Working with 3-Accounts Receivable > 3-5 Jobs (Accounts Receivable) > Job Phases > Entering job phases

Entering job phases

Note: Job phases, in contrast to bid items, affect estimates and some billing items and follow through the entire job.

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.
5 Do any of the following, as required:
a In the Billing Amount column, enter the amount that you want to bill per phase when creating invoices by phase.
b In the Retention column, enter the retention rate for the phase.
c In the Model column, enter the model.
d In the Unit column, enter the unit of measurement.
e In the Quantity column, enter the measurement.
6 Repeat steps 3–4 for each phase.
7 Repeat step 5 for each phase only as required.
8 On the File menu, click Save.

Tip: Instead of setting a retention rate for the entire job, you can set a separate retention rate for each phase.

 

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