Use the Invoice submodule to move invoice phases of selected jobs up or down.
To use the Invoice submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To move an invoice phase up or down:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the jobwith the invoice phase that you want to move up or down.
-
On the side toolbar, click
Invoice.
-
On the grid toolbar, use the drop-down list to select the invoice with the phase that you want to move up or down.
Alternatively, click
Open Invoice List
and in the Invoice List dialog box, highlight the invoice with the phase that you want to move up or down.
Note: You can only move phases of an invoice that has not yet been approved or locked for changes.
-
Click the Phases tab.
-
Highlight the phase that you want to move and click
Move current phase down
or
Move current phase up
, as applicable.