Entering job phases

To use Phases, you must begin with Phase 1 or higher.Phase 0-None is a place holder if you are not using Phases.

To enter job phases:

1. Open 3-5 Jobs (Accounts Receivable), and then select the job.
2. From the Options menu, select Job Phases.
3. On the Job Phases window, in the Phase# column, enter the phase number.
4. In the Description column, enter a brief statement about the phase.
   • In the Billing Amount column, enter the amount that you want to bill per phase when creating invoices by phase.
   • In the Retention column, enter the retention rate for the phase.
5. In the Model column, enter the model.
6. Do any of the following, as required:
   • In the Unit column, enter the unit of measurement.
   • In the Quantity column, enter the measurement.
7. Repeat steps 5 and 6 for each phase.
8. Repeat step 6 for each phase only as required.
9. Click File > Save.