Add New Phases to Invoices

Use the Invoice submodule to add new phases to invoices of selected jobs.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a new phase to an invoice:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the invoice that you want to add a new phase to.
3. On the side toolbar, click Invoice.
4. On the grid toolbar, use the drop-down list to select the invoice that you want to add a new phase to.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to add a new phase to.
   Note: You can only add phases to an invoice that has not yet been approved or locked for changes.
5. Click the Phases tab.
6. Click Add phase .
7. You can edit the different fields by double-clicking on the corresponding field.
   Note: This is applicable for all the fields except the Amount field.