What caused the discrepancy between the invoiced amount and the sold estimate amount for a project?

Problem

The invoiced amount was lower than the sold estimate amount. This happened because an employee changed the pricing on the job generated from the sold estimate. The total did not appear on the contract summary because the estimate was never fully linked to the project.

Solution

Add the estimate to the project:

1. Find the project where the issue occurred.

2. Click the Financials tab.

3. If the invoiced amount is incorrect, consider adding a new invoice or editing the original invoice. To add a new invoice, click Actions > Add invoice and enter the correct amount.

4. To link the estimate to the project, find and click the estimate in the Estimates tab of the project.

5. Click Actions > Add To Project. 

6. Refresh your screen to see the updated contract summary.

By following these steps, you should see the correct total on the contract summary, reflecting the sold estimate amount properly.