Create a New Revision

When you have sent a payment plan and reached an agreement with the customer/contractor, there may be a need to make changes. In such cases, you can create a new revision and make the necessary adjustments. By using revisions, you can later review how the payment plan looked in the past, such as during previous approvals from the customer/contractor.

You need to keep track of when a new revision needs to be created, for example, after sending the payment plan to the customer/contractor.

To create a new revision, use the Create new revision button in the toolbar.

The previous revision is now locked and cannot be modified.

View Previous Revisions

You can go back to review previous revisions via the dropdown menu Revision in the toolbar.

Delete Revision

You cannot remove earlier revisions, but you can delete the latest revision as long as no invoice records have been created. To delete a revision, use the Delete button in the toolbar.​