Insert Default Phases to Invoices

Use the Invoice submodule to insert default phases to invoices of selected jobs.

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

To insert a default phase to an invoice:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the invoice that you want to insert a default phase to.
3. In the left pane, click Invoice.
4. In the left pane, use the drop-down list to select the invoice that you want to insert a default phase to.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to insert a default phase to.
   Note: You can only insert phases to an invoice that has not yet been approved or locked for changes.
5. Click the Phases tab.
6. Click Insert default phase(s) .
7. In the Add Default Phases dialog box, highlight the default phase that you want to insert.
8. Click OK.