Phases break a project into billable stages. They are the unit invoicing works from, which is what lets a single project mix fixed-fee and hourly work.
Adding a phase
- Open the project and go to its Phases tab.
- Click New Phase, or click RIBA Plan of Work to add a standard set of stages at once.
- Set its billing type and, for a fixed phase, the amount to bill for this stage.
| Phase billing type | How it invoices |
|---|---|
| Fixed | A set amount. You invoice a percentage of it as the phase progresses. |
| Hourly | Billed from the time logged against it, at the project's rate card. |
| Non-billable | Tracked but never invoiced. Time logged here is forced non-billable. |
Each phase carries its own progress percentage and its own amount to bill, so a project can have some phases complete and invoiced while others are still open.
Related reading
Architecture project phases explains the stages, fixed fee or hourly covers how to choose each phase's billing type, and architecture billing software shows how an invoice is built from phases.