Insert Default Phases to Invoices

Use the Invoice submodule to insert default 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 insert a default 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 insert a default 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 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.