marked Pending Your Review, and clicks Approve or Decline. Either way, you get notified of their decision. An approved change order shows Approved; a declined one shows Rejected and stays visible but doesn't bill.

Billing an approved change order

Approved change orders don't get added as a line on the original invoice, since your client may have already paid it in full. Instead, go to the project's invoice (Dashboard → Invoices, or from the project) and find the Change orders section. Click Bill change order to create it as its own child invoice, then Send it to your client separately. Each one tracks its own Draft, Sent, and Paid status independently of the original invoice.

Where change orders appear

Change orders show up in three places: the proposal builder (create and track approval), the public proposal page your client sees (review and approve), and the invoice builder (bill once approved). A declined change order stays on the proposal for your records but never generates an invoice.

Plan availability

Change orders work on every plan. See plans and limits.

Common questions

Does a change order affect the original invoice's paid status?

No. The original invoice's Paid or Deposit Received status reflects only the work it originally covered. A change order bills and pays independently, so an unpaid change order never blocks the original invoice from showing as fully paid.

Can I remove a change order before my client responds?

Yes, while it's still pending you can delete it from the builder.

Can I edit a change order after sending it?

Not directly. Remove it and add a corrected one if the amount or description needs to change before your client has responded.