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Job Task List Phase Codes

On each Job Task line, a field labeled Invoice, is available for selection.  If the Invoice option is selected, once this Job Task has been approved job, the Job will appear in the job invoicing queue.  If you are performing progress billings on the Job, you may select the Invoice option on multiple job task lines.

When a Task line is flagged for Invoicing and you are invoicing for Install Charge Line(s) and/or Parts, the Phase Code on the Invoicing Task Line must have a corresponding Install Charge Line and/or Parts with the same Phase Code to be able to invoice the Job.

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