Have you added Consultant Fees and now you're ready to invoice? Before previewing your invoice and marking it as open, let's go through each display option and how they appear when selected.

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With this option selected, the consultant fees will be grouped in a separate section of the invoice titled "Consultant Services". This would include any project and phase consultants — if the consultant is associated with a phase, the name of the phase would be shown underneath the consultant's name.

By selecting "itemized by phase," any consultant fees associated with a specific phase would be shown as a line item underneath the phase itself.

As shown above, the Surveyor consultant, associated with the Permitting phase, is shown as a line item for that phase. Depending on what type of fee the phase is, hourly or fixed, would also determine what sub-section the consultant is listed in. In this example, since Permitting is an hourly phase, it is displayed under the Hourly Services section of the invoice.

Note: Since the Geotechnical Engineer consultant is only a project consultant and not a phase consultant, it appears in its own Consultant Services section despite having the "itemized by phase" option selected.

Selecting this option would hide any consultant fees associated only with fixed fee phases of the project.

In the example above, there is a phase consultant associated with Design Development, however, with this option selected, we don't see the type of consultant listed. Instead, it is grouped within the Design Development line item to display the current due for this phase.

Note: Only Phase Consultants may be hidden in the Fixed Fee Phases, not Project Consultants.

🚨 Any existing projects that included Consultants prior to December 5, 2022 will appear as Project Consultants. We do not recommend adjusting these and instead recommend adopting Phase Consultants only for new projects going forward.