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Defining Projects or Jobs

Instead of invoicing for products, you may do projects or jobs for customers. You can set up projects (or jobs) for your customers.

Note: You can also add jobs for a customer on the Jobs tab of the Customer Detail dialog box.

To add a job at the "company" level:

1. Choose Sales > Manage All Jobs or click the Manage Jobs icon in the Sales section of the workspace.
   or
   If you’re working in the Invoices dialog box, you can click the Job link.
2. In the Customer Job Maintenance dialog box, to add a new job section to the list, click the Add button at the bottom of the dialog box.
3. In the new section, select the customer from the Customer list.
   If the customer for this job isn’t in the list, you have to add the customer. Click Cancel and return to this dialog box after you add the customer. (For details, see Managing Customer Information.)
4. Type a name in the Job Name box.
5. Type a short description for the job in the Description box.
6. In the Status list, select either Proposed, In Progress, Completed, or Closed.
7. If the job has started, type the date you began the job in the Started box. To select the date from a calendar, click the arrow on the right side of the box.
8. When you finish the job, specify the date it was finished in the Completed box.
9. To save the new job, click OK.